Perpetual Share-Plus Long-Short Fund

The Perpetual SHARE-PLUS Long-Short Fund invests in companies we believe will rise in value and takes short positions in companies we believe will fall in value.

The Fund offers investors a broader set of investment opportunities: it can take long (to hold) and short (to sell) positions in companies and may hold up to 35% of the portfolio in cash.

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.

Features and benefits

  • OUTSTANDING TRACK RECORD

    The Fund has outperformed the Australian sharemarket over the longer term and with lower levels of risk.

  • Greater flexibility in implementing ideas

    By taking long and short positions the Fund has the flexibility to generate returns from rising and falling share prices.

  • Rigorous research is the engine for stock selection

    Perpetual’s bottom-up company research generates the insights that drive our stock selection for both long and short positions. We focus on quality and value to identify companies with the greatest return potential.

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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.

DEMYSTIFYING LONG-SHORT FUNDS

Learn more about the investment approach of the Perpetual SHARE-PLUS Long-Short Fund from Anthony Aboud and Paul Skamvougeras.

Perpetual SHARE PLUS Long Short Fund Meet the team

Perpetual's Long-Short investment team explain their investment approach and how they identify a good shorting opportunity - and why they work so well together.

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

Ways to Invest

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Awards and recognition

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