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?
Delivering results for your clients
Our investment philosophy is based on value as the key driver of investment decisions across all asset classes. Everything we do is about protecting and growing the wealth of our investors.
The Perpetual Diversified Real Return Fund is unique in that the Multi Asset team build the portfolio from the ground up. With the freedom to invest and move between a wide range of asset classes, the Fund is constructed using a proprietary four quadrant approach. Before any investment ever makes it into the portfolio, it must prove its worth in contributing to helping the fund meet its objective of CPI + 5% p.a.* at low levels of volatility.
*Over rolling 5 year periods, before tax and fees
Our four quadrant approach
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.
Michael O’Dea, Head of Multi Asset describes the investment approach of the Perpetual Diversified Real Return Fund and examines different ways the Fund invests across various stages of the investment cycle, constantly adjusting the asset exposure to be in the right assets at the right time.
DRIVER MANUAL
Everything you need to know about the Fund
The materials below contain all the fund facts, important details on the investment process and a client friendly brochure to help educate your clients on the benefits of real return investing.
Get the Driver Manual (with all tools and resources)
GET STARTED
Interested in how the Perpetual Diversified Real Return Fund can help navigate a challenging return environment?
Contact your Perpetual Business Development Manager on 1800 062 725 OR
Email Us
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.