Perpetual Australian Share Fund
Aims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares. (Wholesale Investors Only)
Investment Objective
Aims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
Investment Approach
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:-
- conservative debt levels
- sound management
- quality business; and
- recurring earnings.
The Fund may have up to 20% exposure to investments in international shares where we believe there are
opportunities that may enhance returns.^
Derivatives may be used in managing the Fund.
^The Fund invests predominantly in Australian shares listed on or proposed to be listed on any recognised Australian exchange but may have up to 20% exposure to international shares listed on or proposed to be listed on any recognised global exchange. The Fund may also invest in Australian or international shares proposed to be listed within six months on any such recognised exchange, limited to 10% of the Fund’s net asset value. Currency hedges may be used from time to time.
An Investment Approach That Has Stood The Test of Time
We seek to hold quality companies that are undervalued because of the potential for the share price to rise.
Consistent long-term performance
The Fund has generated above-market returns over the long-term. This reflects our focus on capturing sustainable, long-term investment returns. Perpetual has been managing Australian shares since 1966.
Depth of Research
The team conducts more than 1,000 company meetings or calls per year. This is an important input to our research and assists in our deep understanding of a company.
Experienced Investment
Team Perpetual’s investment team has extensive experience in investing in Australian shares. The portfolio managers and analysts in the team have an average of more than 14 years investment experience.
Click here for our latest Pricing and Performance.
Click here to view our latest Fund Profile.
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Statutory Statement
The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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