Perpetual Smaller Companies Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100099-2024-04-10-02:36.pdf |
FUND MANAGER | Perpetual Investment Management |
ASX Code | |
APIR | PER0048AU |
ASSET CLASS | AUSTRALIAN EQUITIES |
INVESTMENT STYLE | Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select |
INVESTMENT PROFILE | The Fund aims to provide long-term capital growth and income through investment in quality Australian industrial and resource |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | 01-10-1996 |
BENCHMARK | S&P/ASX Small Ordinaries Accumulation Index |
FUND SIZE | S&P/ASX Small Ordinaries Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 1.25% p.a. |
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 | |
INVESTOR SUITABILITY | The fund is designed for consumers who:
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Risks
Title | |
Detail |
Key Features
About the FundThe Perpetual Smaller Companies 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:
Derivatives may be used in managing the Fund. |
Mandate
How We Invest Your MoneyInvestment guidelines
Derivatives may be used in managing the Fund. |