Perpetual SHARE-PLUS Long-Short Fund
The Fund invests in companies we believe will rise in value and takes short positions in companies we believe will fall in value. (For Wholesale Investors Only)
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.
In addition, Perpetual aims to take short positions predominantly in Australian shares^ that it believes will fall in value. The short positions are determined based on each stock's expected returns and the investment constraints (designed to reduce the risks associated with taking short positions).
The Fund may have up to 20% exposure to investments in international shares where we believe there are opportunities that may enhance returns.^
The Fund may have up to 10% exposure to short positions in international shares.#
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.
#The net market exposure is the value of the Fund’s long positions minus the value of the Fund’s short positions. The Fund predominantly holds short positions in Australian shares but may have up to 10% exposure to short positions in international shares.
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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, 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.
Anthony is the Deputy Head of Equities and Portfolio Manager - Industrial Shares, SHARE-PLUS Long-Short and co-PM of Perpetual Pure Equity Alpha.
Anthony has been with Perpetual for 10 years. Prior to joining Perpetual, he worked at Ellerston Capital for six years, where he was the Portfolio Manager for the Ellerston Capital Global Equity Management Fund for two years. Before that, he spent 4 years as an analyst working on a long/short strategy. Prior to joining Ellerston Capital, Anthony worked as an Analyst at UBS Investment Bank for 8 years.
Anthony has a Bachelor of Economics from the University of Sydney and has earned the right to use the Chartered Financial Analyst designation.
Sean Roger is the Deputy Portfolio Manager for the Perpetual Share Plus Long-Short Fund and the Perpetual Pure Equity Alpha Fund.
Sean joined Perpetual in February 2013 as a Graduate Accountant. He joined the Investments team in August 2014 as an Equities Dealer and was appointed an Equities Analyst in January 2016 where he was responsible for covering a number of stocks in the gaming and agricultural sectors.
Sean has a Bachelor of Accounting from the University of Technology, Sydney and has completed the Chartered Accountants program.
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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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