A portfolio that will help you sleep at night

Mia Kwok

Livewire Markets

While you might be able to rest easy with an investment in this fund, be assured that the  managers are not. "Our portfolio is not set and forget," said head of credit and fixed income for Perpetual Investments Michael Korber. "They really are looking for the best opportunity day by day." 

Throughout COVID-19, Korber and his team had to sort through the good, the bad and the ugly in the world of corporate credit to make sure they were focused on high quality issuers. 

"During a major period of crisis, fixed income is the bedrock that allows you to sleep at night through that period. So the very first characteristic that gives to your portfolio in a crisis period is stability. The other key characteristic that it delivers is regular income," he said. 

In this video, Korber breaks down the strategy behind the Perpetual Credit Income Trust and the outlook on corporate credit through 2021. 

Make sense of the fixed income landscape

The Perpetual Credit Income Trust (ASX:PCI) employs an investment style that seeks opportunities within the broadest possible universe, providing diversification while at the same time managing risk during any point in a market cycle. Offering monthly cash distributions and targeting a total return of RBA Cash + 3.25% (net of fees), you can learn more here.

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Mia Kwok
Mia Kwok
Livewire Markets

Mia Kwok is a former content editor at Livewire Markets. Mia has extensive experience in media and communications for business, financial services and policy. Mia has written for and edited several business and finance publications, such as...

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