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Cash, Credit and Fixed Income

Cash, Credit and Fixed Income

 

We offer a wide range of cash, credit and fixed income strategies. We take a highly active approach to buying and selling credit and fixed income securities and invest extensively across industries, maturities and the capital structure. Our portfolios are well diversified, income-focused and liquid. Importantly, we focus on managing portfolios that may provide diversification as part of a total portfolio solution.

We have expertise in creating tailored portfolios for institutional investors using the breadth of our capabilities, which includes:

  • Global and Domestic Credit and Fixed Income
  • Cash and Cash Enhanced
  • Active Duration
  • Absolute Return.

 

In addition to the above, Perpetual offer the following pooled cash, credit and fixed income investment strategies for institutional investors:

Strategy Objective Benchmark
Perpetual Pure Credit Alpha

Aims to provide investors with a positive return above the RBA Cash Rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.

RBA Cash Rate
Institutional Cash Management

Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities.

Aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.

Bloomberg AusBond Bank Bill Index
Perpetual Exact Market Return

Aims to provide investors with a return that matches the pre-tax benchmark performance of the Bloomberg AusBond Bank Bill Index (referred to as Exact Benchmarking) on an ongoing basis.

Bloomberg AusBond Bank Bill Index
Perpetual High Grade Treasury 

Aims to provide investors with regular income by investing in deposits, money market and fixed income securities.

Aims to outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.

Bloomberg AusBond Bank Bill Index
Perpetual Credit Income

Aims to provide investors with regular income by investing in a diversified range of income generating assets.

Aims to outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.

Bloomberg AusBond Bank Bill Index
Perpetual Active Fixed Interest

Aims to provide investors with regular income by investing in fixed income securities, primarily corporate and government bonds.

Aims to outperform the Bloomberg AusBond Composite Index on an ongoing basis before fees and taxes.

Bloomberg AusBond Composite Index
 
We look forward to discussing with you how Perpetual can meet your Cash, Credit and Fixed Income needs.

 

Please contact a member of our Institutional Sales team below:

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Adam Quaife
Chief Distribution Officer – Asset Management
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Matthew Cahill
Director of Institutional Business
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George Moromalos
Director, Consultant Relations & Institutional Business
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Brad Street
Consultant Relations & Institutional Sales Manager
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Belinda Nicholas
Director, Client Services
Adam Quaife
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Adam Quaife

Chief Distribution Officer – Asset Management
Bio

Adam was appointed Chief Distribution Officer for Asset Management in January 2023 following the acquisition of Pendal Group. Prior to that he was Head of Global Distribution having joined Perpetual in that role in December 2019.

Adam is responsible for the end-to-end Global Distribution function, leading the Perpetual Group’s sales and marketing strategies across all markets and channels.

Skills and experience

Adam has 25 years of industry experience in leading and developing international distribution teams, including extensive coverage of institutional, intermediary and consultant channels.

Prior to joining Perpetual, Adam spent 18 years with Franklin Templeton, where he held a variety of senior roles, including CEO of the Central Eastern Europe, Gulf & Eastern Med business, and Co-CEO of Templeton Asset Management Ltd in Singapore. Other notable roles included Head of Distribution Australia, where Adam opened the Australian operation for Franklin Templeton’s Global Advisory Services division, and also Head of Institutional for Australia & New Zealand.

Prior to joining Franklin Templeton, Adam held business development roles at AXA Australia and Colonial First State.

BCom (Curtin University WA); Graduate Diploma in Applied Finance and Investments (FINSIA)

Matthew Cahill
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Matthew Cahill

Director of Institutional Business
George Moromalos
George%20Moromalos%20220.jpg

George Moromalos

Director, Consultant Relations & Institutional Business
Brad Street
Brad_Street.jpg

Brad Street

Consultant Relations & Institutional Sales Manager
Belinda Nicholas
Belinda-Nicholas-150x200.jpg

Belinda Nicholas

Director, Client Services