Structured products
Through Perpetual's structured products you can build an investment portfolio that’s geared for growth, with in-built capital protection and no margin calls.
Perpetual Protected Investments
Perpetual Protected Investments - Series 4
Due to the continuing extreme volatility in global financial markets, we have decided to delay the release of Perpetual Protected Investments - Series 4 until June 2009.Update
Investment update
Series update - 1 December 2008 (file size 73KB)
- Series 1 investment update (file size 464KB)
- Series 2 investment update (file size 364KB)
- Series 3 investment update (file size 376KB)
- Funds in 100% call options (file size 611KB)
- Capital protection: How do we protect your portfolio? (file size 129KB)
- Perpetual Perspective (file size 630KB)
What are structured products?
Structured products are products that have been specifically tailored (or structured) by combining shares, bonds, indices or commodities with financial instruments to achieve a specific investment outcome.
A common feature of a structured product is the protection of your capital.
Structured products can be an attractive addition to an investor’s portfolio as they are a tailored investment that may offer principal protection, 100% finance and exposure to various investment options.
Key benefits of structured products
Structured products with both capital protection and a 100% investment loan can offer a range of benefits, including:- Potentially higher returns. Capital protected structured products give investors the opportunity to invest in asset classes they may have previously considered too risky. The capital protection provides comfort for investors, allowing them to benefit from the stronger return potential of these asset classes.
Those products that offer a 100% investment loan also provide investors with the potential to accelerate their investment performance. - Peace of mind. The availability of capital protection allows investors to take advantage of potential market highs while being protected from the lows.
- Potential tax advantages. If borrowing to invest, investors may be able to claim a partial or full tax deduction for the interest and fees paid each year.
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- with a high disposable income who want to potentially accelerate their wealth
- looking to begin a wealth accumulation strategy by using 100% gearing to invest in growth assets
- who may have a known, long-term savings goal, such as a home loan deposit or children’s future education expenses
- who need to increase their savings but require capital protection as they move closer to retirement
- looking to access new and alternative asset classes.
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Perpetual Protected Investments - Series 2 fund updates
Below are profiles of the funds within Perpetual Protected Investments - Series 2 as at 30 June 2008.
Each half yearly review contains:
- indicative unit prices, which allows you to calculate the approximate value of your investment (Note: indicative values are an estimated value of $1 invested)
- the historical allocation of fund units, call options and/or cash
- fund commentary and outlook from the fund manager the historical performance of the fund.
(file size 140KB)
Aberdeen Asian Opportunities Fund Ausbil Australian Active Equity Fund Ausbil Australian Emerging Leaders Fund AXA Wholesale Global Equity Value Fund Colonial First State Wholesale Global Fund GVI Global Industrial Share Fund Macquarie International Infrastructure Securities Fund Perennial Global Property Trust Perpetual’s Wholesale Australian Fund Schroder Wholesale Australian Equity Fund
Perpetual Protected Investments - Series 1 fund updates
Below are profiles of the funds within Perpetual Protected Investments - Series 1 as at 30 June 2008.
Each half yearly review contains:
- indicative unit prices, which allows you to calculate the approximate value of your investment (Note: indicative values are an estimated value of $1 invested)
- the historical allocation of fund units, call options and/or cash
- fund commentary and outlook from the fund manager the historical performance of the fund.
(file size 140KB)
Ausbil Australian Active Equity Fund Ausbil Australian Emerging Leaders Fund AXA Wholesale Global Equity Value Fund Blackrock Global Allocation Fund (Aust) (Class D Units) Colonial First State Wholesale Global Resources Fund Macquarie International Infrastructure Securities Fund Perennial Global Property Trust Perennial Growth Shares Trust Perpetual's Wholesale Australian Fund Perpetual's Wholesale International Share Fund PM CAPITAL Absolute Performance Fund T. Rowe Price Global Equity Fund UBS Australian Share Fund
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These publications have been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426 with the assistance and consent of the relevant fund manager. It is general information only and is not intended to provide you with financial advice and does not take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted by PIML or the relevant fund manager for any loss or damage as a result of any reliance on this information. You should also consider the PDS for the relevant fund. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) or the fund manager, guarantees the dynamic management strategy, the performance of any fund or the return of any investor’s capital. Total returns shown for the fund(s) have been calculated using exit prices net of all ongoing fees and assuming reinvestment of distributions. No allowance has been made for any entry or exit fees or taxation. Past performance is not indicative of future performance.
