Perpetual Income Share Fund

Investment objective

The Perpetual Income Share Fund aims to provide investors with exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth and deliver an above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.

Investment strategy

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and recurring earnings.

Derivatives may be used in managing the Fund.

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.

Perpetual Asset Management Australia is part of the Perpetual Group, which has been in operation for over 140 years. 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.