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The Perpetual Geared Australian Fund aims to enhance long-term capital growth through borrowing to invest in quality industrial and resource shares and other securities.
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
- conservative debt levels
- sound management
- quality business and
- in the case of industrial shares, recurring earnings.
Perpetual aims to ensure that the gearing level is maximised, subject to the cost of borrowing being adequately covered by net income. In addition, the gearing level must be kept within strict pre-determined limits.
Perpetual Geared Australian Fund is part of the Perpetual WealthFocus platform. Perpetual WealthFocus is an investment platform that has been designed to minimise the complexity of investing by providing access to a comprehensive range of highly rated, competitively priced investment options within one convenient package. Perpetual Investment Management Limited has more than 120 years of experience in financial markets and $24 Billion in funds under management.
100% entry fee rebate
Invest via 2020 DIRECTINVEST for 100% entry fee rebate on the Perpetual WealthFocus range of products. If you have an existing investment we can code your account for all future investments to receive the entry fee rebate by completing our simple one page Fund Broker Nomination Form.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.5% entry fee on investments in the Perpetual Geared Australian Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.6% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
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