Australian shares
Perpetual Pure Equity Alpha Fund - Class A 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.
Perpetual Pure Microcap Fund - Class A 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 or free float of less than $300m on acquisition.
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.
Perpetual SHARE-PLUS Long-Short Fund - Class S 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.
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.
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.
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. Aims to 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.
Perpetual Wholesale Income Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
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. To provide 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 investors with long-term capital growth and regular income through investment predominantly in quality Australian industrial shares.
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.
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.
Perpetual 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.
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