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