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The Responsible Entity (RE), Perennial Investment Management Limited, has resolved to close the Perennial Value Wealth Defender Australian Shares Trust. Both the RE and the Investment Manager consider it unlikely that the Trust will reach sufficient scale, and on this basis, have determined that it would be in the unitholders’ best interest to wind up and terminate the Trust.
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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.
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Wealth Defender Commentary 10/16