Growth Shares
The Trust provides an actively managed exposure to a portfolio of Australian shares employing a growth style investment process.
Trust Objective
To grow the value of your investment over the long term via a combination of capital growth and tax effective income by investing in a diversified portfolio of "growth oriented" Australian shares and to provide a total return (after fees) that exceeds the S&P/ASX 300 Accumulation Index measured on a rolling three-year basis.
Suitable Investor Profile
The Trust may be suitable for investors with an investment horizon of five or more years, who are seeking exposure to a portfolio of Australian "growth oriented" companies.
Fund Facts
Investment Approach
Perennial Growth invests using a "growth" investment style. Perennial Growth believes that growing companies generate the most value for shareholders and that these companies attract management interested in building businesses rather than merely managing them. Perennial Growth seeks companies that offer profitable growth prospects.
Investment Strategy
The Trust invests in companies listed (or soon to be listed) on the ASX, whilst applying a "growth" investment style to investing.
Perennial Growth, the investment manager, seeks to invest in companies that offer sustainable and profitable growth prospects at attractive prices. Perennial Growth believe that growing companies generate the most value for shareholders and that these companies attract management interested in building businesses rather than merely managing them. Perennial Growth's investment process also takes into account the effect that competitive forces have on a company's growth prospects in its proprietary Lifecycle Valuation Analysis.
The Trust will attempt to be fully invested at all times, with a cash exposure not exceeding 10% for any length of time.
The Trust is authorised to utilise derivative instruments for risk management purposes, subject to the specific restriction that they cannot be used to gear portfolio exposure.