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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Diversified Income S PER1058AU starstarstarstar Diversified Credit 2.04% 6.73% 7.69%
Perpetual Diversified Real Return Wholesale PER0556AU starstarstar Multisector Flexible 1.94% 6.52% 5.24%
Perpetual Dynamic Fixed Income PER0557AU starstarstar Diversified Credit 1.11% 5.02% 5.73%
Perpetual ESG Australia Share PER0116AU starstarstar Equity Australia Mid/Small Value 1.23% 7.05% 12.54%
Perpetual ESG Australian Share ActiveETF starstarstar Equity Australia Mid/Small Value 1.39% 7.76% 13.04%
Perpetual ESG Credit Income PER1744AU starstarstarstar Diversified Credit 2.20% 7.16% 8.00%
Perpetual Global Allocation Alpha PER0066AU starstarstarstarstar Equity World Large Blend 3.60% 16.17% 16.11%
Perpetual High Grade Floating Rate PER0265AU starstarstarstarstar Australian Short Term Fixed Interest 1.54% 5.70% 5.86%
Perpetual High Grade Floating Return R Units PER0562AU starstarstarstarstar Australian Short Term Fixed Interest 1.53% 5.65% 5.78%
Perpetual Income Share PTC0002AU starstarstar Multisector Aggressive 6.19% 14.80% 14.85%
Perpetual Industrial PER0046AU starstarstarstar Equity Australia Large Value -0.62% 11.76% 16.25%
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 2.17% 6.76% 7.89%
Perpetual Pure Equity Alpha PER0668AU starstarstar Equity Australia Long Short 3.65% 9.70% 6.43%
Perpetual Pure Microcap Fund PER0704AU starstarstarstarstar Equity Australia Mid/Small Blend 17.11% 35.92% 16.38%
Perpetual Select Allctd Pension Balanced Investment Option WDL0012AU starstarstarstar Multisector Balanced 2.26% 7.28% 10.45%
Perpetual Select Allctd Pension Growth Investment Option WDL0018AU starstarstarstar Multisector Growth 2.53% 8.08% 11.65%
Perpetual Select Growth Fund PER0251AU starstarstar Multisector Growth 2.46% 7.61% 11.10%
Perpetual SHARE - PLUS Long/Short PER0072AU starstarstarstar Equity Australia Long Short 5.90% 8.97% 11.15%
Perpetual SHARE - PLUS Long/Short S PER8590AU starstarstarstar Equity Australia Long Short 5.98% 9.30% 11.46%
Perpetual Smaller Companies PER0048AU starstarstarstar Equity Australia Mid/Small Blend 12.82% 19.99% 11.05%
Perpetual Smaller Companies No. 2 PER0259AU starstarstarstar Equity Australia Mid/Small Blend 12.74% 19.84% 11.00%
Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities PER0450AU starstarstar Equity Australia Large Growth 5.55% 7.43% 12.52%
Perpetual WealthFocus Investment Advantage - Barrow Hanley Global Share PER0038AU starstarstarstar Equity World Large Value 3.47% 17.02% 17.90%
Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth PER0459AU starstarstarstar Multisector Growth 4.99% 14.22% 14.84%

2851 - 2875 of 9575 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.