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.
Cash and fixed income
Perpetual Active Fixed Interest Fund-Class A Fund
General
General 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 on an ongoing basis before fees and taxes.
Perpetual Active Fixed Interest Fund Fund
General
General 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 on an ongoing basis before fees and taxes.
Perpetual Credit Income Fund Fund
General
General 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
General
General 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
General
General 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
General
General 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
General
General Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with regular income by investing in deposits, money market and fixed income securities.
Perpetual Pure Credit Alpha Fund Class W Fund
General
General 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
General
General 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
General
General 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. A positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
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.