Monthly Investment Update April 2022

PCI Monthly Update

Perpetual Asset Management

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The Trust’s portfolio has outperformed the Reserve Bank of Australia (RBA) Cash Rate over 1-month and 1-year periods by 0.1% and 2.4% respectively. The Trust’s positive performance is notable in a month of continued turmoil in financial markets. Markets continued to slide through April with equities falling while credit spreads widened, and bond yields rose sharply.

This document has been prepared and issued by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.