Australian equities
Perpetual’s clearly defined, disciplined approach to Australian shares is based on bottom-up selection that focuses on quality and value. Our in-house fundamental research is combined with experienced, focused and prudent portfolio management.
See our strategies below or find out more about our investment approach for Australian equity portfolios.
| Strategy | Objective | Benchmark |
|---|---|---|
| Perpetual Australian Share | Long term capital growth and income by investing in quality industrial and resource shares | S&P/ASX 300 Accumulation Index |
| Perpetual Concentrated Equity | Long term capital growth and income by investing in a select number of quality industrial and resource shares. | S&P/ASX 300 Accumulation Index |
| Perpetual Ethical SRI | Long term capital growth and income by investing in quality shares of socially responsible companies. | S&P/ASX 300 Accumulation Index |
| Perpetual Geared Australian Share | Long term capital growth by gearing (borrowing) to invest in quality industrial and resource shares. | S&P/ASX 300 Accumulation Index |
| Perpetual Industrial Share | Long term capital growth and income by investing in quality Australian industrial shares. | S&P/ASX 300 Industrials Accumulation Index |
| Perpetual Small Cap | Long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. | S&P/ASX Small Ordinaries Accumulation Index |
| Perpetual SHARE-PLUS Long-Short | Long-term capital growth and income through investment in quality industrial and resource shares and taking short positions in selected Australian shares. | S&P/ASX 300 Accumulation Index |
| Perpetual Global Resources | Long-term capital growth through investment in quality global resource shares and other securities. | Blended MSCI All Resources & ASX 200 Resources |
