MONEY MASTERS

Perpetual: Diversified Real Return Fund

The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach, which can be beneficial to both accumulators and investors who are winding down into retirement.

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What you'll learn /

The Perpetual Diversified Real Return Fund Money Masters course with Michael O’Dea will give you insights into:

 

How you could provide clients with certainty of income
How a value investing philosophy can benefit portfolios in the long run
The benefits offered by a multi-asset investment strategy
What action Perpetual takes to minimise downside risks
  • CPD hours1
  • Knowledge AreaMANAGED INVESTMENTS
  • TypeMONEY MASTERS
  • PriceFREE
  • Share

Outline of the course /

OVERVIEW

Fund philosophy

A value-investing philosophy underpins the Perpetual Diversified Real Return Fund which allows the team to avoid overpaying for assets and instead invest in those trading at less than fair value.

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01.

Competitive advantage

As a multi-asset fund, the Perpetual Diversified Real Return Fund is able to invest in a wide variety of asset classes, providing investors with a range of different investment opportunities in the one product.

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02.

Aims and objectives

The Perpetual Diversified Real Return Fund aims to generate an investment return of CPI+5% per annum across rolling five year periods (before fees and taxes), whilst also minimising risk to investors.

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03.

Role in portfolio

As a multi-asset fund, the Perpetual Diversified Real Return Fund can play a number of different roles in a portfolio. Investors can utilise this fund to form the stable core of their portfolios, as diversifying alternative, or even a shock-absorbing satellite.

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04.

The team

As one of the oldest trustee companies in Australia, everything Perpetual does is centred on protecting and growing the wealth of its clients. The team behind the Perpetual Diversified Real Return Fund embrace this philosophy and apply their broad range of skills and extensive industry experience to achieve optimal returns on behalf of clients.

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05.
STRUCTURE AND OBJECTIVES

Unique aspects of the fund

The Perpetual Diversified Real Return Fund has a unique benefit to take any investment in the portfolio to zero. This means Perpetual can be single-minded in its approach of the fund delivering CPI+5 per annum across rolling five year periods (before fees and taxes) by avoiding investing in stocks which are not likely to help it to meet this goal.

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06.

Rules and returns

Strict investment guidelines, which prohibit the fund to engage in outright short selling of markets, or use any net leverage on the product, assist the Perpetual Diversified Real Return Fund in staying on track to meet its aims and objectives.

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07.

Buy and sell disciplines

The Perpetual Diversified Real Return Fund’s buy and sell disciplines are linked back to its investment philosophy of finding attractively valued asset classes. A three-pronged process helps the team to determine the value signals of stocks in the market and decide whether to buy or sell.

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08.
BEST SUITED FOR

The ideal investor

The Perpetual Diversified Real Return Fund is best suited to investors who are looking to grow a reliable source of income, but who also want some element of downside protection or capital preservation.

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09.

Key considerations for investors

Investors looking to achieve stable and predictable sources of return could consider investing in the Perpetual Diversified Real Return Fund. The fund could provide investors in the accumulation with an alternative to other diversifying investments, or protect and grow capital for investors approaching, or in, the retirement phase.

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10.

Test yourself /

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