The Perpetual Wholesale Conservative Growth Fund aims to offer investors moderate medium-term growth as well as some income, while managing risk. The Fund is broadly diversified but with an emphasis on cash and fixed income. A value philosophy drives active decisions around weightings between asset classes and within asset classes.
A “total portfolio” approach seeks out only the best risk adjusted returns, while portfolio protection strategies aim to protect on the downside during extreme events.
Income and Growth
The Fund seeks to deliver moderate capital growth over the medium-term whilst also paying investors a quarterly income.
The Perpetual team uses active management and a value-driven investment process to reduce risk.
Managed to beat inflation
The Fund balances conservative assets like fixed income and alternatives, with exposure to equities for protection against inflation.
The Portfolio Manager uses cycle and momentum signals to time investment decisions and can use portfolio protection to protect against major market falls.