A NEW WAY TO HELP MEET YOUR INCOME NEEDS

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?

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. 


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. 


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.


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.


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.


ASX LISTED

Perpetual Trust Services Limited will apply for the Trust to be listed on the ASX to provide investors with liquidity.



* 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 Update
Investments

Monthly Investment Update August 2019

August was a positive month for the Perpetual Credit Income Trust (ASX:PCI) delivering a return of 0.1%, performing in-line with its benchmark. This is despite challenging market conditions.

Loading...

A NEW WAY FOR YOU TO MEET YOUR INCOME NEEDS

Perpetual Investments’ Michael Korber says Australians are underinvested in fixed income assets when it comes to the defensive part of their portfolios. Here he talks about the new Perpetual Credit Income Trust - a new way to access credit and fixed income assets.

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. 

The information on this website has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML) and issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (PTSL), which is also the responsible entity and the proposed issuer of units in the Perpetual Credit Income Trust (the Trust). 

The information contained in this website is general information only, is not financial advice, and has been prepared without taking into account your objectives, financial situation or needs.  You should consider the product disclosure statement of the Trust dated 8 March 2019 prior to making any investment decisions in relation to the Trust.  If you require financial advice that takes into account your personal objectives, financial situation or needs you should consult your licensed or authorised financial adviser. 

Neither PIML nor PTSL guarantees the repayment of capital or any particular rate of return from the Trust.  Neither PIML nor PTSL gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained on this website.  To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not a reliable indicator of future performance.