Perennial Value Microcap Opportunities
WPC3982AU
Perennial Value Microcap Opportunities WPC3982AU Strategy
The Trust invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which Perennial Value, the investment manager, believes have sustainable operations and robust business models or plans. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 30 to 70 stocks. Typically, the portfolio holds, on average, approximately 45 stocks.
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
Are average returns enough to achieve your goals?
Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
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Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,551.20 | 72.90 | -0.85% |
| CAC 40 | 7,613.05 | 29.32 | 0.39% |
| DAX 40 | 19,657.37 | 73.98 | 0.38% |
| Dow JONES (US) | 43,275.91 | 36.86 | 0.09% |
| FTSE 100 | 8,358.25 | 26.88 | -0.32% |
| HKSE | 20,804.11 | 725.01 | 3.61% |
| NASDAQ | 18,489.55 | 115.94 | 0.63% |
| Nikkei 225 | 38,981.75 | 70.56 | 0.18% |
| NZX 50 Index | 12,823.89 | 55.35 | 0.43% |
| S&P 500 | 5,864.67 | 23.20 | 0.40% |
| S&P/ASX 200 | 8,283.20 | 72.70 | -0.87% |
| SSE Composite Index | 3,261.56 | 92.18 | 2.91% |