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Money Management
The Perpetual Diversified Income Fund. Experience. Consistency.Trust.
Dear voornaam,
 
Since Perpetual was established in 1886, our goal has been to help investors protect and grow their wealth. In line with this enduring philosophy, we believe today many investors need additional, diversified sources of income.
 
Delivered by a team of trusted experts – true pioneers of Australian credit – the Perpetual Diversified Income Fund is always actively hunting for new opportunities to generate consistent income, but never losing focus on our central goals to protect investors capital.
 
 
 
1
 

TRUE PIONEERS IN
AUSTRALIAN CREDIT
 
Perpetual’s highly regarded senior portfolio management team have been investing together for nearly two decades
 
3
 

ACTIVE, NIMBLE,
AND OPPORTUNISTIC
 
A strategy that is always on the hunt for returns, rotating the portfolio across sectors, issuers, and individual credits
 
 
 
1
 

A MEASURED APPROACH
TO RISK TAKING

 
Defensive, risk aware investment process, focused on protecting in times of market stress whilst delivering repeatable returns
 
3
 

PROTECTION AGAINST
RISING RATES
 
A diverse portfolio of floating rate bonds limiting exposure to interest rate risk
 
 
A TRUSTED TEAM
 
A Trusted team - VIVEK PRABHU
 
 
In this short video interview, Vivek Prabhu, Head of Fixed Income at Perpetual Limited explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Income Fund provides the defensive characteristics investors are seeking.
 
GET IN TOUCH
 
To learn more about the Perpetual Diversified Income Fund, please visit our website or call us today on 1800 062 728.
 
 
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not indicative of future performance. To view the Perpetual Group's Financial Services Guide, please click here.

The information is believed to be accurate at the time of complication and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time and do not constitute a recommendation to act. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

The product disclosure statement (PDS) for the Perpetual Diversified Income Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.
 






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Money Management · Level 10, 4 Martin Place · Sydney, NSW 2000 · Australia