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Better Future

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.

Australian Shares Wholesale

Concentrated Australian Shares

(Formerly Active Plus)

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

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.

Shares for Income

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

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.

Unit Price (Exit)

APIR code

IOF0200AU

BPAY billing code

29561

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.

Global Resources

Please note that the Perennial Global Resources Trust is open to wholesale investors only.

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.