The Fund's objective is to earn long term returns superior to that of our competitors with less-than-average risk of loss. (For Wholesale Investors Only)
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
The Fund is designed for investors who are seeking strong medium to long-term capital growth potential, coupled with an increasing income stream payable from the dividends of the underlying shares.
The Fund employs Contrarius’ valuation-based, contrarian investment philosophy and aims to achieve long-term returns higher than the benchmark, without greater risk of loss.
Invests in the ownership and on-going management of a diverse portfolio of water entitlements (perpetual water rights) across several river systems and aquifers (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)
The WCM Quality Global Growth Fund is an actively managed fund (quoted managed fund) investing in global equities within the consumer, technology and healthcare sectors.
The WCM Quality Global Growth Fund is an actively managed fund investing in global equities within the consumer, technology and healthcare sectors and hedged in Australian Dollars.
The WCM Quality Global Growth Fund is an actively managed fund investing in global equities within the consumer, technology and healthcare sectors.
The Fund objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index by 3.0% p.a. after fees on a rolling 5-year basis.
The fund invests in companies and trusts listed, or soon to be listed, on the Australian Stock Exchange that offer an opportunity for above-average returns through their growth potential.
The portfolio aims to outperform the S&P/ASX 100 Accumulation Index by 2.0% p.a. (after fees) over rolling five-year periods.
The Fund aims to outperform (pre fees) the Bloomberg Ausbond Bank Bill Index plus 60 to 100 basis points per annum over rolling three year periods.
The Fund aims to provide a total return (both income and capital growth), after fees and costs, that exceeds the S&P/ASX Emerging Companies Accumulation Index over the medium to long term (For Wholesale Investors Only).
The Hayborough Opportunities Fund is an unregistered unit trust for wholesale investors, which invests in ASX-listed small- and mid-cap equities. The fund aims to outperform the S&P/ASX 200 Small Ordinaries Accumulation Index over rolling 5-year periods.
