Sorry, the funds information are not available for the moment. Please try again later.

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.

Features and Benefits

  • 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.

  • Experienced team

    The Fund is managed by one of Australia’s largest and most experienced equity teams.