Perennial Concentrated Australian Shares
WPC6780AU
Perennial Concentrated Australian Shares WPC6780AU Strategy
The Trust invests in a concentrated number of companies listed (or soon to be listed) on the ASX which Perennial Value, the investment manager, believes have sustainable operations and whose share prices offer good value and are our most compelling investment ideas. 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 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
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).
funds
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).
funds
Chart of the week: A reliable predictor of the success of an investment
This week's chart of the week looks at the impact of fees on the success of funds.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,660.40 | 31.30 | 0.36% |
| CAC 40 | 7,927.62 | 35.01 | 0.44% |
| DAX 40 | 21,394.93 | 16.60 | -0.08% |
| Dow JONES (US) | 44,424.25 | 140.82 | -0.32% |
| FTSE 100 | 8,502.35 | 62.85 | -0.73% |
| HKSE | 20,066.19 | 365.63 | 1.86% |
| NASDAQ | 19,954.30 | 99.38 | -0.50% |
| Nikkei 225 | 39,931.98 | 26.89 | -0.07% |
| NZX 50 Index | 13,024.70 | 35.38 | -0.27% |
| S&P 500 | 6,101.24 | 17.47 | -0.29% |
| S&P/ASX 200 | 8,408.90 | 30.20 | 0.36% |
| SSE Composite Index | 3,252.63 | 22.46 | 0.70% |