Perpetual Global Share Fund Hedged

Please Note: We are closing the Perpetual Wholesale Global Share Fund Hedged (‘the Fund’), effective 27 July 2020, with the view to terminating the Fund by 4 September 2020 (‘the termination date’).

Effective 27 July 2020, we have ceased accepting:

  • any new investors or additional investments (including switches) into the Fund
  • all withdrawal and switch requests from the Fund.

After termination the portfolio will be liquidated and the proceeds will be returned to investors.

The Perpetual Global Share Fund Hedged is a hand-picked portfolio of high quality companies chosen for their long-term investment potential and attractive valuations. The Fund aims to minimise the effect of movements in the Australian dollar (AUD) by hedging the majority of the Fund’s foreign currency exposure back to the AUD.

We constantly assess the world’s best investment ideas and seek to invest in companies that have the potential to deliver strong investment returns over the long term. The Fund employs the same disciplined, active, value-based investment approach used across Perpetual’s broader equities capability. Wherever it invests, the Fund seeks high quality companies with strong balance sheets, consistent earnings growth and strong free cash flow.

With around 98% of the world’s investment opportunities located outside of Australia, the Fund enables investors to access companies that operate in differing regions and in industries under represented in Australia.

Features and Benefits

  • True To Label Value Investing

    Perpetual has a 50 year track record of true-to-label value investing.

  • Stock Picking Skills

    We use our experience, insights and skills to uncover the companies we believe have the greatest long-term potential while always focusing on the downside risk.

  • Best Ideas Portfolio

    A high conviction portfolio – which means we build a concentrated portfolio of our best ideas.

  • Currency Exposure Is Hedged

    We use hedging to minimise the impact of movements in the Australian dollar on investment returns.

The Case for Global Shares

Our people and our process set us apart from other global fund managers. We apply our experience, insight, and skill to identify global companies with the greatest long-term potential.

WHAT ARE THE RISKS?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


> Investment | > Superannuation | > Retirement

Employee, Global Share Fund- How we Invest

By investing overseas you can capture the growth potential of today’s global giants, like Apple and Samsung, or tap into the next generation of leaders.

Garry Laurence, Global Equities Portfolio Manager