Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management.
The first quarter of 2018 has reminded investors that markets don't go up in a straight line.
2017 was another fruitful year for our companies. Our portfolio managed to generate a return of 19.2% net of fees, beating the index by 6%.
The global economy has continued its healthy rate of economic growth over the past quarter with the US, Europe and Asia delivering healthy signs of growth.
Another financial year has gone by and I am happy to say that we have delivered strong investment performance for our clients.
The Perpetual Ethical SRI Fund aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies. Our newsletter looks at stock picks, investing trends and market moves.
The Perpetual Pure Equity Alpha Fund is an absolute return portfolio of the best share opportunities we have identified (both long and short), and is managed by one of Australia's most experienced equity teams.
The Perpetual Diversified Real Return Fund invests across a range of strategies, regions and sectors. The Fund targets a pre-tax return of 5% per annum above inflation, before fees, over rolling five-year periods.