The Trilogy Enhanced Income Fund invests in a portfolio of cash, fixed interest & other financial assets, enhanced via investment in the Trilogy Monthly Income Trust. The Fund’s target return benchmark is the Official Cash Rate plus 1.5% p.a.

The Fund invests in Australian government bonds, State (semi) government bonds, supranational bonds, investment grade corporate bonds, and other fixed income securities.

TermPlus aims to provide everyday Australian investors with stable, attractive monthly income, offering a simple and stress-free way to achieve competitive returns.

Consistent returns aiming for cash + 1.50%

The Fortlake Sigma Opportunities Fund seeks the most compelling risk-adjusted return opportunities within global fixed income 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 Mutual Income Fund is a portfolio of debt instruments issued by the major Australian banks and other Australian Authorised Deposit-taking Institutions (ADIs).

The Company is raising capital by offering redeemable Preference Shares, to fund its lending business and its debt collection businesses.

Designed for investors seeking predictable outcomes - including above cash rate returns, consistent income and capital stability (For Wholesale Investors Only).

The DDH Fixed Interest Fund invests primarily in Australian fixed interest markets, giving investors access to wholesale portfolios managed by QIC, a leading fixed interest manager.

The High Yield Fund offers fixed income credit products otherwise not available to retail investors, targeting capital stable higher yielding assets.

The Fund’s objective is to provide investors with regular income via monthly distributions from investing in Notes.

The Fortlake Real-Higher Income Fund provides diversified exposure to a variety of return sources to deliver consistent returns above cash.

The Mutual Cash Fund is a portfolio of the best Australian major bank term deposits with small cash holdings.

The Mutual Cash Fund offers a diversified portfolio of fixed income credit assets with low correlation to equity markets.