Perpetual ESG Credit Income Fund - Class A
About this Fund
|FUND MANAGER||Perpetual Investment Management|
|ASSET CLASS||FIXED INTEREST|
The Fund’s investment process takes an active and risk aware approach by investing in a diversified core portfolio
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Bloomberg AusBond Bank Bill Index|
|FUND SIZE||Bloomberg AusBond Bank Bill Index|
|NO. OF HOLDINGS|
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:
This gives you the flexibility to structure an investment portfolio to best suit your needs.
The Fund is designed for consumers who:
About the Fund
The Perpetual ESG Credit Income Fund (formerly Perpetual Ethical SRI Credit Fund) provides investors with an actively managed, diversified core portfolio of liquid investment grade securities that have passed through a screening process based on Perpetual's ESG and values-based criteria.
The 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. Perpetual believes these assets provide investors with protection in times of market stress.
Perpetual seeks to enhance returns by taking on more risk (in terms of maturity, credit rating or subordination) when favourable market conditions are present.
For more details on Perpetual’s ESG and values-based criteria see Environmental, social, governance and ethical factors in the Additional investment information section of the Fund’s PDS.
How We Invest Your Money
The Fund can also invest in alternative income generating assets such as infrastructure debt.
Derivatives may be used in managing the Fund.