InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds

Managed Funds

Try our compare your fund tool.

OR

Reset Filters

Search Results

Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
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%
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% 6.62% 7.79%
Perpetual Pure Equity Alpha PER0668AU starstarstar Equity Australia Long Short 2.89% 6.86% 6.74%
Perpetual Pure Microcap Fund PER0704AU starstarstarstar Equity Australia Mid/Small Blend 16.25% 29.52% 11.46%
Perpetual Select Growth Fund PER0251AU starstarstar Multisector Growth 5.70% 7.33% 9.27%
Perpetual Select Investments Australian Share PER0255AU starstarstar Equity Australia Large Value 7.86% 3.62% 8.55%
Perpetual Select Investments International Shares PER0256AU starstarstar Equity World Large Value 7.71% 11.76% 13.62%
Perpetual SHARE - PLUS Long/Short PER0072AU starstarstarstar Equity Australia Long Short 6.33% 6.00% 10.51%
Perpetual SHARE - PLUS Long/Short S PER8590AU starstarstar Equity Australia Long Short 6.41% 6.32% 10.82%
Perpetual Smaller Companies PER0048AU starstarstar Equity Australia Mid/Small Blend 9.12% 8.50% 7.43%
Perpetual Smaller Companies No. 2 PER0259AU starstarstar Equity Australia Mid/Small Blend 9.05% 8.43% 7.39%
Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities PER0450AU starstarstar Equity Australia Large Growth 9.07% 8.59% 10.67%
Perpetual WealthFocus Investment Advantage - Barrow Hanley Global Share PER0038AU starstarstarstar Equity World Large Value 5.01% 15.74% 15.00%
Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth PER0459AU starstarstarstar Multisector Growth 6.52% 12.28% 11.36%
Perpetual WealthFocus Investment Advantage - Lazard Global Listed Infrastructure PER0484AU starstarstarstarstar Equity Global Infrastructure - Currency Hedged 5.23% 17.25% 9.07%
Perpetual WealthFocus Investment Advantage - Perpetual Balanced Growth PER0036AU starstarstar Multisector Growth 4.30% 6.13% 7.26%
Perpetual WealthFocus Investment Advantage - Perpetual Concentrated Equities PER0488AU starstarstar Equity Australia Large Value 4.80% 3.10% 8.40%

26 - 50 of 139 results

Page 2 of 6

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.