Perpetual Balanced Growth Fund
The Fund seeks to provide investors with long-term capital growth via an emphasis on local and global share investing. (For Wholesale Investors Only)
The Perpetual Balanced Growth Fund is designed to be a core strategy for investors seeking an actively managed approach to all key asset classes in a portfolio.
The Fund typically has significant exposure to growth-seeking assets (such as Australian and international shares) and a lower allocation to income securities, albeit these are managed dynamically.
It is designed primarily for investors seeking higher returns with a longer time frame than more conservatively managed portfolios.
The Fund aims to:
- provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.
- outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods.
- outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
| Assets | Range % |
| Australian shares | 10 - 50% |
| Cash | 0 - 30% |
| International shares | 10 - 50% |
| Property | 0 - 15% |
| Fixed income and credit | 0 - 45% |
| Other assets | 0 - 30% |
Click here for our latest Pricing and Performance.
Perpetual Limited is a diversified financial services company which has been serving Australians since 1886 when it was established as a trustee company by a group of businessmen including Sir Edmund Barton, later to be Australia’s first Prime Minister. That trustee heritage – and the culture it created around putting clients first – is what makes Perpetual unique.
Over more than 135 years we have supported clients and communities through periods of great change and volatility, continuing to evolve to provide products and services to meet the changing needs of our clients – some of which span five generations.
Today, we are an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, providing asset management, private wealth and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
At Perpetual, we are, and have always been, committed to acting in the best interests of our clients and the communities we support to ensure a positive impact and help build a sustainable future. We aim to be the most trusted brand in financial services.
Our purpose is, and has always been, to create enduring prosperity.
Michael is Head of Multi Asset for Perpetual Investments. In this role, he is responsible for the suite of Multi-Asset Funds and capital markets research.
Michael joined Perpetual in June 2014 and has 18 years of finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held several positions across research, consulting and portfolio management, including Head of Investments, and Implemented Consulting.
Earlier in his career, Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australia and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Click here to view our latest fund profile.
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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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