Frank is the Portfolio Manager of the Perennial Balanced and Capital Stable Trusts and undertakes their tactical asset allocation. Each of these Trusts invest directly in other Perennial Trusts that are run by our boutique investment management businesses. Frank has over 20 years investment management experience and owns equity in Perennial Fixed Interest.
Welcome to Multi-Boutique
Perennial also offers investors the ability to invest in a number of our boutique investment management firms via our diversified funds. This enables an investor to access a multi-pronged approach to investing and spread their investment amongst all facets of Australia's leading boutique investment management firm.Perennial comprises of a suite of specialist active boutique funds managers. Investors in the Perennial Balanced Trust get exposure to a range of actively managed income and growth asset classes designed to significantly grow the value of an investment over the medium to long term. Each asset class is partly owned and is managed by Perennial's investment personnel, creating an environment where the interest of investors and investment professionals are clearly aligned; an environment where passion and partnership equals performance.
The Perennial Balanced Portfolio invests in the following Perennial boutique portfolios.
Perennial Diversified Funds Investment Process
Investment Philosophy
The Perennial's multi sector trusts employ an active investment philosophy. Please see each of the individual boutique website pages for their individual investment philosophy, style and security selection process.
Investment Selection Process
The multi sector trusts enable investors to gain access to a number of the Perennial investment management boutique businesses. Each of the Perennial boutique investment management firms employ their own investment process. Please see each of the individual boutique website pages for their individual investment philosophy, style and security selection process.
Please see the Balanced Trust and Capital Stable product pages for more information.