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We have expertise in creating tailored portfolios for institutional investors using the breadth of our capabilities, which includes:
In addition to the above, Perpetual offer the following pooled cash, credit and fixed income investment strategies for institutional investors:
| Strategy | Objective | Benchmark |
|---|---|---|
| Perpetual Pure Credit Alpha |
Aims to provide investors with a positive return above the RBA Cash Rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives. |
RBA Cash Rate |
| Institutional Cash Management |
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. Aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis. |
Bloomberg AusBond Bank Bill Index |
| Perpetual Exact Market Return |
Aims to provide investors with a return that matches the pre-tax benchmark performance of the Bloomberg AusBond Bank Bill Index (referred to as Exact Benchmarking) on an ongoing basis. |
Bloomberg AusBond Bank Bill Index |
| Perpetual High Grade Treasury |
Aims to provide investors with regular income by investing in deposits, money market and fixed income securities. Aims to outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes. |
Bloomberg AusBond Bank Bill Index |
| Perpetual Credit Income |
Aims to provide investors with regular income by investing in a diversified range of income generating assets. Aims to outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes. |
Bloomberg AusBond Bank Bill Index |
| Perpetual Active Fixed Interest |
Aims to provide investors with regular income by investing in fixed income securities, primarily corporate and government bonds. Aims to outperform the Bloomberg AusBond Composite Index on an ongoing basis before fees and taxes. |
Bloomberg AusBond Composite Index |
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Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
