Australian Shares

Perennial Investment Management Limited (ABN 13 108 747 637, AFSL 275101) (PIML), as the Responsible Entity and issuer of the Perennial Value Australian Shares Trust (Trust) has, after careful consideration with the investment manager determined, that the Trust could no longer achieve its purpose in an efficient and effective manner. The Trust’s assets under management reduced to a level at which the ongoing costs of operating the Trust were disproportionately high relative to its size.

Having considered the available alternatives, PIML believes that an orderly winding up of the Trust is in the best interests of unitholders as a whole.

You can read the full notice here.

Description

The Trust 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.

Objective

Aims to grow the value of your investment over the long term via a combination of capital growth and income, by investing in a diversified portfolio of Australian shares, and to provide a total return (after fees) that exceeds the S&P/ASX 300 Accumulation Index measured on a rolling three-year basis.

Investor Profile

Investors with an investment horizon of five or more years, who are seeking exposure to a portfolio of Australian ‘value oriented’ companies.

Unit Price (Entry)

Latest Commentary & Performance

Historical Unit Prices

Unit Price (Exit)

Latest Financial Report

Start investing in Australian Value Shares today.

Online application is quick and simple.

Apply online

Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Minimum investment

$25,000

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment

$5,000

Commentaries Archive

Items

Australian Shares Commentary 11/16

Australian Shares Commentary 12/16

Australian Shares Commentary Q4/16

Australian Shares Commentary 01/17

Australian Shares Commentary 02/17

Australian Shares Commentary 03/17

Australian Shares Commentary 04/17

Australian Shares Commentary 05/17

Australian Shares Commentary 06/17

Australian Shares Commentary 07/17

Australian Shares Commentary 08/17

Australian Shares Commentary 09/17

Australian Shares Commentary 10/17

Australian Shares Commentary 11/17

Australian Shares Commentary 12/17

Australian Shares Commentary Q1/17

Australian Shares Commentary Q2/17

Australian Shares Commentary Q3/17

Australian Shares Commentary 01/18

Australian Shares Commentary 02/18

Australian Shares Commentary 03/18

Australian Shares Commentary 04/18

Australian Shares Commentary 05/18

Australian Shares Commentary 06/18

Australian Shares Commentary 07/18

Australian Shares Commentary 08/18

Australian Shares Commentary 09/18

Australian Shares Commentary 10/18

Australian Shares Commentary 11/18

Australian Shares Commentary 12/18

Australian Shares Commentary 01/19

Australian Shares Commentary 02/19

Australian Shares Commentary 03/19

Australian Shares Commentary 04/19

Australian Shares Commentary 05/19

Australian Shares Commentary 06/19

Australian Shares Commentary 07/19

Australian Shares Commentary 08/19

Australian Shares Commentary 09/19

Australian Shares Commentary 10/19

Australian Shares Commentary 11/19

Australian Shares Commentary 12/19

Australian Shares Commentary 01/20

Australian Shares Commentary 02/20

Australian Shares Commentary 03/20

Australian Shares Commentary 04/20

Australian Shares Commentary 05/20

Australian Shares Commentary 06/20

Australian Shares Commentary 07/20

Australian Shares Commentary 08/20

Australian Shares Commentary 09/20

Australian Shares Commentary 10/20

Australian Shares Commentary 11/20

Australian Shares Commentary 12/20

Australian Shares Commentary 01/21

Australian Shares Commentary 02/21

Australian Shares Commentary 03/21

Australian Shares Commentary 04/21

Australian Shares Commentary 05/21

Australian Shares Commentary 06/21

Australian Shares Commentary 07/21

Australian Shares Commentary 08/21

Australian Shares Commentary 09/21

Australian Shares Commentary 10/21

Australian Shares Commentary 11/21

Australian Shares Commentary 12/21

Australian Shares Commentary 01/22

Australian Shares Commentary 02/22

Australian Shares Commentary 03/22

Australian Shares Commentary 04/22

Australian Shares Commentary 05/22

Australian Shares Commentary 06/22

Australian Shares Commentary 07/22

Australian Shares Commentary 08/22

Australian Shares Commentary 09/22

Australian Shares Commentary 10/22

Australian Shares Commentary 11/22

Australian Shares Commentary 12/22

Australian Shares Commentary 01/23

Australian Shares Commentary 02/23

Australian Shares Commentary 03/23

Australian Shares Commentary 04/23

Australian Shares Commentary 05/23

Australian Shares Commentary 06/23

Australian Shares Commentary 07/23

Australian Shares Commentary 08/23

Australian Shares Commentary 09/23

Australian Shares Commentary 10/23

Australian Shares Commentary 11/23

Australian Shares Commentary 12/23

Australian Shares Commentary 01/24

Australian Shares Commentary 02/24

Australian Shares Commentary 03/24

Australian Shares Commentary 04/24

Australian Shares Commentary 05/24

Australian Shares Commentary 06/24

Australian Shares Commentary 07/24

Australian Shares Commentary 08/24

Australian Shares Commentary 09/24

Australian Shares Commentary 10/24

Australian Shares Commentary 11/24

Australian Shares Commentary 12/24

Australian Shares Commentary 01/25

Australian Shares Commentary 02/25

Australian Shares Commentary 03/25

Australian Shares Commentary 04/25

Australian Shares Commentary 05/25

Australian Shares Commentary 06/25

Australian Shares Commentary 07/25

Australian Shares Commentary 08/25

Australian Shares Commentary 09/25

Australian Shares Commentary 10/25

Australian Shares Commentary 11/25

Australian Shares Commentary 12/25

Australian Shares Commentary 01/26

Australian Shares Commentary 02/26

Australian Shares Commentary 03/26

Australian Shares Commentary 04/26

Australian Shares Commentary 05/26

Australian Shares Commentary 06/26

Australian Shares Commentary 07/26

Australian Shares Commentary 08/26

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