Perpetual's Industrial Share Fund
Industrial shares over the last year
It’s been difficult for industrial share funds to perform given the recent
What does the future hold?
Investing in quality stocks with high, secure dividend yields is the key to returns in times of instability. By sticking to our tried and tested investment philosophy of investing in reasonably valued stocks displaying these characteristics, we expect that our portfolio will continue to pay attractive dividend yields.
While this has not been a pleasant time for investors, it has resulted in increased buying opportunities. We see these recent share price declines as an opportunity to purchase companies with strong balance sheets, sustainable earnings growth and solid dividend income that are reasonably valued.
Why Perpetual’s Industrial Share Fund?
- Having a strong focus on quality helps us avoid the ‘value traps’.
- By focussing on the fundamentals and investing our clients’ money conservatively, our Industrial Share Fund has outperformed its index over not only the past year but consistently over an extensive period (as at 30 June 2008).
- Our Industrial Share Fund has traditionally paid an attractive dividend yield, and will continue to do so.
- Our investment philosophy is to invest in quality companies that are reasonably valued, like Harvey Norman and Billabong.
- Investing in quality stocks with high, secure dividend yields is the key to returns in times of instability.
Your Perpetual Account Executive can also provide you with further information and answer any questions you may have.
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426 for financial advisers only. It is general information only and is not intended to provide you with financial advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The product disclosure statement (PDS) for Perpetual’s Industrial Share Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.
