Perpetual's Concentrated Equity Funds
Our philosophy
Perpetual believes that equity markets are semi-efficient, and that opportunities exist to add value through the selection of good quality, well-priced securities. Investment in quality companies, we believe, minimises the downside risk. These companies can be identified by thorough, fundamental in-house research.
Added value comes from stock selection. We often perceive a company’s value to be different than the market value with our diligent, innovative research. This, process of selecting securities trading at a discount to their inherent value helps achieve outperformance.
Our process
Perpetual’s Concentrated Equity funds aim to provide investors with long-term capital growth and income through investment in quality industrial and resource shares as well as other securities. The funds assets are invested in, generally, no more than 50 companies at a time.
Perpetual’s Australian Share Funds' benchmark is the S&P/ASX 300 Accumulation Index.
Perpetuals’ investment style is based on bottom-up fundamental analysis, specifically targeting quality stocks. This approach selects stocks based on company-specific fundamentals, then by value relative to price. This rigid stock selection criteria ensures that our Australian share portfolios are comprised of by good quality companies and have a value bias.
We use a disciplined, well-documented equity process for our bottom up approach. This process, we believe, will help us achieve consistent outperformance of the benchmark over the medium to longer term (or 3 to 5 years).
Access Fund Overviews using the below links:
- Perpetual’s Wholesale Concentrated Equities Fund
- Perpetual WealthFocus Investments Concentrated Equities Fund
- Perpetual WealthFocus Super Concentrated Equities Fund
- Perpetual WealthFocus Allocated Pension Concentrated Equities Fund
- Perpetual WealthFocus Term Allocated Pension Concentrated Equities Fund
For further information please contact piresearch@perpetual.com.au
