The Fund invests in quality global shares.

The Fund aims to provide investors with long-term capital growth and outperform the Benchmark (before fees and taxes) over rolling three year periods.

Benefits of Investing in the Barrow Hanley Global Share Fund

The Fund is actively managed by a team at Barrow Hanley that has deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the globe and the market capitalisation spectrum to exploit inefficiencies resulting in a diversified portfolio.

The Barrow Hanley team believes that markets are inefficient, and that that inefficiencies can best be exploited through adherence to a valuation centric investment process dedicated to the selection of securities on a bottom-up basis. The team focuses primarily on fundamental securities analysis, valuation, and prospects for a return to fair valuation.

Designed for investors with the appropriate risk level, investment timeframe and objective.

About the Fund

Perpetual Investment Management Limited has appointed specialist investment manager Barrow, Hanley, Mewhinney & Strauss, LLC (‘Barrow Hanley’) to manage the Barrow Hanley Global Share Fund. Barrow Hanley is a diversified investment management firm offering value-focused investment strategies spanning global equities and fixed income. Barrow Hanley enjoys a boutique culture with a singular focus to assist clients in meeting their investment objectives.

Investment Approach

Barrow Hanley strives to achieve the Fund’s investment objectives by adopting a value-oriented, bottom-up investment process focused on in-depth fundamental research to identify companies that trade below their intrinsic value for reasons that they can identify, believe are temporary and have a clearly identified path to achieving fair value.

How we invest your money

Investment guidelines

• International shares: 95-100%

• Cash: 0-5%