The trouble with Set and Forget

Don’t leave your clients at the mercy of economic, political and market events. Be active in their interest.

 

Talk to Perpetual

Why Perpetual’s active investment style
can work for your clients

YOU CAN BE ACTIVE SITTING OUT

Staying out of expensive assets is part of the art of active investing. Our Diversified Real Return Fund slimmed its equity exposure in Q4 2018. So investors gained.

THE LONG AND THE SHORT OF IT

With our SHARE-PLUS Long-Short Fund your clients’ wealth needn’t follow the market down. They can make money from undervalued stocks – and overvalued ones.

START SMALL, DON’T STAY SMALL

There’s a difference between patience and neglect. Our Smaller Companies team invest in small companies for long-term growth. But when the facts change, we act fast – to sell out or buy more.

CHOOSE YOUR VEHICLE

Wider investment choice across vehicle, asset, region? The Perpetual Credit Income Trust aims to generate sustainable, regular income by investing in a diversified portfolio of credit and fixed income assets.

Feature Fund

 

It's adaptive suspension for your clients’ capital

The Diversified Real Return Fund

  • Multi asset strategy designed to smooth your clients’ investment journey without sacrificing return.
  • Ability to navigate challenging terrain with the freedom to invest in and move between a wide range of asset classes.
  • Precision engineered to deliver CPI+5% p.a.* at low levels of volatility for your clients.

*Over rolling 5 year periods, before tax and fees


In the long-run it pays to be pro active

Perpetual Global Share Fund
The Perpetual Global Share Fund has outperformed* the index since inception by actively weeding out ordinary companies.
Perpetual Diversified Income Fund
The Perpetual Diversified Income Fund outperformed* its index since inception and over three, five and seven years. The investment team are quick to move across the ratings and capital structure when the outlook changes.

GROWTH OF $10,000 SINCE INCEPTION

GROWTH OF $10,000 SINCE INCEPTION

The Perpetual Global Share Fund has been operating since August 2014. The Fund did not have a unit class that included fees from the period 1 January 2011 to 28 August 2014. The Growth of $10,000 chart has been calculated using the performance of the W Class less a 1.10% Management Fee and 15% Performance Fee which are the fees applicable to Class A. Class A & Class W have identical investments. Further details on the Performance Fee calculation is available in the Perpetual Global Share Fund Product Disclosure Statement offering ‘Class A units’. The estimated Performance Fee accrued as at 27 August 2014 is not carried into actual performance calculations commencing 28 August 2014.No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund has been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
UBS Australian Bond Index changed to Bloomberg AusBond Bank Bill Index effective 26 September 2014. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for entry or exit fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
Perpetual Global Share Fund
The Perpetual Global Share Fund has outperformed* the index since inception by actively weeding out ordinary companies.
The Perpetual Global Share Fund has been operating since August 2014. The Fund did not have a unit class that included fees from the period 1 January 2011 to 28 August 2014. The Growth of $10,000 chart has been calculated using the performance of the W Class less a 1.10% Management Fee and 15% Performance Fee which are the fees applicable to Class A. Class A & Class W have identical investments. Further details on the Performance Fee calculation is available in the Perpetual Global Share Fund Product Disclosure Statement offering ‘Class A units’. The estimated Performance Fee accrued as at 27 August 2014 is not carried into actual performance calculations commencing 28 August 2014.No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund has been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
Perpetual Diversified Income Fund
The Perpetual Diversified Income Fund outperformed* its index since inception and over three, five and seven years. The investment team are quick to move across the ratings and capital structure when the outlook changes.
UBS Australian Bond Index changed to Bloomberg AusBond Bank Bill Index effective 26 September 2014. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for entry or exit fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.

Find out how we can help you

Our BDM team is rated over 8.5 out of 10 for “understanding adviser businesses”.^


^Perpetual Net Promoter Score Survey (research conducted by Woolcott Research).



 
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. The information about the Perpetual Credit Income Trust has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML) and issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (PTSL), which is also the responsible entity and the proposed issuer of units in the Perpetual Credit Income Trust (the Trust). The information contained in this website is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The relevant PDS should be considered before deciding whether to acquire or hold units in any fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. * Past performance is not indicative of future performance.