A MULTI ASSET PORTFOLIO.
REGULAR RETURNS WITHOUT SACRIFICING PERFORMANCE.
A dynamically managed, multi asset strategy designed for investors looking for a smoother investment journey without sacrificing returns. The Perpetual Diversified Real Return Fund offers a compelling combination of diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation*.
* Over rolling 5 year periods, before tax and fees.
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Greater certainty of investment outcomes
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Access a wide range of investments
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Dynamic Asset Allocation
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Specialist Expertise
THE CASE FOR REAL RETURN INVESTING
Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events.
EXPLORE OUR APPROACH
With the freedom to move decisively between asset classes, the team behind the Perpetual Diversified Real Return Fund dynamically manages the portfolio, aiming to deliver consistent, inflation beating returns and keep volatility in check.
The Fund is constructed using a proprietary four quadrant approach to portfolio construction. 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.
The Multi Asset team scour a wide range of asset classes to find the best investment opportunities. The Fund is then created using the below dynamic, proprietary process that balances the risk, return potential and diversification benefits of these investments.
What will protect from inflation over 5 years?
Examples of the investments in this quadrant may include:
Commodities
Inflation linked bonds (BEI)
Property
Equities
What has a high probability of 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
Does the investment add the potential for uncorrelated returns?
Examples of the investments in this quadrant may include:
Market Neutral Equities
Value minus Junk
Europe - US
Long USD vs Euro
Long USD vs AUS
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
WHY INVEST WITH US?
The Fund targets a pre-tax return of 5% per annum above inflation, before tax and fees, over rolling five-year periods, ensuring your money today keeps pace with your needs tomorrow. It’s the shock absorber every portfolio should have.
^ As at 28 February 2018. Five year net performance.
~ Total returns shown have been calculated using net performance and assuming reinvestment of distributions. Past performance is not indicative of future performance.
^ As at March 2018.Unlike many other multi asset strategies, the Perpetual Diversified Real Return Fund can completely exit an asset class if we believe there is too much risk, or insufficient return to compensate investors for the risk involved. Which means investors can sleep easier at night.
Our dynamic asset allocation in action
CHANGES IN ASSET ALLOCATION (%)
Tools and Resources
More information about the Perpetual Diversified Real Return Fund can be found in our clients tools and brochures
HAVE ALL THE ESSENTIAL TOOLS AND RESOURCES SENT TO YOUR EMAIL
Send to yourself or a client
OUR THINKING
Perpetual’s Multi Asset team are highly experienced investment professionals with complementary skills, including multi asset portfolio management, manager research, consulting, macroeconomic modelling and quantitative modelling skills. That’s an average of 17 years’ judgement and experience, applied day in, day out on behalf of our investors.
The experience and discipline of the team means that we are aware of macroeconomic risks, but driven by valuations and responsive to opportunities. This is critical in capturing the best investment opportunities at the right time, helping to deliver on investor outcomes.
FINDING RELATIVE VALUE OPPORTUNITIES IN REAL RETURN
Real return funds have the ability to use strategies such as “relative value” to exploit risk and return imbalances within asset classes. Find out how Perpetual has taken advantage of these opportunities to benefit your clients.
News & Insights
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I am a: Individual Investor | Financial Adviser | Institutional Investor or Consultant
PDS, Forms, Offer Documents
If you are interested in making an investment in Perpetual Wholesale Funds Review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the fund works and the risks involved.
OR CALL YOUR PERPETUAL BDM ON 1800 062 725
Get in touch with a Business Development Manager or email us at investments@perpetual.com.au