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Important Investor Information

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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.

Independent Research Reports


 

 

 

 


 


* This is an IPO related research report and any investor should seek advice from their wealth adviser

^The web application, the Content and the Reports are not intended to provide financial product advice and must not be relied upon or construed as such. The statements and/or recommendations on this web application, the Content and/or the Reports are our opinions only. We do not express any opinion on the future or expected value of any Security and do not explicitly or implicitly recommend or suggest an investment strategy of any kind.

The Content and the Reports provided at this web application have been prepared based on available data to which we have access. Neither the accuracy of that data nor the research methodology used to produce the Content and Reports can be guaranteed or warranted. Some of the research used to create the Content and the Reports is based on past performance. Past performance is not an indicator of future performance. We have taken all reasonable steps to ensure that any opinion or recommendation in the Content or the Reports is based on reasonable grounds. The data generated by the research in the Content or the Reports is based on research methodology that has limitations;and some of the information in the Content or the Reports is based on information from third parties.

We do not therefore guarantee the currency of the Content or the Reports. If you would like to assess the currency, you should compare theContent or the Reports with more recent characteristics and performance of the assets mentioned within it. You acknowledge that investment can give rise to substantial risk and a product mentioned in the Content or the Reports may not be suitable to you.

You should obtain independent advice specific to your particular circumstances, make your own enquiries and satisfy yourself before you make any investment decisions or use the Content or the Reports for any purpose. This web application and the Content and the Reports provide general information only. There has been no regard whatsoever to your own personal or business needs, your individual circumstances, your own financial position or investment objectives in preparing the Content and Reports available at this web application.

We do not accept responsibility for any loss or damage, however caused (including through negligence), which you may directly or indirectly suffer in connection with your use of this web application or the Content or the Reports, nor do so we accept any responsibility for any such loss arising out of your use of, or reliance on, information contained on or accessed through this web application, the Content or the Reports. 

 

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.