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 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. The portfolio will hold in the range of 30 to 60 stocks. Typically, the portfolio holds, on average, approximately 50 stocks.
We aim to grow the value of your investment over the long term via a combination of capital growth and by investing in a diversified portfolio of Australian small cap shares predominantly outside the S&P/ASX 100 Index, and to provide a total return (after fees) that exceeds the S&P/ASX Small Ordinaries Accumulation Index measured on a rolling three-year basis.
Investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of smaller ‘value oriented’ companies listed (or soon to be listed) on the ASX, whose capitalisation exceeds $50 million at the time of purchase.
Online application is quick and simple.
FY18 – 32.5
FY17 – 35.1
FY16 – 113.6
FY15 – 36.1
FY14 – 32.4
FY13 – 162.0
FY12 – 75.6
FY11 – 21.3
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Online application is quick and simple.
Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
Are you a Wholesale Investor?
Smaller Companies Commentary 11/16