Perpetual Wholesale Plus Australian Share Fund
|Reporting Season Puts Spotlight on Balance Sheets|
|Three Resilient Stocks with Pricing Power|
About this Fund
|FUND MANAGER||Perpetual Investment Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests into the Underlying Fund, which is an actively managed portfolio of Australian shares.|
|INVESTMENT PROFILE||The Fund aims to provide long-term capital growth and regular income, and to outperform the Benchmark (before fees and taxes) over rolling three-year periods.|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS||30-50|
Benefits of investing in the Perpetual Wholesale Plus Australian Share Fund
Some of the benefits that may arise from an investment in the Fund include the following:
About the Fund
The Fund will invest into the Perpetual Wholesale Australian Share Fund ARSN 091 189 132 APIR PER0049AU (Underlying Fund), an actively managed portfolio of quality Australian industrial and resource shares.
How we invest your money
The Manager researches companies of all sizes using consistent share selection criteria. The Manager'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. Derivatives may be used in managing the Underlying Fund.
The investment guidelines of the Underlying Fund are:
*The Underlying Fund invests primarily in shares listed on or proposed to be listed on any recognised Australian exchange but may have up to 20% exposure to shares listed on or proposed to be listed on any recognised global exchange. Currency hedges may be used from time to time.