Perpetual’s Diversified Income Fund aims to provide regular income and consistent returns above the UBS Australian Bank Bill Index over rolling three year periods (before fees) by investing in a diversified range of income-generating assets.
Key features
- Unique investment structure, with a ‘core’ portfolio and a ‘plus’ portfolio
- High quality income-producing assets within the ‘core’ portfolio such as cash, fixed income and listed hybrid securities
- High income-generating securities within the ‘plus’ portfolio, such as first registered mortgages, mezzanine mortgages, infrastructure debt and private debt
- Up to 66.7% of the ‘core’ portfolio can be geared if fundamental and market conditions are suitable.
Key benefits
- Strongly focussed on protecting investors’ capital
- Highly diversified portfolio of income-generating assets across various sectors and issuers
- Potential for consistent income from a liquid ‘core’ component of the Fund - plus higher yields from the ‘plus’ component.
Our credit team
Our credit team has a combined 72 years’ industry experience and is highly regarded in the industry. The members of the team include Michael Korber, Head of Credit, and Portfolio Managers/Credit Analysts Vivek Prabhu, Kirsten Hathaway and Greg Stock.
Investment style and approach
Our approach to managing credit is to invest in a diversified range of high quality income-generating securities, which our systematic investment process identifies as having strong credit quality and attractive value relative to the investment universe. Read more on our investment style and approach.
The Fund has a higher risk and return profile than Perpetual’s Monthly Income Fund, primarily reflecting the ‘plus’ component of the portfolio and its ability to gear.
For further information on Perpetual's Diversified Income Fund or other Perpetual funds:
- View the Diversified Income Fund - Monthly Fund Profile
- Contact your Perpetual Account Executive
- Phone our Adviser Service Centre on 1800 062 725
