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: June 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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Listed Investment Companies monthly performance: May 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).
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
---|---|---|---|
All Ordinaries | 8,180.60 | 92.10 | -1.11% |
CAC 40 | 7,586.55 | 15.74 | 0.21% |
DAX 40 | 18,354.76 | 82.54 | -0.45% |
Dow JONES (US) | 40,665.02 | 533.06 | -1.29% |
FTSE 100 | 8,204.89 | 17.43 | 0.21% |
HKSE | 17,397.31 | 381.10 | -2.14% |
NASDAQ | 17,871.22 | 125.70 | -0.70% |
Nikkei 225 | 39,915.52 | 210.83 | -0.53% |
NZX 50 Index | 12,256.89 | 72.55 | -0.59% |
S&P 500 | 5,544.59 | 43.68 | -0.78% |
S&P/ASX 200 | 7,942.70 | 93.80 | -1.17% |
SSE Composite Index | 2,974.62 | 2.51 | -0.08% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
---|---|---|---|
Zip Co Ltd ZIP | 1.73 | 0.06 | -3.22% |
Pilbara Minerals Ltd PLS | 3.01 | 0.03 | 1.01% |
Pantoro Ltd PNR | 0.09 | 0.00 | -2.78% |
Droneshield Ltd DRO | 1.90 | 0.17 | 9.54% |
Carnarvon Energy Ltd CVN | 0.17 | 0.02 | -9.46% |
Lake Resources NL LKE | 0.04 | 0.00 | -2.63% |
Telstra Group Ltd TLS | 3.90 | 0.02 | 0.39% |
Latin Resources Ltd LRS | 0.16 | 0.00 | 0.00% |
South32 Ltd S32 | 3.42 | 0.07 | -2.01% |
Liontown Resources Ltd LTR | 1.02 | 0.03 | 3.03% |