Perpetual Smaller Companies Fund
The Fund aims to provide long-term capital growth and income by investing in companies outside the S&P/ASX 50 Index. (For Wholesale Investors Only)
The Perpetual Smaller Companies Fund aims to provide long-term capital growth and income by investing in companies outside the S&P/ASX 50 Index (when first acquired).
The portfolio leverages the growth potential of smaller and emerging companies through a proprietary stock selection process. Perpetual only invests in a company when we believe its share price is attractive relative to its return potential. We seek to hold positions for the long term.
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.
Derivatives may be used in managing the Fund.
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, 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.
Jack is the Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and an Analyst.
Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010.
Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management.
Jack has a Bachelor of Economics from the University of Sydney.
Alex Patten is a Deputy Portfolio Manager for the Perpetual Smaller Companies Fund.
Before that, he was an Equity Analyst at Perpetual covering a range of sectors including Telecommunications, Media and Retail.
Alex joined Perpetual Investments in August 2015, after completing the Graduate program within the Perpetual Finance team and working in several management and financial accounting roles.
Alex has a Bachelor of Accounting from the University of Technology, Sydney and is a Member of the Institute of Chartered Accountants.
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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