UNDERSTANDING VALUE INVESTING

With the ability to invest up to 35% of the portfolio in global equities and up to 25% in cash, deposit products and senior debt, the Company’s investment strategy has the ability to enhance returns from global markets and better manage market risk.

Investing in a liquid investment that can be bought and sold easily on the ASX can offer you enhanced flexibility and control. There’s no application form and it’s easy to check the latest share market results.

The Company is managed by Perpetual Investments – one of Australia’s leading fund managers with a long track record and an experienced and well-resourced investment team.

The Manager’s investment team conducts extensive domestic and global company meetings and calls each year. Its rigorous security selection process is focused on quality and value.