Perpetual Industrial Share Fund

The Perpetual Industrial Share Fund is an actively managed portfolio of quality industrial shares. The Fund 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. We assess the quality of a business by looking at a company’s products, positioning and brands; its sources of competitive advantage; the barriers to entry in its market and any issues that that may influence the company’s future performance.

We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged and the price remains attractive.

As an ‘industrials only’ fund, we invest in sectors such as banking, telecommunications, tourism, building and engineering. Typically, industrial shares have historically provided lower volatility than resource shares – helping to provide a smoother ride and protect capital.

Features and Benefits

  • A true to label industrial share fund

    The Fund invests only in quality industrial shares. We believe industrial shares are generally more reliable and less volatile than resource shares as they are less influenced by commodity prices.

  • Enviable long-term performance across market cycles

    The Fund has been investing in industrial shares for nearly five decades - making it one of the most enduring managed funds in Australia.

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    Expert investment management

    The Fund is managed by one of Australia’s largest and most experienced equity teams. The team conducts more than 1,000 company meetings or calls each year to help identify quality companies.

  • Quality Investments

    Our rigorous screening process has helped to create a high quality portfolio, which has delivered strong capital growth and franked dividends over decades.

The Case for Industrial Shares

Take a deep dive into investing in industrial shares in Australia with the below flyer.

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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Awards and recognition

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