Investing with Perpetual in Australian shares
If you’re looking for an Australian share investment that can offer long-term capital growth and income, Perpetual’s Australian share funds may suit you.
Australian shares investment philosophy
Invest in quality companies at attractive prices. We focus our attention on those companies that exhibit characteristics including:
- a track record of earnings and cashflow
- a strong balance sheet and sound capital structure with a conservative level of debt
- quality business
- a sound management team with a strong shareholder focus.
Flagship Australian share funds
- Perpetual Industrial Share Fund. One of Australia’s longest running managed funds, investing in quality Australian industrial shares to provide investors with capital growth and consistent and regular income.
- Perpetual Australian Share Fund. Also one of Australia’s longest running managed funds, investing in quality industrial and resource stocks to provide investors with capital growth and income.
- Perpetual Concentrated Equity Fund. A portfolio of fewer stocks, but selected with higher conviction than our other flagship Australian share funds. This concentration may lead to short-term volatility.
Specialist Australian share funds
- Perpetual Geared Australian Fund. Like Perpetual’s Australian Share Fund, but with potential to maximise returns through internal gearing of up to 60%.
- Perpetual SHARE-PLUS Long-Short Fund. A portfolio of quality industrial and resource shares that can take short positions in selected Australian shares to enhance returns.
- Perpetual Ethical SRI Fund. A portfolio that may match investor’s social and ethical beliefs or preferences, without compromising returns over the long term.
- Perpetual Smaller Companies Fund. A portfolio of quality companies which, when first acquired, do not rank in the S&P/ASX 50 Index.
To learn more about Perpetual’s Australian share funds, please contact your financial adviser or phone Perpetual Investor Services on 1800 022 033.
