Perpetual Smaller Companies Funds
Access Fund Overviews using the below links:
- Perpetual’s WealthFocus Investment Advantage Smaller Companies Fund
- Perpetual’s WealthFocus Investments Smaller Companies Fund
- Perpetual WealthFocus Super Smaller Companies Fund
- Perpetual WealthFocus Pension Smaller Companies Fund
- Perpetual’s Pooled Super Trust Smaller Companies Fund
- Perpetual WealthFocus Investment Advantage Perpetual's Smaller Companies investment option
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 Smaller Companies funds aims to provide investors with long-term capital growth and income by investing in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 index.
Perpetual’s Smaller Companies funds all use the S&P/ASX Small Ordinaries Accumulation Index as benchmark.
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).
For further information please contact piresearch@perpetual.com.au
