Australian Shares

Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.

At Perpetual, we believe in investing in quality companies with sound management, conservative debt levels, recurring earnings and a quality business. Our investment decisions are driven by rigorous company research, which includes more than 1,000 company meetings or calls per year.

Perpetual's Australian shares team manage a range of Australian share strategies across the market capitalisation spectrum. We manage long only, long/short, absolute return and concentrated strategies.

The real value of investing in shares

The key to successful share investment is diversification and taking a long-term view.

Why invest in Australian shares?

  • Protection against inflation

    Inflation erodes purchasing power and reduces real investment returns. Australian shares can provide protection against inflation over the long term.

  • Capital growth

    Capital growth is an important source of wealth creation. The success of a company’s management, business model, strategy and earnings growth can contribute to share price increases over time.

  • Potential Tax Benefits

    If a company has already paid tax on its income, a share investor may be able to receive a tax benefit, called a franking credit, for dividends received from that company.

  • Source of income

    Shares can provide a steady and growing source of income, known as dividends, even during periods when share prices are weak. Dividends are paid out of earnings, which usually increase as a company grows.

Why Perpetual?

Expert stock pickers

Our expertise in buying quality and undervalued Australian companies has long been recognised through industry awards. Our focus on buying quality stocks when they are undervalued has rewarded investors over the long-term.

Outstanding track record

We have managed Australian shares since 1966, making Perpetual one of Australia’s longest established share investors.

Stable and experienced team

The size and depth of our Australian equities team (an average of 14 years of industry experience) benefits our clients as we have excellent access to company management. The team conducts more than 1,000 company meetings or calls per year.

Shorting expertise

For selected strategies, we deploy our stock picking expertise for short selling or ‘shorting’ companies that we think are overvalued. Our shorting capability has been an important strategy since 2003.

Investment philosophy and approach

At Perpetual our investment philosophy drives our investment decisions. The way we seek to identify opportunities and manage our Australian share portfolios is guided by specific principles:

  • We believe equity markets are only semi-efficient
  • As a result, we believe you can beat the returns available from the market (or a market benchmark) by identifying and investing in high quality companies trading at attractive prices
  • We identify these companies through our own fundamental, in-depth research.

What are the risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:

> Investments | > Superannuation | > Retirement

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Awards and recognition

© 2014 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar's subsidiaries, nor Morningstar's employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information