Perpetual Diversified Real Return Fund wins Morningstar Multisector Fund of the year 2022

Perpetual

Perpetual Asset Management

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We are excited and humbled to win the Multisector Fund of the year at the 2022 Morningstar Fund Manager of the year awards.

morningstar awards 

Aaron Russell, National Director, Advisory Services, receiving the award on behalf of the Perpetual team.

 

Morningstar Australasia Pty Ltd, a subsidiary of Morningstar Inc. (Nasdaq: MORN), a leading provider of independent research has named the Perpetual Diversified Real Return Fund as the Multisector Fund of the year at the 2022 Morningstar Fund Manager of the Year Awards on Friday, 25th February. 

The Morningstar Awards recognise the best of the Australian fund management profession that have made substantial contributions to investors’ success as selected by Morningstar’s manager research analysts. 

“Our 2022 winners have proven themselves to be excellent stewards of investors’ capital,” said Annika Bradley, Morningstar Australasia’s Director, Manager Research Ratings. “Australian investors are well served by a solid lineup of quality managers, but Vanguard Investments Australia wins our Overall Fund Manager of the Year award for a strong performance across their stable of funds and a preparedness to consistently put investors first.” 
 
Award winners are determined by a combination of qualitative research by Morningstar's manager research analysts; risk-adjusted medium- to long-term performance track records; and performance in the 2021 calendar year.

Find out more about our investment capabilities

Perpetual Asset Management Australia is a dynamic, active manager, offering an extensive range of specialist investment capabilities including Australian and global equities, credit, fixed income, multi-asset as well as environmental, social and governance (ESG), designed to help meet the needs of clients across Australia and New Zealand.

As one of Australia’s longest serving and most trusted investment managers, our longstanding commitment is to deliver superior outcomes over the long-term to clients.

Read more about our investment strategies.


HAVE ANY QUESTIONS?

We are here to help you with any enquiries regarding Perpetual’s investment funds and services, including new or existing investments. If you’re an adviser, call us on 1800 062 725, alternatively, if you’re an investor call 1800 022 033.

 Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded to Perpetual Diversified Real Return for Australian Fund Manager of the Year, Multisector, Australia.

This information has been prepared by Perpetual Investment Management Limited (PIML) 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. The information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.

The product disclosure statement (PDS) and Target Market Determination for the relevant funds, issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. 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. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.