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Perpetual Industrial Share Fund

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About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100098-2024-04-10-02:36.pdf
FUND MANAGER Perpetual Investment Management
ASX Code
APIR PER0046AU
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced.
INVESTMENT PROFILE

The Fund aims to provide long-term capital growth and regular income through investment predominantly in quality Australian
industrial shares.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-12-1996
BENCHMARK S&P/ASX 300 Industrials Accumulation Index
FUND SIZE S&P/ASX 300 Industrials Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES 0.99% p.a.
STRUCTURE

Benefits

Benefits

Benefits of Investing with Perpetual Investment Funds

Perpetual Investment Funds are a suite of investment funds managed by Perpetual where you can choose to invest in:

  • a single asset class fund(s), including Australian shares, global shares and fixed income
  • a multi asset class fund(s) where we determine the allocation of investments between various asset classes.

This gives you the flexibility to structure an investment portfolio to best suit your needs.
RISK LEVEL High
INVESTOR SUITABILITY

The fund is designed for consumers who:

  • are seeking capital growth and income distribution
  • are intending to use the fund as a core, minor or satellite allocation within a portfolio
  • have a minimum investment timeframe of 5 years or 

Risks

Title
Detail

Key Features

About the Fund

The Perpetual Industrial Share Fund aims to:

  • provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares, and
  • outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year
    periods.

Investment Approach

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:

  • conservative debt levels
  • sound management
  • quality business and
  • recurring earnings.

The Fund may have up to 10% exposure to investments in international shares where we believe there are opportunities
that may enhance returns.


Derivatives may be used in managing the Fund.

Mandate

How We Invest Your Money

Investment guidelines

  • Industrial Shares: 90-100%
  • Cash: 0-10%

 

The Fund may have up to 10% exposure to investments in international shares.

Derivatives may be used in managing the Fund.