Perpetual Balanced Growth Fund
Three Scenarios for Investors to Consider in 2023 |
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100262-2024-03-14-02:36.pdf |
FUND MANAGER | Perpetual Investment Management |
ASX Code | |
APIR | PER0063AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Fund invests in a diversified portfolio with an emphasis on Australian and international shares. |
INVESTMENT PROFILE | The Fund aims to provide long-term capital growth and income, and to outperform its benchmark. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 01-10-1997 |
BENCHMARK | Internally generated composite |
FUND SIZE | Internally generated composite |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 1.04% 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 | High |
INVESTOR SUITABILITY | This Fund Is designed for consumers who are seeking capital Growth and income, are open to high risk, potential volatility, an investment term of 5 years or more and are unlikely to need access to their capital within one week of request. |
Risks
Title | |
Detail |
Key Features
About the FundThe Perpetual Balanced Growth Fund aims to:
Investment ApproachThe Fund invests in a diverse mix of growth, defensive and other investments, with a focus on Australian and international shares. Tactical asset allocation strategies may be applied, which involves the Fund adjusting its exposure to asset classes on a regular basis within the investment guidelines. Currency is managed at the Fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Net foreign currency exposure will be limited to 50% of the gross value of the Fund. |
Mandate
How we invest your moneyInvestment guidelines
Currency hedges may be used from time to time. Derivatives and exchange traded funds may be used in managing each asset class. |