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.
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.
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 (Exit)
14 Jun 2018
1.6556
Shares for Income
This portfolio provides you regular monthly income payments, generated by a diverse selection of Australian listed companies.
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 (Exit)
14 Jun 2018
1.0510
Fact Sheet
Active Plus
The Trust provides an actively managed exposure to a concentrated portfolio of Australian shares.
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 (Exit)
14 Jun 2018
1.0266
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.
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 (Exit)
14 Jun 2018
1.0439
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.
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 (Exit)
07 Jun 2018
1.1104
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.
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.
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 (Exit)
14 Jun 2018
1.3439
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