Perpetual's Australian Share Funds
Access Fund Overviews using the below links:
- Perpetual’s Wholesale Australian Share Fund
- Perpetual WealthFocus Investments Australian Share Fund
- Perpetual WealthFocus Super Australian Share Fund
- Perpetual WealthFocus Allocated Pension Australian Share Fund
- Perpetual’s Pooled Super Trust Australian Share Fund
- Perpetual WealthFocus Investment Advantage Perpetual's Australian Share investment option
- Perpetual WealthFocus Term Allocated Pension Australian Share Fund
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 Australian Share Funds aim to provide investors with long-term capital growth and regular income through investment in quality industrial and resource shares.
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 is designed to 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
