Perpetual SHARE-PLUS Long-Short Fund - Class S
Ways to Invest
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Perpetual SHARE-PLUS Long-Short Fund - Class S
Pricing & Performance
Performance as at 30/04/2022
Returns as at 30/04/2022
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | 1.73 | -- | 1.73 |
| 3 month | 11.01 | -- | 11.01 |
| 6 month | -- | -- | -- |
| 1 year | -- | -- | -- |
| 3 year | -- | -- | -- |
| 5 year | -- | -- | -- |
| 10 year | -- | -- | -- |
Fund Commencement Date
| February 2022 |
Target Market Determination (TMD)
Details & Fees
About this fund
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Fund Manager
Perpetual Investment Management Limited
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Asset Class
Australian shares
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Suggested Length
5 years or longer
Investment Objective
Aims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
Investment Approach
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
- conservative debt levels
- sound management
- quality business and
- recurring earnings.
The Fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the Fund.
Investment Details
| Minimum Initial Investment | $500,000 |
| With Savings Plan | |
| Minimum Initial Investment | $500,000 |
| Monthly Minimum | Nil |
| Minimum Additional Investment | $2,000 |
Fees
| Entry | 0 |
| Exit | 0 |
| Management Fee (p.a.) | Please refer to PDS. |
| Buy / Sell Spread | 0.2% / 0.2% |
Investment Guidelines
Distribution
| Half Yearly |
| June 30, December 31 |
How to Invest
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Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest. You can also invest through investor directed portfolio services.
> Continuous disclosure and updates for Perpetual Wholesale Funds
> Continuous disclosure and updates for Perpetual Pure Series Funds
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Making an investment
Review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the fund works and the risks involved.Online Application
Apply for Perpetual Wholesale funds
Apply for Perpetual Pure series funds
Mailing and application details address
Send your completed application & identification documents to:
Perpetual Wholesale Funds
GPO Box 4171, Sydney NSW 2001
If applying to Perpetual Pure Series Funds:
Perpetual Pure Series Funds
GPO Box 4171, Sydney NSW 2001
> Customer Identification Requirements
All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.
Downloads
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If you are an institutional investor
Please contact one of our institutional relationship managers or phone 1800 110 941.
Got a question?
Awards and recognition
