Global Resources

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.