Multi Asset

Perpetual’s Multi Asset funds invest across a diverse range of investment opportunities, which can include domestic and global shares, credit and fixed income, cash, property, infrastructure and a range of other investments all combined within a single fund.

We actively manage the asset allocation of our Multi Asset portfolios. In doing so, we seek to reduce the risk of losing capital and capture the rewards of being invested in the right place at the right time.


THE CASE FOR REAL RETURN INVESTING

Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events.

Why invest in Multi Asset funds?

  • Diversification

    By investing across a broad range of strategies, managers and markets, investment risk may be diversified. Consequently, a Multi Asset portfolio can be more resilient and less affected by weak returns from any one strategy.

  • Asset allocation

    Asset allocation can be one of the most significant drivers of overall portfolio returns. A Multi Asset portfolio will have a mix of assets, some of which have low correlations with one another, which can improve risk-adjusted returns.

  • Risk and return focus

    Multi Asset portfolios are designed to achieve a targeted level of risk and return for the investor. Different portfolios can be built to meet an investor’s risk profile, desired return and investment horizon.

  • 'WHOLE OF PORTFOLIO' APPROACH

    There are a number of ways we take an integrated approach to managing our portfolios. This includes defining the clear role of each investment in achieving a portfolio’s investment objectives and centrally managing risks at the portfolio level, rather than in isolation.

Why Perpetual?

Experienced team

The senior members of the Perpetual Multi Asset investment team each have over a decade of experience in managing Multi Asset portfolios.

Wide range of investments

The Perpetual Multi Asset team has the expertise to capture a broad universe of investment strategies and the flexibility to implement these strategies through a range of internal and external capabilities.

Active asset allocation

While proprietary models and analytics are important inputs to the active asset allocation process, it is the skill, experience and discipline of the investment team that is critical in capturing the best investment opportunities at the right time.

Quality and value focus

Our overall investment philosophy is focused on quality and value. This belief is also reflected in our Multi Asset approach – we aim to identify the most attractive mix of quality global investment strategies and select leading fund managers to implement them.

Investment philosophy and approach

At Perpetual our investment philosophy drives our investment decisions. Specific principles guide the way that we seek to identify opportunities and manage our Multi Asset portfolios:

  • Markets are semi-efficient and have a tendency to overshoot and undershoot fair value
  • Future investment returns are primarily driven by the price you pay, so valuations are critical. This value approach applies when investing in individual securities as well as across asset class opportunities
  • We believe that a focus on buying quality investments at attractive prices and diversification across a range of markets, sectors, strategies and sources of returns helps protect our portfolios from losses
  • An active asset allocation approach may benefit investors because the manager is able to reduce (or exit) exposure to an asset when its fundamentals are poor or raise exposure when conditions are favourable
  • A highly active asset allocation approach requires skill, experience and discipline.

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

Awards and recognition

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