A MULTI ASSET PORTFOLIO.
REGULAR RETURNS WITHOUT SACRIFICING PERFORMANCE.
A dynamically managed, multi asset strategy designed for investors looking for a smoother investment journey without sacrificing returns. The Perpetual Diversified Real Return Fund offers a compelling combination of diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation*.
* Over rolling 5 year periods, before tax and fees.
Greater certainty of investment outcomes
Access a wide range of investments
Dynamic Asset Allocation
THE CASE FOR REAL RETURN INVESTING
Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events.
EXPLORE OUR APPROACH
With the freedom to move decisively between asset classes, the team behind the Perpetual Diversified Real Return Fund dynamically manages the portfolio, aiming to deliver consistent, inflation beating returns and keep volatility in check.
The Fund is constructed using a proprietary four quadrant approach to portfolio construction. Before any investment ever makes it into the portfolio, it must prove its worth in contributing to helping the fund meet its objective of CPI + 5% p.a.* at low levels of volatility.
The Multi Asset team scour a wide range of asset classes to find the best investment opportunities. The Fund is then created using the below dynamic, proprietary process that balances the risk, return potential and diversification benefits of these investments.
WHY INVEST WITH US?
The Fund targets a pre-tax return of 5% per annum above inflation, before tax and fees, over rolling five-year periods, ensuring your money today keeps pace with your needs tomorrow. It’s the shock absorber every portfolio should have.
^ As at 31 December 2016. Five year net performance.
~ Total returns shown have been calculated using net performance and assuming reinvestment of distributions. Past performance is not indicative of future performance.
Unlike many other multi asset strategies, the Perpetual Diversified Real Return Fund can completely exit an asset class if we believe there is too much risk, or insufficient return to compensate investors for the risk involved. Which means investors can sleep easier at night.
Our dynamic asset allocation in action
CHANGES IN ASSET ALLOCATION (%)
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Perpetual’s Multi Asset team are highly experienced investment professionals with complementary skills, including multi asset portfolio management, manager research, consulting, macroeconomic modelling and quantitative modelling skills. That’s an average of 17 years’ judgement and experience, applied day in, day out on behalf of our investors.
The experience and discipline of the team means that we are aware of macroeconomic risks, but driven by valuations and responsive to opportunities. This is critical in capturing the best investment opportunities at the right time, helping to deliver on investor outcomes.