It takes a lot of NOs to get a quality YES

Saying NO when the whole market is saying YES can leave you feeling lonely.

But at Perpetual Investments we look past the hype. Across our equities, multi asset, credit and fixed income strategies we use extensive proprietary research to capture returns with less risk for your clients.

 

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WHY PERPETUAL’S ACTIVE INVESTMENT STYLE CAN WORK FOR YOUR CLIENTS

  • SCREEN AND SCREEN AGAIN

    Our equity strategies screen out companies that don’t meet our tests for debt, recurring earnings, sound management and business quality. That helps us avoid value traps and the kind of companies that go south fast when things get tough.

  • LOADED WITH DRY POWDER

    Whatever asset class you’re investing in, saying “no” when the market is running hot has a short-term cost. But avoiding poor or expensive assets does more than protect capital. It means Perpetual funds have cash ready to deploy when opportunities appear.

  • CHEAP MONEY, EXPENSIVE ASSETS?

    A decade of loose monetary policy has taken asset prices to elevated levels and the current cycle is getting very old. That makes it a good time to invest with a manager committed to buying quality and value.

See how it’s done

Perpetual’s investment experts explain the power of saying “no” when building investment portfolios.

Take 4 minutes to learn more.

 

 

Ready to talk?

Call us on 1800 062 725



Getting to yes (carefully)

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    VALUATION IS A DISCIPLINE

    Cheap money can make some stocks look like easy money to greedy investors. Perpetual’s Australian Equities process helps us avoid the emotion – and the temptation.

  • THE FIRST DOLLAR BACK

    High yield securities can generate attractive income returns. Perpetual’s Credit and Fixed Income team protect clients’ money by seeking only those likely to return capital even in a distressed situation.

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    THE FEW, NOT THE MANY

    Global markets are overvalued but Perpetual’s Global Share Fund is still finding quality. By rejecting many, it concentrates on the few stocks it really pays to own.

  • BUILT FROM THE GROUND UP, NOT BENCHMARKS DOWN

    Perpetual’s Diversified Real Return Fund is built with the client’s objective at the forefront. We avoid overvalued and vulnerable asset classes to protect client’s capital.

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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.