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Private to Public Evergreen Fund (PPP+)

PPP+ is now open for applications from wholesale investors and will close on Friday 28th June 2024.

Please note: If you are an existing Perennial fund investor, you can apply via the Perennial investor portal for an abridged application process. The investor portal can be accessed here via the ‘Investor Login‘ and ‘Adviser Login‘ buttons at the top right of our website.

Description

The Perennial Private to Public Evergreen Fund (PPP+) is a wholesale unit trust which will invest in a diverse range of Private Growth and Pre-IPO companies, plus selected IPOs and Listed Placements, primarily located in Australia. The Fund will be managed by Perennial Private Investments.

Objective

PPP+ aims to generate an attractive absolute return for investors in excess of the hurdle rate of 6.5% p.a. after fees.

Investment Strategy

PPP+ will focus on investments in the Private Growth, Pre-IPO, IPO and Listed Placement segments. The Fund will predominantly invest in Australian businesses but may also invest in assets domiciled in other OECD member countries and developed markets.

Factsheet
Information Memorandum
Individual Application Form
SMSF Application Form
Trusts & Companies Application Form

Contact Us

If you have any questions regarding the Perennial Private to Public Evergreen strategy, please get in touch with one of our Investment Specialists. You can find their details at www.perennial.net.au/contact under Distribution Team Contacts.

Risk/Return profile

High

Minimum investment

$100,000

Income distribution

Annual

Fund Term

Evergreen

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