Perpetual | Perpetual Industrial Shares

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Our Philosophy

Perpetual believes that equity markets are semi-efficient, and that opportunities exist to add value through the selection of good quality, well-priced securities. Investment in quality companies, we believe, minimises the downside risk. These companies can be identified by thorough, fundamental in-house research.

Added value comes from stock selection. We often perceive a company’s value to be different than the market value with our diligent, innovative research. This, process of selecting securities trading at a discount to their inherent value helps achieve outperformance.

Our Process

Perpetual’s Industrial Share funds aim to provide investors with long-term capital growth and regular income by investing in quality Australian industrial shares and other securities.

Perpetual’s Industrial Share Funds' benchmark is the S&P/ASX 300 Industrial Accumulation Index.

Perpetuals’ investment style is based on bottom-up fundamental analysis, specifically targeting quality stocks. This approach selects stocks based on company-specific fundamentals, then by value relative to price. This rigid stock selection criteria ensures that our Australian share portfolios are comprised of good quality companies and have a value bias.

We use a disciplined, well-documented equity process for our bottom up approach. This process, we believe, will help us achieve consistent outperformance of the benchmark over the medium to longer term (or 3 to 5 years).

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For further information please contact piresearch@perpetual.com.au