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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Active Fixed Interest Fund A PER8045AU starstarstarstar Bonds - Australia 1.40% 6.08% 4.12%
Perpetual Australia Share S PER9955AU starstarstar Equity Australia Large Value 5.47% 4.33% 8.79%
Perpetual Australian Share PER0049AU starstarstar Equity Australia Large Value 5.36% 4.00% 8.23%
Perpetual Balanced Growth PER0063AU starstarstar Multisector Growth 4.29% 6.11% 7.23%
Perpetual Balanced Growth 2 PER0013AU starstarstar Multisector Growth 4.31% 6.13% 7.24%
Perpetual Charitable & Commuity Investor PER0392AU starstarstarstar Multisector Balanced 4.83% 5.50% 7.54%
Perpetual Charitable Endowment PER0558AU starstarstarstar Multisector Balanced 5.59% 8.01% 9.03%
Perpetual Concentrated Equity PER0102AU starstarstar Equity Australia Large Value 4.87% 3.30% 8.57%
Perpetual Concentrated Equity S PER9419AU starstarstar Equity Australia Large Value 7.58% 6.27% 10.44%
Perpetual Conservative Growth PER0077AU starstarstarstar Multisector Moderate 2.77% 5.76% 4.98%
Perpetual Credit Income PER0263AU starstarstarstar Diversified Credit 2.26% 6.65% 7.37%
Perpetual Diversified Growth PER0114AU starstarstarstar Multisector Balanced 3.58% 5.94% 5.96%
Perpetual Diversified Income PER0260AU starstarstarstar Diversified Credit 2.57% 6.56% 6.90%
Perpetual Diversified Income S PER1058AU starstarstarstar Diversified Credit 2.65% 6.85% 7.34%
Perpetual Diversified Real Return Wholesale PER0556AU starstarstar Multisector Flexible 2.41% 5.55% 4.92%
Perpetual Diversified Real Return Z PER6115AU starstarstar Multisector Flexible 2.34% 5.74% 5.26%
Perpetual Dynamic Fixed Income PER0557AU starstarstar Diversified Credit 1.47% 5.44% 5.03%
Perpetual ESG Australia Share PER0116AU starstarstarstar Equity Australia Mid/Small Value 6.10% 9.78% 11.67%
Perpetual ESG Australian Share ActiveETF starstarstarstarstar Equity Australia Mid/Small Value 6.30% 10.59% 12.07%
Perpetual ESG Credit Income PER1744AU starstarstarstar Diversified Credit 2.98% 7.48% 7.62%
Perpetual Global Allocation Alpha PER0066AU starstarstarstarstar Equity World Large Blend 6.66% 12.42% 14.65%
Perpetual High Grade Floating Rate PER0265AU starstarstarstarstar Australian Short Term Fixed Interest 1.71% 5.62% 5.72%
Perpetual High Grade Floating Return R Units PER0562AU starstarstarstarstar Australian Short Term Fixed Interest 1.70% 5.58% 5.65%
Perpetual Income Share PTC0002AU starstarstar Multisector Aggressive 6.97% 14.60% 12.87%
Perpetual Industrial PER0046AU starstarstarstarstar Equity Australia Large Value 8.32% 13.79% 15.71%

1526 - 1550 of 3434 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.