Diversified
See our strategies below or find out more about our investment approach for diversified portfolios.
| Strategy | Objective | Benchmark |
|---|---|---|
Perpetual Wholesale Balanced Growth |
Long-term capital growth and income by investing in a diversified portfolio with an emphasis on Australian and international share investments. Target growth assets of 70% and defensive assets of 30% |
Balanced Growth Index |
Perpetual Wholesale Diversified Growth |
Long-term capital growth and income by investing in a diversified portfolio of growth and income assets. Target growth assets of 50% and defensive assets of 50% |
Moderate Growth Index |
Perpetual Wholesale Conservative Growth |
Moderate growth over the medium term and to provide income by investing in a diversified portfolio with an emphasis on cash and fixed income securities. Target growth assests of 30% and defensive assets of 70% |
Conservative Growth Index |
