Barrow Hanley Global Equity Trust

The investment objective of the Barrow Hanley Global Equity Trust (“Trust”) is to provide investors with higher returns compared to the Benchmark (the MSCI World Index (AUD)), while maintaining lower risk.

The responsible entity of the Trust is Equity Trustees Limited. The responsible entity has appointed Perpetual Investment Management Limited (PIML) as the investment manager of the Trust. PIML has appointed specialist investment manager, Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Trust. 

Barrow Hanley is a leader in global value investing. Founded in 1979 and based in Dallas, Texas (USA). Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives. Barrow Hanley is a 75% owned subsidiary of Perpetual Limited and a related party of PIML. 

Barrow Hanley strives to achieve the Trust’s investment objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade below their intrinsic value for reasons that they can identify, believe are temporary and have a clearly identified path to achieving fair value.


 

Barrow Hanley

 

Resources

Download Barrow Hanley Global Equity Trust Profile

Download Product Disclosure Statement & Application Form

Download Reference Guide

Redemption Form

Unit pricing is available on the Investor Portal or Adviser Portal, or alternatively, by contacting our client services team on 1800 022 033.

The information on this website has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML). Equity Trustees Limited ABN 46 004 031 298 AFSL 240975 (EQT) is the responsible entity and issuer of units in the Barrow Hanley Global Equity Trust (the Trust).  Barrow, Hanley, Mewhinney & Strauss LLC (BHMS) is the delegated manager of the Trust.

The information contained in this website is general information only and is not financial product advice. It has been prepared without taking into account your objectives, financial situation or needs.  You should consider the product disclosure statement of the Trust prior to making any investment decisions in relation to the Trust.  If you require financial product advice or any other professional advice that takes into account your personal objectives, financial situation or needs you should consult a financial adviser or other professional adviser.

Neither PIML, BHMS nor EQT guarantees the repayment of capital or any particular rate of return from the Trust.  Neither PIML, BHMS nor EQT gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained on this website.  To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not a reliable indicator of future performance.