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. The fund employs the same disciplined quality and value investment approach used across Perpetual’s broader equities capability - and it’s working.
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STRONG PERFORMANCE
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True to Label
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Best Ideas Portfolio
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Positioned to Perform
The Case for Global Shares
Our people and our process set us apart from other global fund managers. We apply our experience, insight, and skill to identify global companies with the greatest long-term potential. The Fund's investment process is described in our investment brochure.
WHY INVEST WITH US?
Remaining true to our core value management style has seen the fund invest in a variety of well run, high quality and attractively priced companies. This bottom up approach, together with a conservative attitude towards managing money has helped deliver outstanding investment returns.
Watch our short animation to learn more about the Perpetual Global Share Fund
How are we making money?
As an active, value manager, with a bottom-up investment process, our approach is to make active investment decisions based on the intensive analysis of an investment’s quality, value and risk. We do not attempt to predict where markets are heading – we simply aim to choose the best quality investments at prices that represent good value, based on their potential risks and returns.
So what does that mean? We are looking for high quality companies that have strong balance sheets, exceptional management teams and try to buy them at an opportune time when the market is mispricing the business for some reason.
Key Fund Positions
COMPANY | RATIONALE | |
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Consumer brands |
Growing defensive business with longevity in earnings through strong brands | |
High quality, strong free cash flow and dividends |
Diverse customer bases, strong cash flow | |
Strong balance sheets |
$7bn of available cash on balance sheet | |
Fast growing Asian companies |
Structural tailwinds in the service sector as the economy evolves | |
Banks with low cost deposits |
Low price/book (P/B) and leverage to rising US interest rates | |
Monopolies/oligopolies |
High barriers to entry, low capex, stable growing earnings | |
Online digital advertising companies |
Structural shift in advertising expenditure as online becomes integral to daily lives | |
Tools and Resources
More information about the Perpetual Global Share Fund can be found in our clients tools and brochures
Global Insights
In what sectors and regions are we finding the best investment opportunities? Our experts share their insights and analysis from around the world.
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PDS, Forms, Offer Documents
If you are interested in making an investment. Review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the fund works and the risks involved.