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 Conservative Growth PER0077AU starstarstarstar Multisector Moderate 1.17% 5.74% 3.52%
Perpetual Credit Income PER0263AU starstarstarstar Diversified Credit 1.85% 7.77% 6.22%
Perpetual Diversified Growth PER0114AU starstarstarstar Multisector Balanced 0.96% 6.31% 4.58%
Perpetual Diversified Income PER0260AU starstarstarstar Diversified Credit 1.77% 6.99% 5.56%
Perpetual Diversified Income S PER1058AU starstarstarstar Diversified Credit 1.82% 7.35% 5.85%
Perpetual Diversified Real Return S PER5503AU starstarstar Multisector Flexible 1.83% 5.72% 3.61%
Perpetual Diversified Real Return Wholesale PER0556AU starstarstar Multisector Flexible 1.79% 5.56% 3.44%
Perpetual Diversified Real Return Z PER6115AU starstarstar Multisector Flexible 1.78% 5.77% 3.84%
Perpetual Dynamic Fixed Income PER0557AU starstarstar Diversified Credit 1.71% 5.77% 3.27%
Perpetual ESG Australia Share PER0116AU starstarstarstar Equity Australia Mid/Small Value 1.84% 8.52% 8.53%
Perpetual ESG Australia ShareETF E starstarstarstarstar Equity Australia Mid/Small Value 1.90% 9.12% 9.04%
Perpetual ESG Credit Income PER1744AU starstarstarstar Diversified Credit 1.85% 8.02% 6.24%
Perpetual Global Allocation Alpha PER0066AU starstarstarstarstar Equity World Large Blend 5.14% 18.46% 14.60%
Perpetual High Grade Floating Rate PER0265AU starstarstarstarstar Australian Short Term Fixed Interest 1.40% 6.15% 4.75%
Perpetual High Grade Floating Return R Units PER0562AU starstarstarstarstar Australian Short Term Fixed Interest 1.38% 6.07% 4.67%
Perpetual Industrial PER0046AU starstarstarstarstar Equity Australia Large Value -1.57% 15.27% 12.75%
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 1.80% 8.11% 6.62%
Perpetual Pure Equity Alpha PER0668AU starstarstarstar Equity Australia Long Short 0.96% 6.26% 5.41%
Perpetual Pure Microcap Fund PER0704AU starstarstarstar Equity Australia Mid/Small Blend 4.28% 13.91% 4.04%
Perpetual Select Allctd Pension Balanced Investment Option WDL0012AU starstarstarstarstar Multisector Balanced 0.90% 9.00% 7.26%
Perpetual Select Allctd Pension Growth Investment Option WDL0018AU starstarstarstarstar Multisector Growth 0.93% 9.95% 8.24%
Perpetual Select Fixed Income Fund PER0252AU starstarstar Bonds - Global / Australia 0.75% 2.92% 0.25%
Perpetual Select Growth Fund PER0251AU starstarstarstar Multisector Growth 0.79% 9.36% 7.70%
Perpetual Select Investments Australian Share PER0255AU starstarstar Equity Australia Large Value -5.25% 5.09% 6.71%

2926 - 2950 of 9415 results

Page 118 of 377

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.