ABOUT THE FUND
Built to navigate change
The Perpetual Diversified Real Return Fund is a multi asset strategy designed for investors looking for a smoother investment journey without sacrificing returns. With a reassuring focus on growing and protecting investors’ wealth, the Fund combines a diverse set of investment opportunities and unparalleled funds management expertise.
-
ACCELERATE ON THE OPEN ROAD
Speed up when the road ahead is clear to maximise growth
-
CHANGE DIRECTION TO AVOID DELAYS
Stay focused on reaching your destination safely by selecting the right investment mix from a wide array of asset classes
-
BRAKE SAFELY IN AN EMERGENCY
A reassuring focus on protecting your wealth when the road ahead is treacherous
-
SPECIALIST EXPERTISE
A highly active asset allocation approach requires skill, experience and discipline
Want to learn more about our approach to investing?
WHY INVEST?
Delivering results for your clients
With the freedom to invest and move between a wide range of asset classes, the Perpetual Diversified Real Return Fund offers genuine diversification. Designed for investors seeking a more regular profile of returns, providing protection against inflation and volatility without having to sacrifice growth.
Our four quadrant approach to investing
1. What will protect you from inflation over 5 years?
Examples of the investments in this quadrant may include:
- Commodities
- Inflation linked bonds (BEI)
- Property
- Equities
2. What has a high probability of returning inflation + 5% p.a. over a rolling 5 year period (before fees and taxes).
Examples of the investments in this quadrant may include:
- Global equities
- Australian equities
- Small cap equities
- Infrastructure debt
- Bank loans
- Property
- Emerging markets debt / Emerging markets equity
3. Does the investment add the potential for uncorrelated returns?
Examples of the investments in this quadrant may include:
- Market Neutral Equities
- Relative value credit
- Forex exposures
4. What will protect the portfolio in times of market stress?
Examples of the investments in this quadrant may include:
- Equity put option
- RMB put option
- Fixed income
- Cash
THE TEAM
Meet the team behind the wheel of our all terrain-investment vehicle
SPECIALIST EXPERTISE
A highly active asset allocation approach requires skill, experience and discipline. Perpetual’s Multi Asset Team is highly experienced, with a complementary set of skills, including multi asset portfolio management, manager research, consulting and macroeconomic and quantitative modelling. The team applies an average of 19 years’ experience, day in and day out, to generate returns for investors.
OUR ACTIVE APPROACH TO ASSET ALLOCATION
Our Multi Asset team adopts a precision engineered approach to asset allocation. In this article, Michael O’Dea, Head of Multi Asset, explores Perpetual’s three layers of defence - designed to help smooth the investment journey.
Highly Recommended by Lonsec and Recommended by Zenith
DRIVER MANUAL
Everything you need to know about the Fund
Looking for brochures, educational information, latest performance and other investment resources?
Find all the resources you need below.
OR email yourself all of the Driver Manual PDFs
GET STARTED
Interested in how the Perpetual Diversified Real Return Fund can help navigate a challenging return environment?
Ready to talk?
Call us on 1800 062 725
This website has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice. 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 PDS for the Perpetual Diversified Real Return Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the 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.
The Lonsec Rating (assigned March 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to ‘General Advice’ (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Perpetual’s product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to their website at: https://www.lonsec.com.au/investment-product-ratings/.
The Zenith Investment Partners (‘Zenith’) Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document is limited to ‘General Advice’ (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on their Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines.