Welcome to the Perpetual’s Investment Insights webinars hub, where our Portfolio Managers exclusively share insights on the funds they manage, discuss their views on markets, cover where they are seeing opportunities and the fundamentals are affecting investment portfolios today, talk about portfolio construction and much more.
Australian Equities - May 2020
Multi Asset - April 2020
Multi Asset - February 2020
Welcome to the Perpetual Adviser Hub Fund Resources section. Check out the range of collateral to help you with your clients, download fund profiles and get easy access to our key fund webpages for more details.
For your interest – and for sharing with your clients – we’ve selected some of our best thinking on markets, economics and individual securities.
Perpetual publishes a range of newsletters to give you and your clients more information on our flagship investment funds. Don’t forget to sign-up if you want to receive these newsletters automatically – and to sign up to our Investing Matters newsletter which pulls together our latest investment articles across the asset class range.
Read bi-monthly insights and updates from Perpetual’s investment experts on a range of topical investment themes.
This newsletter looks at stock picks of ethical and socially responsible companies, investment trends and market moves.
Keep up to date with the latest investment opportunities we see for the Perpetual SHARE-PLUS Long-Short Fund.
This newsletter covers the market, stocks and economic updates from the investment team of the Perpetual Pure Equity Alpha Fund.
Keep up to date with the latest microcap stock picks from the managers of Perpetual’s Pure Microcap Fund.
Find out more about the stock picks and strategy of Perpetual’s Pure Value Share Fund.
Read the Global Share Fund newsletter for stock and market commentary from Garry Laurence and his team.
Check out the Fund newsletter for market updates and fund insights into Perpetual’s Diversified Real Return Fund.
Vivek Prabhu, Portfolio Manager of the Perpetual Diversified Income Fund shares his latest investment insights and portfolio updates.
Hear from Thomas Rice, Portfolio Manager of Perpetual’s Global Innovation Share Fund about his latest stock picks and portfolio insights.
The key drivers of return over the quarter were equity exposures as equity markets continued their recovery through July and August before selling off in September. Australian equity stock selection contributed to performance as value and quality biases outperformed through the rally and subsequent selloff.
The recovery in financial markets over the quarter has been dramatic. Supported by aggressively expansionary monetary and fiscal policies, equities and credit performed very strongly. Volatility subsided slightly but remains high in comparison to long term averages.
Market conditions in the quarter were particularly challenging, but returns were cushioned by a relatively low weight to equities and other risk assets, as well as positive contributions from Foreign currency exposure including through an AUDUSD put option, Global Equity put options and allocation to gold. Read more.
The Diversified Real Return Fund returned 0.6% (gross) in the December quarter. Over the past year, the Fund has returned 8.0% (gross) and over the past 5 years the Fund has returned 5.4% (gross) per annum compared with the objective of 6.8% (CPI plus 5%) over rolling 5 years.