Perpetual's Protected Australian Share Fund
Perpetual’s first capital protected Australian share fund is a 6 year closed end equities product that offers the investor protection against fund losses at maturity (this fund is no longer open to new investors). The Fund invests in a concentrated portfolio of only 12 to 15 stocks, which allowed Perpetual to establish a put option to protect the investor capital.
SNAPSHOT SUMMARY:
- ‘No-loss’ investor protection
- Concentrated Australian equities
- 6 yr closed end
