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The Perpetual Wholesale Balanced Growth Fund seeks to provide investors with long-term capital growth via an emphasis on local and global share investing.

Perpetual’s emphasis is on value and quality, seeking companies whose share price is attractive relative to its return potential.

Features and Benefits

  • Growth and income

    The Fund typically overweights growth assets, designed to provide income and capital growth over the long term.

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    Value investment philosophy

    Perpetual’s value approach is applied both to decisions between asset classes and within each asset class.

  • Active risk management

    Careful diversification, a focus on value and the ability to use portfolio protection strategies help reduce volatility in Fund performance.

  • Portfolio management experience

    The Diversified team’s expertise in tactical and strategic asset allocation is complemented by input from Perpetual’s large fixed income, credit and equities teams.

Awards and recognition