The Fund seeks to achieve a long-term return in excess of the Benchmark by actively investing primarily in a portfolio of emerging market companies.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia).
The Fund aims to outperform the Bloomberg AusBond Bank Bill Index over a rolling three-year basis (before fees). It aims to provide regular monthly distributions with some potential for growth. The Fund provides exposure to a diversified portfolio of subordinated bonds, which may offer higher levels of yield than cash or other investment grade bonds.
Long-Term dividend growth and capital appreciation. The target is to exceed the MSG All Country World ex Australia Index by 2.5% pa after all fees and expenses on a rolling 5 year basis.
A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.
The funds aims to achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Sharia Compliant listed companies poised to outperform the broader market over the mid- to long-term. The Fund targets innovative leaders in sectors such as technology, biotech and renewable energy.
The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities listed in Australia with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.
The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of inflation.
Designed to provide current income while maintaining prospects for capital appreciation.
HBRD aims to provide investors with attractive monthly income from an actively managed diversified portfolio of hybrids, subordinated bonds, senior bonds and cash. The Fund is overseen by a professional manager that can allocate tactically between these investment types.
GCAP aims to provide investors with a professionally managed active strategy in global Capital Securities. The fund aims to provide total investment returns, measured over the long term in excess of the Benchmark.
The Perpetual ESG Australian Share Fund is an actively managed fund, targeting long-term capital growth and income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria.
The Fund aims to achieve a long-term total return (before fees and expenses) that exceeds the MSCI World ex Australia Index, in $A unhedged with net dividends reinvested (Benchmark)
BNDS invests in an actively managed, diversified portfolio of Australian bonds and aims to outperform the Bloomberg AusBond Composite Index over rolling three-year periods.
