The Fund predominantly invests in global equities. It may utilise other securities to seek to minimise downside risk while maintaining participation in positive markets. This may include exposure to other asset classes, such as fixed income, credit, and commodities via derivatives and synthetic exposures.

Aims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three year periods.

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:

• a single asset class fund(s), including Australian shares, global shares and fixed income

• a multi asset class fund(s) where we determine the allocation of investments between various asset classes.

This gives you the flexibility to structure an investment portfolio to best suit your needs.

The fund is designed for consumers who:

• are seeking capital growth
• are intending to use the Fund as a core, minor or satillite allocation within a portfolio
• have a minimum investment timeframe of 5 years or longer
• have a high and very high risk and return profile
• are unlikely to need access their capital within one week of requests

About the Fund

The Perpetual Global Allocation Alpha Fund aims to Aims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.

Investment approach

The Fund predominantly invests in global equities. It may utilise other securities to seek to minimise downside risk while maintaining participation in positive markets. This may include exposure to other asset classes, such as fixed income, credit, and commodities via derivatives and synthetic exposures.

The combination of assets held by the Fund at any time are those which we believe provide the greatest probability of achieving the investment objective over rolling three-year periods.

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.

How We Invest Your Money

Investment guidelines

• Global shares: 70-120%
• Cash: 0-30%

Derivatives may be used in managing each asset class including to increase exposure within the investment guidelines. No money will be borrowed for investment purposes. Uncovered derivative positions are not permitted.