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.
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ACCELERATE ON THE OPEN ROAD
Speed up when the road ahead is clear to maximise growth
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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
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BRAKE SAFELY IN AN EMERGENCY
A reassuring focus on protecting your wealth when the road ahead is treacherous
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SPECIALIST EXPERTISE
A highly active asset allocation approach requires skill, experience and discipline
Want to learn more about our approach to investing?
WHY INVEST?
Challenging times require a different approach
While 2020 has been a year like no other, it’s important we don’t allow the global pandemic to obscure pressing challenges for investors. These are not new – these challenges have been building for some time and we’ve witnessed a profound shift in the investment landscape. Approaches that have worked for decades may not continue to do so. This indicates a different approach to investing may be warranted in the years ahead.
Perpetual’s Diversified Real Return Fund responds to the shifting investment environment in crucial ways.
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 23 years’ experience, day in and day out, to generate returns for investors.
View the Multi Asset Team
Highly Recommended by Lonsec, Recommended by Zenith and a Morningstar Analyst rating of Bronze
THE CASE FOR
Real Return Investing
This brand new series of short articles below aims to help you learn more about real return funds and understand the important role they can play in your portfolio.
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 or apply below.
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HAVE $2,000 or MORE TO INVEST?
If you have $2,000 and above to invest, find out more about Perpetual Wealthfocus features and apply here.
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HAVE $25,000 or MORE TO INVEST?
If you have $25,000 and above to invest, find out more about Perpetual Wholesale features and apply here.
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For Advisers
If you wish to find out more about funds at Perpetual, click below to your dedicated hub.
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 rating issued 03/2020 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2020 Lonsec. All rights reserved. APIR Code:PER0556AUThe Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned September 2020) 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 our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines
Perpetual Diversified Real Return Fund received Morningstar Analyst Rating™ of Bronze as of 22/09/2020.
© 2020 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.