Perpetual ESG Real Return Fund
The Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. (For Wholesale Investors Only)
The Perpetual ESG Real Return Fund predominantly invests in a diversified portfolio of assets that meet Perpetual’s ESG and values-based criteria. The Fund targets a pre-tax return of 5% per annum above inflation, before fees and taxes, over rolling five-year periods and aims to achieve this return objective while minimising risks through investing in a diversified range of assets.
Because it is focused on reducing uncertain investment outcomes, the Fund is designed for investors seeking a smoother, more regular profile of returns, seeking to protect against inflation and managing volatility without having to sacrifice growth.
The Fund may invest in underlying Perpetual Funds which invest in Australian shares fixed income and credit. The Fund may also invest in underlying funds of Perpetual related bodies corporate which invest in international shares. A different ESG approach utilising ESG integration, positive and negative screening is applied to those underlying funds. The Fund may invest in other pooled managed funds and exchange traded funds that adopt different ESG approaches determined by the applicable responsible entity or trustee of these funds.
The Fund will be a diversified portfolio of assets that are selected based on a range of sustainable, ethical and financial criteria.
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 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 an exposure to a foreign currency. Net foreign currency exposure will be limited to 50% of the gross asset value of the Fund.
Investment Objective aims to target a return of inflation plus 5% per annum (before fees and taxes) over rolling 5 year periods. To achieve the return objective while minimising risks through investing in a diversified range of ethical and socially responsible assets.
| Assets | Range % |
| Australian equities | 0 - 50% |
| Cash | 0 - 100% |
| International equities | 0 - 50% |
| Property | 0 - 15% |
| Commodities | 0 - 15% |
| Other investments | 0 - 15% |
| Fixed income and credit | 0 - 100% |
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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.
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 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, 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.
Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.
Matt joined Perpetual Asset Management Australia in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.
Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.
Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.
Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.
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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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