Perpetual Diversified Real Return Fund

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?

Download factsheet

Download fund profile


Ready to talk?
Call us on 1800 062 725

WHY INVEST?

Challenging times require a different approach

In history there are decades where not much happens, and there are months where decades happen. Covid has had far reaching effects on how economies function, where we work and how firms do business, and that process will have significant implications for risk and return dynamics within portfolios going into 2022 and beyond.

Perpetual’s Diversified Real Return Fund responds to the shifting investment environment in crucial ways.

Our four quadrant approach to investing


THE TEAM

Meet the team behind the wheel of our all terrain-investment vehicle

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.

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 and target Market Determination 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.

© 2022 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 ‘regulated financial advice’ under New Zealand law has 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. For more information refer to our Financial Services Guide (AU) or Financial Advice Provider Disclosure Statement (NZ) at www.morningstar.com.au/s/fsg.pdf and www.morningstar.com.au/s/fapds.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.

Morningstar Awards 2022 (c). Morningstar, Inc. All Rights Reserved. Awarded to Perpetual Diversified Real Return for Australian Fund Manager of the Year, Multisector, Australia