Perpetual WFIA-Vanguard Prpty Secs Idx
PER0509AU
Perpetual WFIA-Vanguard Prpty Secs Idx PER0509AU Strategy
The fund is managed to closely track the risk characteristics of the index, while minimising transaction costs and effectively managing index changes. The fund will hold all of the property securities in the index (at most times), allowing for individual security weightings to vary marginally from the index from time to time.
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.
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KiwiSaver Survey | December Quarter 2024
The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
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Future Focus: Why I use managed funds
Investing is about figuring out what works for you. Managed funds solve the right problems for me.
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Listed Investment Companies monthly performance: December 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 | 8,683.40 | 50.00 | 0.58% |
| CAC 40 | 7,885.47 | 20.93 | -0.26% |
| DAX 40 | 21,396.05 | 109.65 | -0.51% |
| Dow JONES (US) | 44,556.04 | 134.13 | 0.30% |
| FTSE 100 | 8,564.51 | 6.26 | -0.07% |
| HKSE | 20,597.09 | 192.87 | -0.93% |
| NASDAQ | 19,654.02 | 262.06 | 1.35% |
| Nikkei 225 | 38,831.48 | 33.11 | 0.09% |
| NZX 50 Index | 12,844.59 | 60.45 | -0.47% |
| S&P 500 | 6,037.88 | 43.31 | 0.72% |
| S&P/ASX 200 | 8,416.90 | 42.90 | 0.51% |
| SSE Composite Index | 3,229.49 | 21.11 | -0.65% |