Perpetual Investment Management
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Perpetual Investment Management - Australian Shares

Investment objectives and strategies

  • To out perform the S&P/ASX300 Accumulation Index over rolling three year periods.

Risk / return profile

  • High to very high.
  • Corresponding high returns.
  • Likelihood of a negative annual return in any one year: one in every two to three years.

Investment style

  • Active value driven bottom up stock picking management based on internal research.
  • Invests predominantly in Australian Shares, but has the capacity to invest in securities listed in stock exchanges other than the Australian Stock Exchange.

Asset mix

 

Range

Benchmark

Growth assets

100%

Australian/International shares

-

100%

Defensive assets

0%



This investment manager may invest a proportion of this option's assets in cash for management purposes from time to time.
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