Aims to provide monthly income by investing in a diversified pool of credit and fixed income assets
The Perpetual Credit Income Trust (the Trust) aims to generate sustainable, regular income by investing in a diversified portfolio of credit and fixed income assets. The Trust targets a total return equal to the RBA Cash Rate plus 3.25% pa (net of fees)^ through the economic cycle.
Capitalised terms that are not otherwise defined on this webpage have the meaning given to them in the PDS.
^ This is a target only and may not be achieved
|Monthly income.||The Trust targets a total return equal to the RBA Cash Rate plus 3.25% pa (net of fees).* The Trust intends to pay income monthly.|
|Benefit from Perpetual Asset Management Australia.||Perpetual Asset Management Australia is the Trust's investment manager. Perpetual Asset Management Australia's Credit and Fixed Income Team has extensive experience and a consistent track record of performance. The senior portfolio managers have been investing together for over a decade.|
|Diversification.||The Trust will hold a portfolio of credit and fixed income assets diversified by asset type, credit quality, maturities, country and issuer. It is expected that the portfolio will hold approximately 50 – 100 assets. Many of these assets are not typically available to individual investors.|
|Access to defensive assets.||By investing in the Trust, you gain access to fixed income and credit assets – a defensive asset class which typically has a track record of low capital volatility.|
|Dynamic investment strategy.||Perpetual Asset Management Australia's investment process seeks to preserve capital and deliver repeatable returns. Its active investment strategy allows it to position the portfolio to address changing market and economic conditions.|
|ASX listed.||Perpetual Trust Services Limited will apply for the Trust to be listed on the ASX to provide investors with liquidity.|
This website does not constitute an offer to invest in the Trust. All investments are subject to risk which means the value of investments may rise or fall, which means that you may receive back less than your original investment or you may not receive income over a given time frame. The key risks associated with investing in the Trust include ASX liquidity risk, investment risk, credit and default risk, credit margin risk, investment strategy risk, related party risk, legal and regulatory risk. Refer to section 7 of the PDS for a comprehensive summary of potential risks. Please click here for more details on the associated risks.
This information on this website has been prepared and issued by Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 (PIML). Perpetual Trust Services Limited ABN 48 000 142 049 AFSL 236648 (PTSL) is the responsible entity and issuer of the Perpetual Credit Income Trust ARSN 626 053 496 (Trust). PTSL has appointed PIML to act as the manager of the Trust.
The information contained in this website is general information only, is not financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement of the Trust dated 8 March 2019 prior to making any investment decisions in relation to the Trust. If you require financial advice that takes into account your personal objectives, financial situation or needs you should consult your licensed or authorised financial adviser.
Neither PIML nor PTSL guarantees the repayment of capital or any particular rate of return from the Trust. Neither PIML nor PTSL gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained on this website. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not a reliable indicator of future performance.
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