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Why Perennial?

The cornerstone of Perennial’s investment process is our proprietary, in-house research and our long term investment approach. Our nearly 20 year track record in successfully managing equities portfolios on behalf of many retail and institutional investors is a testament to our proven investment process and experienced team.

John Murray
Managing Director of Perennial Value Management

Perennial Trusts

Our Philosophy

Perennial Value is an Australian owned, specialist, active investment management firm located in Sydney and Melbourne. Our sole focus is to deliver excellence in funds management through equity ownership and the alignment of interests between key investment management staff and our clients.

How to invest

It is easy and quick to invest directly online in one of our funds. Just view one of our Trusts below and click on ‘invest with us’. We recommend you read the relevant product disclosure statement prior to investing in our funds.

Private to Public

The Perennial Private to Public Opportunities Fund and the Perennial Private to Public Opportunities Fund No.2 are wholesale unit trusts that invest in unlisted and listed companies over a five year period, with the aim to generate an absolute return for investors above a hurdle rate.

Description

The first Perennial Private to Public (PPP) fund was launched in August 2019 to invest in pre-IPO private companies, IPOs & listed placements. Following the deployment of the first fund, the second PPP fund was launched in October 2020. The PPP investment strategy is managed by Andrew Smith (Head of Smaller Companies & Microcaps), Brendan Lyons (Head of Private Investments) and Ryan Sohn (Portfolio Manager). All together, Perennial has a 10-person strong team focused on smaller companies in both the listed & unlisted sectors.

Latest commentary & Performance PPP
Latest Commentary & Performance PPP2

Better Future

The portfolio invests in smaller and mid-cap companies that are making a positive contribution to a better future and avoids investing in fossil fuel, gambling, tobacco, alcohol or fast food industries.

Invest in Better Future:
(formerly Sustainable Future)

Description

The Better Future Trust is an actively managed portfolio of mainly smaller and mid-cap listed companies. The Trust avoids investing in companies that have more than 10% of revenue from thermal coal mining, oil, and gas, gambling, the production of weapons, or the sale of tobacco, alcohol, or unhealthy fast food.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Smaller Companies

The Perennial Value Smaller Companies Trust provides an actively managed exposure to a portfolio of Australian smaller companies shares, employing a value style investment process.

Invest in Smaller Companies:

Description

The portfolio invests in a range of smaller listed companies predominantly outside the ASX top 100 Index which Perennial Value believes have sustainable operations and whose share price offers good value. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 30 to 60 stocks. Typically, the portfolio holds, on average, approximately 50 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Australian Shares Wholesale

The portfolio invests in a range of companies listed (or soon to be listed) on the ASX which we believe have sustainable operations and whose share prices offer good value.

Invest in Australian Shares Wholesale:

Description

The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 20 to 70 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Concentrated Australian Shares

The Trust provides an actively managed exposure to a concentrated portfolio of Australian shares.

Invest in Concentrated Australian Shares:
(formerly Active Plus)

Description

The portfolio invests in a concentrated number of companies listed (or soon to be listed) on the ASX which we believe have sustainable operations and whose share prices offer good value and are our most compelling investment ideas. The cornerstone of this approach is a strong emphasis on company research. The portfolio will hold in the range of 15 to 30 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Microcap Opportunities

The portfolio invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which we believe have sustainable operations and whose share prices offer good value.

Description

We aim to invest in companies outside the S&P/ASX Top 100 Index with a market capitalisation of less than $500 million. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 30 to 70 stocks. Typically, the portfolio holds, on average, approximately 45 to 60 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Global Resources

The Perennial Global Resources Trust invests in a range of listed and unlisted companies operating in the business of commodity production, commodity investment or in businesses servicing the commodity production sector.

Description

The Perennial Global Resources Trust is a wholesale unit trust which invests in a range of listed and unlisted companies operating in the business of commodity production, commodity investment or as a service provider to the industry of commodity production.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Information Memorandum

Shares for Income

This portfolio provides you regular monthly income payments, generated by a diverse selection of Australian listed companies.

Invest in Shares for Income:

Description

The portfolio invests in a well-diversified range of publicly listed companies listed (or soon to be listed) on the ASX, which we believe have sustainable operations and collectively offer a superior dividend yield (when taking into account franking credits) to the overall market. We will aim to keep the Trust’s net realised capital gains to a minimum. The portfolio will typically hold in the range of 20 to 70 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Australian Shares

This portfolio provides you a diverse selection of Australian listed companies with a strong focus on strong balance sheets, good dividends, good management and low debt.

Invest in Australian Shares:

Description

The portfolio invests in a range of companies listed (or soon to be listed) on the ASX which we believe have sustainable operations and whose share prices offer good value. The cornerstone of this approach is a strong emphasis on company research. The aim is to develop a detailed understanding of each company before committing investors’ funds. The portfolio will hold in the range of 20 to 70 stocks.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Wealth Defender

Wealth Defender’s investment strategy is 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.

Invest in Wealth Defender:

Description

The portfolio invests in a portfolio of long only positions in listed (or soon to be listed) large and small cap Australian shares using a bottom up, value-style investment process and utilises a range of asset allocation, derivatives strategies and cash investments to cushion the impact of market falls. From time to time, the portfolio may hold investments in securities and derivatives in offshore markets.

Unit Price (Entry)

Latest Commentary & Performance
Unit Price (Exit)

Invest with us today

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Latest insights
  • What is Better Future Investing? Better Future Investing is the next generation of ESG investing. The first generation of ESG investing was focused on minimising the harm associated with the operations of companies. This

  • The equity market is all about the bond market. If there’s one thing I’ve learned in 23 years running money in equities and derivatives, it’s that the bond market is always early and correct, relatively speak

  • In this video, Andrew Smith and Julian Guido, Portfolio Manager and Deputy Portfolio Manager of the Perennial Value Smaller Companies Trust, present “Beyond Coronavirus: The path to the next normal” at the Pe

  • In this video, Dan Bosscher, Portfolio Manager of the Perennial Concentrated Australian Shares Trust, presents “Inflation & how to position” at the Perennial Partners Virtual Investment Day 2021. Disclai

DISCLAIMER
The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.