Investment opportunities unconstrained by borders
The Perpetual Global Share Fund is a hand-picked portfolio of between 20 to 40 high quality companies chosen for their long-term investment potential and attractive valuations.
Australian shares
Perpetual Industrial Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Cash and fixed income
Perpetual Diversified Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide regular income and consistent returns above the UBS Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.
International shares
Perpetual Global Share Fund Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index ($A) (before fees and taxes) over rolling three-year periods. On 30 January 2015 Perpetual appointed its in-house equities team for the ongoing management of the Perpetual Global Share Fund. Performance prior to this time was that of the former investment managers.
We note that we are updating the manner in which we disclose Management Costs, in accordance with ASIC Class Order [CO 14/1252](RG97), where a PDS is issued after 1 March 2017. Please check the continuous disclosure to determine if a PDS has been issued after 1 March 2017 and Management Cost disclosure has been updated.