Perpetual Pure Equity Alpha Fund

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 Fund aims to generate positive returns with minimal volatility over equity market cycles. By combining both long (to hold) and short (to sell) positions the Fund is able to take advantage of rising and falling markets and provide some protection against falling markets.

We employ our tried and proven bottom-up stock selection process for both long and short positions. Through fundamental company research, we aim to identify opportunities to buy quality, undervalued companies. On the short side of the portfolio we opportunistically target stocks that we expect will underperform. We rarely short the index, we short companies.


Absolute return portfolios

Absolute return long-short equity funds offer a differentiated solution to investors. Find out more in the brochure below.

Features and Benefits

  • More opportunities to manage downside risk

    The Fund’s ability to invest in Perpetual’s highest conviction long and short ideas means that portfolio performance can be better cushioned during periods of market weakness.

  • Absolute return focus

    By taking long and short positions, the Fund is better able to generate positive returns in both rising and falling markets.

  • Flexibility and conviction

    Our bottom-up company research generates the insights that drive our high conviction stock selection. The Fund is not limited by index weightings or market capitalisation.

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    Specialist shorting expertise

    Perpetual’s equity team has a highly experienced shorting investment capability. This skill and experience has helped the Fund identify shorting opportunities that have added to returns.

The Fund is able to take advantage of rising and falling markets, and provides useful protection for investors against falling markets.

Anthony Aboud, Portfolio Manager

WHAT ARE THE RISKS?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


> Investment | > Superannuation | > Retirement

Awards and recognition

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