The Perpetual Geared Australian Share Fund is an actively managed portfolio offering higher potential returns through gearing (borrowing within the fund). With broad market exposure, it aims to provide long-term capital growth and regular income.
At Perpetual, we seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business model. We only invest in a company when we believe its share price is attractive relative to its return potential.
While all geared investments increase the impact of volatility, the geared fund’s benefits include: no margin calls, no credit checks and no need for collateral or assets as security.
Proven value-investing approach
We invest in quality companies that are undervalued, believing this approach can generate good long-term returns.
Borrowing to boost potential returns
The return potential of investment in Australian shares is boosted by gearing (borrowing) with the Fund.
Depth of research
The equity team conducts more than 1,000 company meetings or calls per year. This bottom-up research is a key component of stock selection.
The Fund is managed by one of Australia’s largest and most experienced equity teams.
Years of experience: 25Years at Perpetual: 12
Vince is the Deputy Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Direct Equity Alpha and the Perpetual Equity Investment Company (ASX:PIC).
Vince joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.
Prior to joining Perpetual, Vince was a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.
Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). Prior to this, Vince worked in corporate finance and foreign currency for Monte Paschi Australia Limited.
Vince has a Bachelor of Commerce with a major in Economics and Finance.