Frequently Asked Questions
You’ll find a number of detailed answers here about Perpetual procedures and processes. If you have a specific question for our research team, please contact us on 1800 110 941 or send an email to research@perpetual.com.au- Q. What are the distribution period’s for your funds?
- A. All funds within the Perpetual offering have differing distribution frequencies. In general the Australian based equity funds will distribute on a 6 monthly basis and funds which are solely international equity based this will generally distribute yearly.
Please refer to the Product Disclosure Statement for the actual frequency of the investment you hold units as these may differ depending on the Investment Option chosen.
- Q. How soon after 30 June are Tax Statements provided?
- A. Tax statements are generally mailed to all investors at the start of August. Please note that at the end of the financial year this information can be provided earlier to Institutional Investors and Masterfund clients by contacting your wholesale account manager on 1800 110 941.
- Q. When are monthly performance figures available?
- A. Performance figures are updated monthly on the website by the 20th of the following month. This includes commentary to give you insight into what has occurred in the specific sector along with factors affecting the stocks within our portfolio.
- Q. What is the Perpetual investment style in Australian Equities?
- A. Perpetual invests in a value-biased style -- or ‘bottom up’ approach to stock selection. This process is achieved using a well documented equity process. We believe that as long as we follow the process, Perpetual Investments will achieve consistent out-performance of the benchmark over the medium to longer term.
- Q. What is Perpetual’s approach to managing international equities?
- A. Perpetual invests in a value-biased style –or ‘bottom up’ approach to stock selection. We actively seek out stocks based on investment risk assessments rather than its weight to an index. We believe returns are dependent on the price paid for a company, therefore valuation is the key driver for a stock’s inclusion in the portfolio. We employ a strong valuation focus to investment looking to buy companies with strong earnings capacity at attractive prices. We are not wedded to one particular valuation metric but employ the traditional valuation measures in assessing the valuation of each company.