In uncertain times, the best form of attack is often defence

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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

  • Specialist Expertise

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.

*Over rolling 5 year periods, before tax and fees
Perpetual Diversified Real Return

Through our dynamic asset allocation approach, we are constantly adjusting the Fund’s asset exposure to be in the right assets at the right time.

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 (%)

OUR THINKING

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.

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Meet the multi asset team who built the shock absorber every portfolio should have.

Investments

Greater than the sum of its parts

It’s easy to talk about balancing risk and return. But actually doing it needs sophisticated thinking about inflation, diversification, sources of return and protecting your capital. Here’s how Perpetual do it…

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I am a: Individual Investor | Financial Adviser | Institutional Investor or Consultant

PDS, Forms, Offer Documents

If you are interested in making an investment in Perpetual Wholesale Funds Review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the fund works and the risks involved.

OR CALL YOUR PERPETUAL BDM ON 1800 062 725

Get in touch with a Business Development Manager or email us at investments@perpetual.com.au

This website has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The PDS for the Perpetual Diversified Real Return Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.