Perpetual Active Fixed Interest Fund A

PER8045AU

Perpetual Active Fixed Interest Fund A PER8045AU Strategy

The fund aims to enhance return by: diversifying the fund among different securities issued by various borrowers; actively managing for changes in market-wide and securities-specific credit margins; identifying and investing in relative value within the universe of the credit securities; actively managing the portfolio with respect to interest rates, swap and credit margins and managing the portfolio's sensitivity to changes in these.
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

Our top fund picks in a rate-cut environment

Falling rates, rising stars. 
funds

Listed Investment Companies monthly performance: January 2025

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

Hyperion Asset Management named Fund Manager of the Year

Morningstar announces winners for 2025 Morningstar Awards for Investing Excellence in Australia.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,191.7013.200.16%
CAC 408,120.8076.87-0.94%
DAX 4023,008.94410.54-1.75%
Dow JONES (US)42,801.72222.640.52%
FTSE 1008,679.882.96-0.03%
HKSE23,843.35387.95-1.60%
NASDAQ18,196.22126.960.70%
Nikkei 22537,028.27141.100.38%
NZX 50 Index12,515.97116.190.94%
S&P 5005,770.2031.680.55%
S&P/ASX 2007,962.3014.100.18%
SSE Composite Index3,367.824.73-0.14%

Market Movers