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
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Listed Investment Companies monthly performance: November 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).
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This week's chart of the week looks at the impact of fees on the success of funds.
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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).
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Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,542.90 | 26.40 | 0.31% |
| CAC 40 | 7,485.40 | 39.71 | 0.53% |
| DAX 40 | 20,312.71 | 96.52 | 0.48% |
| Dow JONES (US) | 42,720.47 | 13.91 | 0.03% |
| FTSE 100 | 8,233.36 | 16.30 | -0.20% |
| HKSE | 19,447.58 | 240.71 | -1.22% |
| NASDAQ | 19,753.45 | 111.54 | -0.56% |
| Nikkei 225 | 40,083.30 | 776.25 | 1.97% |
| NZX 50 Index | 13,042.06 | 30.87 | -0.24% |
| S&P 500 | 5,962.39 | 12.99 | -0.22% |
| S&P/ASX 200 | 8,285.10 | 27.70 | 0.34% |
| SSE Composite Index | 3,229.64 | 22.72 | 0.71% |