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John Murray
Managing Director of Perennial Value Management
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.
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.
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:
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.
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:
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.
This portfolio provides you regular monthly income payments, generated by a diverse selection of Australian listed companies.
Invest in Shares for Income:
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.
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:
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.
The Trust provides an actively managed exposure to a concentrated portfolio of Australian shares.
Invest in Active Plus:
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.
The portfolio invests in smaller and mid-cap companies that are making a positive contribution to a sustainable future and avoids investing in fossil fuel, gambling, tobacco, alcohol or fast food industries.
Invest in Sustainable Future:
The Sustainable 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.
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.
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.
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:
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.
Online application is quick and simple. You can invest online today.
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Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
Are you a Wholesale Investor: