Perpetual Balanced Growth Fund
|Three Scenarios for Investors to Consider in 2023|
About this Fund
|FUND MANAGER||Perpetual Investment Management|
The Fund invests in a diversified portfolio with an emphasis on Australian and international shares.
The Fund aims to provide long-term capital growth and income, and to outperform its benchmark.
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Internally generated composite|
|FUND SIZE||Internally generated composite|
|NO. OF HOLDINGS|
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.
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.
About the Fund
The Perpetual Balanced Growth Fund aims to:
The Fund invests in a diverse mix of growth, defensive and other assets, 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.
How we invest your money
Currency hedges may be used from time to time.
Derivatives and exchange traded funds may be used in managing each asset class.