Perpetual’s Global Equities team are “true to label” value stock pickers. They use a tried-and-tested methodology, developed at Perpetual over 50 years, to uncover companies with the greatest long-term potential. Garry Laurence, Portfolio Manager, says “As an active, value manager, with a bottom-up investment process, we do not attempt to predict where markets are heading – we simply aim to choose the best quality investments at prices that represent good value, based on their potential risks and returns. We then invest in 20-40 of the highest quality companies that are managed well and generate strong cash flow and consistent earnings.” The Global Share Fund has a “Recommended” rating from Zenith and has returned 21.6% net per annum over the past five years to 30 September 2017.* If you believe your portfolio might benefit from an actively managed, highly concentrated, global value manager, please visit the information page to learn more
Perpetual Limited is an independent and diversified financial services group providing specialised investment management, wealth advice and corporate fiduciary services to individuals, families, financial advisers and institutions.