Balance your desire for returns with risk management

Perpetual Equity Investment Company

Perpetual’s Diversified Real Return Fund offers investors a compelling combination of intelligent diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation, over rolling 5-year periods, before tax and fees. Michael O’Dea, Head of Multi-Asset, says “This year will likely once again be challenging, with ongoing uncertainty over the post-US election outlook and potentially rising bond yields.” Mr O’Dea believes the current environment is an ideal time for investors to explore multi-asset offerings to diversify and help protect their portfolios against such risks. Recommended by both Zenith and Lonsec, the Perpetual Diversified Real Return Fund is designed to act as a ‘shock absorber’ during periods of extreme volatility, and has returned 8.1% net per annum over the past five years to 31 December 2016. Please visit the information page to learn more.


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