The Fund invests in a hand-picked selection of primarily Australian corporate and government bonds.

The Fund aims to provide regular income, with quarterly distributions, and to outperform the Benchmark (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.

Designed for Investors who are seeking income and captial preservation inside their portfolio, be open to medium risk with a time-frame of 3 years or more, and be unlikly to need captial within one week of request.

About the Fund

The Perpetual Active Fixed Interest Fund aims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds, as well as to outperform the Benchmark (before fees and taxes) over rolling three-year periods.

Investment Approach.

• Diversifying the Fund among different securities issued by various borrowers.
• Actively managing for changes in market-wide and security-specific credit margins.
• Identifying and investing in relative value within the universe of credit securities.
• Actively managing the portfolio with respect to interest rates, swap and credit margins and managing the portfolio’s sensitivity to changes in these.

Derivatives may be used in managing the Fund.

How we invest your money

Investment guidelines

• Cash and investment grade securities: 90-100%

• Sub-investment grade securities and non-rated securities: 0-10%

Derivatives may be used in managing the Fund.