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
ASX Shrinkage – Why It’s a Red Herring
Reading Time: 8 minutes A spate of takeover acti
17 April, 2024
Perennial Better Future’s focus on prioritising women’s leadership continues
Reading Time: 2 minutes
28 March, 2024
Fund Distributions – Secondaries are a Growing Option Amongst IPO & M&A in Exit Conversations
Reading Time: 7 minutes Recent macro and capital
12 March, 2024
