Perpetual Investment Management - Australian Shares

Investment objectives and strategies

• To outperform 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

For past performance information about this option click here.