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The Perpetual Credit Income Trust (the Trust) aims to generate sustainable, regular income by investing in a diversified portfolio of credit and fixed income assets. The Trust targets a total return equal to the RBA Cash Rate plus 3.25% pa (net of fees)^ through the economic cycle.
Capitalised terms that are not otherwise defined on this webpage have the meaning given to them in the PDS.
^ This is a target only and may not be achieved
WHY INVEST?
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MONTHLY INCOME |
The Trust targets a total return equal to the RBA Cash Rate plus 3.25% pa (net of fees).* The Trust intends to pay income monthly.
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BENEFIT FROM PERPETUAL INVESTMENTS’ EXPERIENCE |
Perpetual Investments is the Trust's investment manager. Perpetual Investments' Credit and Fixed Income Team has extensive experience and a consistent track record of performance. The senior portfolio managers have been investing together for over a decade.
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DIVERSIFICATION |
The Trust will hold a portfolio of credit and fixed income assets diversified by asset type, credit quality, maturities, country and issuer. It is expected that the portfolio will hold approximately 50 – 100 assets. Many of these assets are not typically available to individual investors.
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ACCESS TO DEFENSIVE ASSETS |
By investing in the Trust, you gain access to fixed income and credit assets – a defensive asset class which typically has a track record of low capital volatility.
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DYNAMIC INVESTMENT STRATEGY |
Perpetual Investments' investment process seeks to preserve capital and deliver repeatable returns. Its active investment strategy allows it to position the portfolio to address changing market and economic conditions.
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ASX LISTED |
Perpetual Trust Services Limited will apply for the Trust to be listed on the ASX to provide investors with liquidity.
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* This is a target only and may not be achieved.
KEY RISKS
This website does not constitute an offer to invest in the Trust. All investments are subject to risk which means the value of investments may rise or fall, which means that you may receive back less than your original investment or you may not receive income over a given time frame. The key risks associated with investing in the Trust include ASX liquidity risk, investment risk, credit and default risk, credit margin risk, investment strategy risk, related party risk, legal and regulatory risk. Refer to section 7 of the PDS for a comprehensive summary of potential risks.
PCI Monthly Investment Update May 2019
The Perpetual Credit Income Trust (ASX Code: PCI) commenced trading on the Australian Securities Exchange on 14 May 2019. The Portfolio Management team is selectively deploying cash to opportunities viewed as attractive from a risk and reward perspective. Primary market purchases including taking a position in Citibank’s three year A$1.25 billion senior unsecured deal.
A NEW WAY FOR YOU TO MEET YOUR INCOME NEEDS
CONTACT US
Call 1300 778 468 (within Australia)
or +61(2) 9299 9621 (from overseas)
between 8.30am and 7.00pm (Sydney time)
Monday to Friday
Investor email support: perpetual@automicgroup.com.au
If you are uncertain as to whether an investment in the Trust is suitable for you, please contact your stockbroker, financial adviser, accountant, lawyer or other professional adviser.
