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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.

Objective

The objective of the Trust is to generate superior, absolute returns, above a hurdle rate, from an actively managed portfolio of 20-70 listed and unlisted companies with a global investment universe.

Key details of the strategy

• Investment Vehicle: Unlisted wholesale unit trust
• Target Trust Size: AUD500 million
• Minimum Investment: $25,000
• Distribution: Annual distribution of realised gains

Investor Profile

Wholesale investors with an investment horizon of five years or more, who are seeking exposure to the commodities sector.

Latest Commentary
Factsheet
Information Memorandum
Application form
Risk/Return profile

High

Income distribution

Annual

Minimum investment

$25,000

Min. recommended investment period

5 years