Balance your desire for returns with risk management

Perpetual Limited

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.

Perpetual Limited

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.


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