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The Perpetual Wholesale Diversified Growth Fund aims to provide long-term capital growth as well as regular income. A balanced allocation to both growth and defensive assets helps manage risk while helping to offset the impact of inflation.

The Perpetual investment team focus on value and quality in their stock selection, seeking to own assets whose price is attractive relative to its return potential.

Features and Benefits

  • Quarterly income distributions

    The Fund offers investors the benefits of regular quarterly income.

  • Asset allocation focused on balance

    The portfolio is balanced to provide long-term growth but with enough defensive assets to generate some income and reduce volatility.

  • Risk management

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

  • Deep stock-picking experience

    Investment decisions are made in one of the largest and most well-resourced equity teams in Australia.