If you invested in global resources today for the next nine years, you would be investing in:
- The growth of 600 cities to populations of over one million,
- Cars on the road reaching one billion,
- China’s already impressive rail network more than doubling,
- 100 new airports in china alone,
- Indian mobile phone users increasing by 206 million per year.
Over the next 25 years, it is estimated that the world will consume more copper, aluminium, nickel, steel and iron ore than throughout all of history.
Australia is not a major producer of four out of five of these resources.
About the Perpetual Global Resources Fund
The Perpetual Global Resources Fund aims to provide long-term capital growth through investment in quality global resource companies from around the world.
The Fund invests in quality companies that we believe are reasonably priced. These companies have sound management, conservative debt levels, quality businesses and recurring earnings. We believe that quality resource companies are characterised by low operating costs, projects with long-life spans and access to export markets.
Why the Perpetual Global Resources Fund?
Benefits for advisers
- Potential to generate high capital returns for clients
- Participation in global demand for resources using a disciplined process
- Managed by a highly experienced, specialised resources investment team
- Provides diversification for a direct equity portfolio
- Recommended rating from Lonsec* and Zenith^.
Benefits for investors
- Potential for higher returns than more traditional equity funds
- Increased diversification when part of a broad portfolio
- A well known and trusted conservative brand.
* The Lonsec Limited (“Lonsec”) ABN 56 061 751 102 rating (assigned May 2010) presented in this document is limited to “General Advice” and based solely on consideration of the investment merits of the financial product(s). It is not a recommendation to purchase, sell or hold the relevant product(s), and you should seek independent financial advice before investing in this product(s). The rating is subject to change without notice and Lonsec assumes no obligation to update this document following publication. Lonsec receives a fee from the fund manager for rating the product(s) using comprehensive and objective criteria.
^ The Zenith Investment Partners (“Zenith”) ABN 60 322 047 314 rating (assigned August 2010) referred to in this document is limited to “General Advice” (as defined by section 766B of Corporations Act 2001) and based solely on the assessment of the investment merits of the financial product on this basis. It is not a specific recommendation to purchase, sell or hold the relevant product(s), and Zenith advises that individual investors should seek their own independent financial advice before investing in this product. The rating is subject to change without notice and Zenith has no obligation to update this document following publication. . Zenith usually receives a fee for rating the fund manager and product against accepted criteria considered comprehensive and objective.
