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Wealth Defender (closed)

Wealth Defender’s investment strategy was to actively manage a portfolio of shares throughout market cycles, with the aim of enhancing long term performance outcomes by maximising returns when markets rally and reducing the magnitude of significant losses when markets fall

Perennial Value Wealth Defender Australian Shares Trust is now closed

The Responsible Entity (RE), Perennial Investment Management Limited, has resolved to close the Perennial Value Wealth Defender Australian Shares Trust. Both the RE and the Investment Manager consider it unlikely that the Trust will reach sufficient scale, and on this basis, have determined that it would be in the unitholders’ best interest to wind up and terminate the Trust.

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Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Minimum investment

$25,000

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment

$5,000

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