Perpetual Geared Australian Share Fund
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About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100094-2024-03-29-02:36.pdf |
FUND MANAGER | Perpetual Investment Management |
ASX Code | |
APIR | PER0071AU |
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 | Enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 01-03-2003 |
BENCHMARK | S&P/ASX 300 Accumulation Index |
FUND SIZE | S&P/ASX 300 Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 2.34% p.a. (NAV) |
STRUCTURE |
Benefits
Benefits | Benefits of Investing with Perpetual Investment FundsPerpetual Investment Funds are a suite of investment funds managed by Perpetual where you can choose to invest in:
This gives you the flexibility to structure an investment portfolio to best suit your needs. |
RISK LEVEL | Very High |
INVESTOR SUITABILITY | The fund is designed for consumers who:
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Risks
Title | |
Detail |
Key Features
About the FundThe Perpetual Geared Australian Share Fund aims to:
Investment ApproachPerpetual 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:
The gearing level of the Fund must be kept within pre-determined guidelines. Within these, Perpetual aims to ensure The Fund may have up to 20% exposure to investments in international shares where we believe there are opportunities Derivatives may be used in managing the Fund, including for gearing purposes. |
Mandate
How We Invest Your MoneyInvestment guidelines
The gearing level of the Fund must be kept within pre-determined guidelines. Within these, Perpetual aims to ensure that the gearing level is maximised, subject to the cost of borrowing being adequately covered by net income. The Fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the Fund, including for gearing purposes. Additional information about this complex Fund can be found on pp26-9 of the product's PDS. |