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.
Cash and fixed income
Perpetual Active Fixed Interest Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
Perpetual Credit Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Investment objective: Aims to provide investors with regular income by investing in a diversified range of income generating assets, and outperform the Bloomberg AusBond Bank Bill Index** over rolling three-year periods before fees and taxes.
Perpetual Ethical SRI Credit Fund-Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with 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 diversified range of income generating,ethical and socially responsible assets.
Perpetual Exact Market Return Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Investment objective: 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.
Perpetual High Grade Floating Rate Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
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.
Perpetual High Grade Floating Rate Fund Class R units Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
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).
Perpetual Pure Credit Alpha Fund W Class Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Investment objective: The Fund aims to provide investors with a positive return above the 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 Active Fixed Interest Fund Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
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 a rolling three-year period.
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. The Fund aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to the overall portfolio) rather than capital allocations.
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 ESG Real Return Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To target a return of inflation plus 5% per annum (before fees and taxes) over rolling 5 year periods. To achieve the return objective while minimsing risks through investing in a diversified range of ethical and socially responsible assets.
Perpetual Wholesale Balanced Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The fund 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 a composite benchmark (before fees and taxes) reflecting its allocation to various asset types over rolling three-yer 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; 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 regular income through investment in a diversified portfolio of growth and income assets; 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 the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting Fund's allocation over 3-years.
International shares
Perpetual Global Innovation Share Fund - Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aim to provide investors with long-term capital growth through investment in global shares that are benefiting from technological change 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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