The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
The Fund invests principally in listed (or soon to be listed) international equities, will typically have 45 to 75 holdings and can invest in developed and emerging markets.
The Fund aims to provide regular income and consistent returns by investing in a diverse range of income generating assets that meet Perpetual’s ESG and values-based criteria (For Wholesale Investors Only).
The Fund is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based criteria. (Wholesale Investors Only)
MIPS offers the ability to create a bespoke fixed income portfolio based on your key investment objectives including liquidity, credit, duration, diversification and Ethical, Social & Governance (ESG) position.
The Fund aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
These portfolios feature "Tactical Asset Allocation", meaning the amount of Cash, Bonds and Shares in each portfolio is adjusted by Nucleus Wealth to take advantage of global economic themes.
A high conviction portfolio with a sustainable edge.
The Fund's investment strategy is to primarily invest in property development projects that take into account ESG considerations where it would be a benefit to the final revenue and value of the Fund.
Pengana International Equities Limited is a Listed Investment Company that exists to provide shareholders with capital growth and regular, reliable fully franked dividends.
The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.
Passively managed investment solutions for those who are happy to receive indexed returns whilst paying lower fees.
These portfolios hold only Australian or International shares respectively, and do not feature Tactical Asset Allocation, meaning they are always fully invested and are not ‘de-risked’ at any time.
The Fund invests in global listed equities that contribute to a meaningful reduction in climate change. (Wholesale Investors Only)
Invest in robotics, automation and artificial intelligence.
The Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. (For Wholesale Investors Only)