Perpetual Diversified Real Return Fund - Class Z
The Fund invests across a range of strategies, regions and sectors and targets a pre-tax return of 5% per annum above inflation, before fees and taxes, over rolling five-year periods, while minimising downside risk. (For Wholesale Investors Only)
The Fund invests across a range of geographies, sectors, strategies, and sources of returns that can be difficult for investors to access directly.
As it is focused on reducing uncertain investment outcomes, the fund can suit those seeking a smoother, more regular profile of returns, providing protection against inflation and volatility without having to sacrifice growth.
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods while minimising downside risk.
With a greater diversity of investment opportunities, the Fund is designed for investors with a little or a lot to invest.
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods while minimising downside risk.
This version of the Perpetual Diversified Real Return Fund has a performance fee.
The Fund will invest in a diversified range of asset classes. The combination of assets held by the Fund at any time are those which we believe provide the greatest probability of achieving the target return over rolling five-year periods.
Perpetual may adjust the Fund's asset allocation to respond to changing market conditions and/or to take advantage of new opportunities.
In managing the Fund to meet its investment objective, the Fund may implement a considerable amount of its exposures via derivatives and may include alternative and private market assets.
Currency is managed at the Fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create exposure to a foreign currency. Net foreign currency exposure will be limited to 50% of the gross asset value of the Fund.
Investment in illiquid assets^ will be limited to 18% of the net asset value of the Fund.
^Illiquid assets are defined as assets that have no readily available secondary market and are not marketable securities. Units in unlisted funds are considered illiquid where underlying assets meet that definition.
| Assets | Range % |
| Australian shares | 0 - 50% |
| Cash | 0 - 100% |
| International shares | 0 - 50% |
| Property | 0 - 15% |
| Commodities | 0 - 15% |
| Other investments | 0 - 30% |
| Illiquid assets | 0 - 20% |
| Fixed income and credit | 0 - 100% |
Click here for our latest Pricing and Performance.
Perpetual Limited is a diversified financial services company that 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, the 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 a number of 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.
Geoff Ryan is Portfolio Manager for Diversified Strategies at Perpetual Investments. In this role, he is responsible for the portfolio management of diversified funds and tactical asset allocation.
Geoff joined Perpetual Asset Management Australia in June 2018, having previously worked for five years as Investment Manager, Risk & Strategy for Commonwealth Superannuation Corporation where he developed and implemented the Fund’s dynamic asset allocation process.
Prior to this, he worked at Black Rock / Merrill Lynch, where he held various roles in the multi-asset division. Most recently he was Portfolio Manager, Balanced Funds and Portfolio Manager, Overlays as well as Strategist, Fundamental Global Macro Funds.
Geoff has a Bachelor of Economics (Honours).
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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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