Perpetual SHARE-PLUS Long-Short Fund
About this Fund
|FUND MANAGER||Perpetual Investment Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests in companies it believes will rise in value and takes short positions in companies it believes will fall in value.|
The Fund aims to provide long-term capital growth and income through investment in quality shares and taking short positions
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
|FEES||1.39% p.a. (NAV)|
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:
This gives you the flexibility to structure an investment portfolio to best suit your needs.
About the Fund
The Perpetual SHARE-PLUS Long-Short Fund aims to:
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:
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.
In addition, Perpetual aims to take short positions predominantly in Australian shares that it believes will fall in value.
The short positions are determined based on each stock's expected returns and the investment constraints (designed to reduce the risks associated with taking short positions).
How We Invest Your Money
The Fund may have up to 20% exposure to investments in international shares.
The Fund may have up to 10% exposure to short positions in international shares.
Derivatives may be used in managing the Fund.
Additional information about this complex Fund can be found on pp26-9 of the product's PDS.