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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual High Grade Floating Return R Units PER0562AU starstarstarstarstar Australian Short Term Fixed Interest 1.47% 6.37% 3.97%
Perpetual Industrial PER0046AU starstarstarstar Equity Australia Large Value 1.57% 33.86% 9.22%
Perpetual Premium Treasury PER0261AU starstarstarstar Australian Short Term Fixed Interest 0.80% 2.38% 3.24%
Perpetual Pure Credit Alpha Fund Wholesale PER0669AU starstarstarstarstar Diversified Credit 1.92% 9.07% 5.88%
Perpetual Pure Equity Alpha PER0668AU starstarstarstar Equity Australia Long Short 1.18% 8.78% 5.52%
Perpetual Pure Microcap Fund PER0704AU starstarstar Equity Australia Mid/Small Blend 5.69% 16.60% 0.86%
Perpetual Select Fixed Income Fund PER0252AU starstarstar Bonds - Global / Australia -0.30% 6.27% -0.82%
Perpetual Select Growth Fund PER0251AU starstarstarstar Multisector Growth 1.27% 17.95% 5.49%
Perpetual Select Investments Australian Share PER0255AU starstarstar Equity Australia Large Value 1.27% 24.55% 6.19%
Perpetual Select Investments Balanced PER0249AU starstarstar Multisector Growth 1.09% 16.06% 4.69%
Perpetual Select Investments Diversified PER0248AU starstarstar Multisector Balanced 0.89% 13.97% 3.73%
Perpetual Select Investments International Shares PER0256AU starstarstar Equity World Large Value 1.28% 21.36% 5.89%
Perpetual SHARE - PLUS Long/Short PER0072AU starstarstarstar Equity Australia Large Value 0.59% 20.59% 9.65%
Perpetual Smaller Companies PER0048AU starstarstar Equity Australia Mid/Small Blend -0.87% 14.01% 2.88%
Perpetual Smaller Companies No. 2 PER0259AU starstarstar Equity Australia Mid/Small Blend -0.87% 14.00% 2.87%
Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities PER0450AU starstarstar Equity Australia Large Growth 1.77% 22.46% 7.14%
Perpetual WealthFocus Investment Advantage - Barrow Hanley Global Share PER0038AU starstarstarstar Equity World Large Value 4.05% 18.54% 10.49%
Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth PER0459AU starstarstarstar Multisector Growth 2.31% 20.86% 6.14%
Perpetual WealthFocus Investment Advantage - Fidelity Australian Equities PER0470AU starstarstar Equity Australia Large Blend 3.71% 22.29% 4.81%
Perpetual WealthFocus Investment Advantage - Lazard Global Listed Infrastructure PER0484AU starstarstarstar Equity Global Infrastructure - Currency Hedged -0.19% 16.20% 6.11%
Perpetual WealthFocus Investment Advantage - Magellan Global PER0472AU starstarstar Equity World Large Blend 1.01% 25.64% 8.58%
Perpetual WealthFocus Investment Advantage - Perpetual Balanced Growth PER0036AU starstarstarstar Multisector Growth 0.19% 12.14% 5.32%
Perpetual WealthFocus Investment Advantage - Perpetual Concentrated Equities PER0488AU starstarstar Equity Australia Large Value -1.29% 17.95% 7.51%
Perpetual WealthFocus Investment Advantage - Perpetual Conservative Growth PER0030AU starstarstarstar Multisector Moderate 0.09% 8.74% 2.83%
Perpetual WealthFocus Investment Advantage - Perpetual Diversified Growth PER0489AU starstarstarstar Multisector Balanced 0.01% 10.10% 3.99%

26 - 50 of 138 results

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.