Perpetual Global Share Fund

The Perpetual Global Share Fund is a hand-picked portfolio of high quality companies chosen for their long-term investment potential and attractive valuations.

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

  • 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.

  • Insights by experts

    Leverage one of Australia’s largest and most successful investment teams to provide greater access and insights to companies world-wide.

  • Best Ideas Portfolio

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

  • True To Label Value Investing

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

Tools and Resources

More information about the Perpetual Global Share Fund can be found in our clients tools and brochures

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:


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