Perpetual ESG Credit Income Fund
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106570-2024-03-29-02:36.pdf |
FUND MANAGER | Perpetual Investment Management |
ASX Code | |
APIR | PER1744AU |
ASSET CLASS | FIXED INTEREST |
INVESTMENT STYLE | The Fund’s investment process takes an active and risk aware approach by investing in a diversified core portfolio |
INVESTMENT PROFILE | Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 01-06-2018 |
BENCHMARK | Bloomberg AusBond Bank Bill Index |
FUND SIZE | Bloomberg AusBond Bank Bill Index |
DISTRIBUTION FREQUENCY | Quarterly |
NO. OF HOLDINGS | |
FEES | 0.59% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of Investing with Perpetual Investment FundsPerpetual 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. |
RISK LEVEL | Medium |
INVESTOR SUITABILITY | The Fund is designed for consumers who:
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Risks
Title | |
Detail |
Key Features
About the FundThe Perpetual ESG Credit Income Fund aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets that meet Perpetual’s ESG and values-based criteria Investment approachThe Fund’s investment process takes an active and risk aware approach by investing in a diversified core portfolio of liquid investment grade credit securities that meet Perpetual’s ESG and values-based criteria.
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Mandate
How We Invest Your MoneyInvestment guidelines
The Fund can also invest in alternative income generating assets such as infrastructure debt. Derivatives may be used in managing the Fund. |