Alternatives
Perpetual Growth Opportunities Fund Fund
Due to the nature of underlying assets of this Fund, the performance numbers may be delayed especially during annual distribution periods. For the latest available Fund performance please refer to the Fund Profile document available below.
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide long-term capital growth through investment in a diversified portfolio of private equity funds, infrastructure funds, opportunistic property funds, absolute return funds and other listed and un-listed investments consistent with the Fund's investment approach.
Perpetual Income Opportunities Fund Fund
Due to the nature of underlying assets of this Fund, the performance numbers may be delayed especially during annual distribution periods. For the latest available Fund performance please refer to the Fund Profile document available below.
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide consistent income through investment in a diversified portfolio of absolute return funds, specialist credit funds and other investments consistent with the Fund's investment approach.
Australian shares
Perpetual Pure Equity Alpha Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the RBA cash rate.
Perpetual Pure Microcap Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation of less than $250 million on acquisition. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX Small Ordinaries Accumulation Index.
Perpetual Pure Value Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
Perpetual Wholesale Australian Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Concentrated Equity Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Ethical SRI Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality shares of Australian ethical and socially responsible companies; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Geared Australian Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Income Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with: exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth; and above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.
Perpetual Wholesale Industrial Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares; and outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale SHARE-PLUS Long-Short Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Smaller Companies Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index; and outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
Wholesale Smaller Companies Fund No.2 Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide long term capital growth and income through investment in quality Australian shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
Cash and fixed income
Perpetual Active Fixed Interest Fund-Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
Perpetual Active Fixed Interest Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Bond Index (before fees and taxes) over rolling three-year periods.
Perpetual Credit Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.
Perpetual Ethical SRI Credit Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating, ethical and socially responsible assets.
Perpetual Exact Market Cash Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To match the Bloomberg AusBond Bank Bill Index after management fees on an ongoing basis.
Perpetual High Grade Floating Rate Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.
Perpetual Pure Credit Alpha Fund Class W Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with a positive return above cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
Perpetual Wholesale Diversified Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg Ausbond Bank Bill Index (before fees and taxes) over rolling three year periods by investing in a diverse range of income generating assets.
Perpetual Wholesale Dynamic Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide: capital stability and regular income by investing in a diversified range of income generating assets; and a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
Perpetual Wholesale High Grade Floating Rate Fund Class R units Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide investors with regular income by investing in deposits, money market and fixed income securities; and outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).
Diversified
Perpetual Diversified Real Return Fund - Class W Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Perpetual Diversified Real Return Fund - Class Z Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Perpetual Wholesale Balanced Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments; outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Conservative Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities; outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Diversified Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets; outperform the All Groups CPI + 4.5% pa (before fees and taxes) over at least three-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Split Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: achieve long term capital growth through investment in a variable mix of Australian and international shares and other securities with lower risk than 100% exposure to either asset class; Outperform a composite benchmark (before fees and taxes) comprising of the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting the Fund's allocation to the various asset types over rolling three-year periods.
International shares
Perpetual Global Innovation Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide investors with long-term capital growth through investment in quality global shares that are benefiting from changes in technology and innovation; and outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
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