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Perpetual Concentrated Equity Fund

Perpetual Concentrated Equity Fund

High quality Australian shares focused on capturing sustainable, long-term returns for investors.

Perpetual’s Concentrated Equity Fund offers a concentrated portfolio of between 20 and 45 high quality Australian shares, focused on capturing sustainable, long-term returns for investors.

The Fund’s investment team conducts extensive fundamental research and only invests in a company when they believe the share price is attractive relative to its return potential. They seek to hold the positions long-term, provided that the quality of the business remains unchanged and the price remains attractive, underlining the focus on sustainable long-term investment returns.

High-conviction stock choice

The portfolio is built around a small number of high conviction stock choices.

Long term track record

Established in 1999, the Fund has significantly outperformed its benchmark since inception.

Deep research

The Perpetual research team conducts more than 1,000 company meetings or calls each year.

Experienced investment team

Investment decisions are made in one of the largest and most well-resourced equity teams in Australia.

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Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest. The product disclosure statements and target market determinations for the Funds are available on this website.

Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.

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