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.
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 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 price offers good value.
The Microcap Fund has soft-closed (will remain open for existing investors only)
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.