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.
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 (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 (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 (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 (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 (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.
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 (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 (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 (Exit)
Invest with us today
Online application is quick and simple. You can invest online today.
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Perennial establishes ESG boutique
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