Perennial Value
Perennial Value provides investors with genuine value stye Australian equities exposures across mainstream, concentrated and equity income strategies. Our proven investment process is based on detailed fundamental stock research and has been honed over a 20-year track record.
Modern value fund for today’s markets
Perennial Value funds aim to provide strong leverage to value outperformance as well as superior performance throughout the market cycle. The funds combine a true-to-label value investment process with market-leading ESG integration and draw on the extensive resources of Perennial’s 18-member Australian Equities team to identify opportunities across the full market cap spectrum.
Australian Shares Wholesale
The Trust invests in a diversified portfolio of high-quality, financially-sound Australian shares, which have the ability to grow their earnings and dividends over time.
Shares for Income Trust
The Trust aims to provide an attractive level of income, paid in regular monthly installments. The Trust generates income by investing in a diversified portflio of high-quality, financially-sound, dividend-paying Australian listed companies. The Trust may also generate income by writing call options.
Concentrated Shares
The Trust provides an actively managed exposure to a concentrated portfolio of Australian shares.
Australian Shares Trust
The Trust invests in a diversified portfolio of high-quality, financially-sound Australian shares, which have the ability to grow their earnings and dividends over time.
Latest Insights
Perennial Better Future releases Impact Statement for 2022
The Perennial Better Future Team is pleased to release the third Perennial Better Future Impact Statement for 2022. This statement outlines environmental, social & governance (ESG) highlights across the portfolio fro
26 March, 2023
22 March, 2023
Cyber security key ESG theme in 2022
Financial Newswire – Oksana Patron Cyber security has emerged as the key environmental, social, governance (ESG) theme in 2022, followed by greenhouse gas (GHG) emissions and diversity, according to the Perennial B
10 March, 2023
