Australian Shares

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

When you choose Perpetual, you are buying into one of Australia’s most respected and longstanding active investment managers, with a proven investment process that has been refined through more than 50 years of experience. Our aim is to always produce the best possible return for investors without taking on undue risk.

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. Recognising the signs early allows us to respond to opportunities and manage risk, helping to deliver sustainable, long-term returns through changing market cycles.

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.

 

Zenith Fund Manager of the Year 2021

Real Value Investing

The real value of investing in shares

In this booklet we look at the benefits of sharemarket investing, the types of returns shares have delivered for investors, the most effective ways to invest in shares and how to manage the volatility that comes with it.

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

The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only. 


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The Perpetual Wholesale Industrial Share Fund, Australian Equities strategy received a Morningstar Analyst RatingTM of ‘Bronze’ as of 15-09-2021.

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