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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 Treasury 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 High Grade Treasury 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).
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
To provide regular income and consistent returns 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 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.
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