Perpetual SHARE-PLUS Long-Short

PER0072AU

Perpetual SHARE-PLUS Long-Short PER0072AU Strategy

The fund aims to: -provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares short positions predominantly in selected Australian shares6 -outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
funds

Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,633.1066.100.77%
CAC 407,255.0141.690.58%
DAX 4019,322.59176.420.92%
Dow JONES (US)44,296.51426.160.97%
FTSE 1008,262.08112.811.38%
HKSE19,229.97371.14-1.89%
NASDAQ19,003.6531.230.16%
Nikkei 22538,283.85257.680.68%
NZX 50 Index13,041.90276.662.17%
S&P 5005,969.3420.630.35%
S&P/ASX 2008,393.8070.800.85%
SSE Composite Index3,267.19103.21-3.06%

Market Movers