Perpetual Industrial Share Fund
A source of income and capital growth
Why quality industrial shares?
We believe quality industrial shares should be considered as part of your client’s core portfolio because they:
- Produce consistent and stable earnings
- Perform well in times of economic stress and bear markets
- Produce good returns over the long-term with lower risk than the broad Australian sharemarket
- Provide high dividend and tax effective income with capital growth.
About the Perpetual Industrial Share Fund
The Fund is one of Australia’s longest running funds. It aims to provide long-term capital growth and income through investment in quality Australian industrial shares.
The Fund invests in quality companies that we believe are reasonably priced. These companies are industry leaders with sound management, conservative debt levels, quality businesses and recurring earnings.Why the Perpetual Industrial Share Fund?
Benefits for advisers:
- Tax effective income and long-term capital growth for your clients
- Proven investment process and stable investment team
- A ‘true to label’ fund manager.
Benefits for investors:
- Capital growth and regular dividend income delivered since 1966
- Investing with a manager with strong risk management practices
- A well known conservative brand.
The Fund may suit clients looking for:
- An actively managed Australian equities fund that aims to deliver consistent long-term capital growth and income
- A well diversified portfolio of growth assets in a risk constrained environment
- A well-rated fund for the core of their investment portfolio.
