Perpetual Balanced Growth Fund

Investment objective

The Fund aims to:

• provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.
• outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods.
• outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.

Investment strategy

The Fund invests in a diverse mix of growth, defensive and other investments, with a focus on Australian an international share. Tactical asset allocation strategies may be applied, which involves the Fund adjusting its exposure to asset classes on a regular basis within the investment guidelines.

Currency is managed at the Fund level, taking into account currency exposure arising from investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Net foreign currency exposure will be limited to 50% of the gross asset value of the Fund.

Derivatives and exchange traded funds may be used in managing each asset class.

Investment manager

Perpetual Asset Management Australia is a dynamic, active manager, offering an extensive range of specialist investment capabilities including Australian and global equities, credit, fixed income, multi-asset as well as environmental, social and governance (ESG), designed to help meet the needs of our clients. Perpetual’s Multi Asset funds invest across a diverse range of investment opportunities, which can include domestic and global shares, credit and fixed income, cash, property, infrastructure and a range of other investments all combined within a single fund. As one of Australia’s longest serving and most trusted investment managers, Perpetual’s long-standing commitment is to deliver superior outcomes over the long-term for our clients.