Continuous Disclosure & Regulatory Notices

Attribution Managed Investment Trust Regime - Perennial Trusts. 

PDS and forms

Please read the relevant product disclosure statement (PDS) in conjunction with the Perennial Additional Information Booklet. For further information, please call a Client Services Representative on 1300 730 032 (+612 8274 2777 NZ) or download a copy of the PDS below.

Perennial Volatility Alpha Trust 

Please note that for a free copy of the Perennial Volatility Alpha Trust PDS contact a Perennial Client Service Representative on 1300 730 032.

Product Disclosure Statements

Click on the Trust below to view the relevant Product Disclosure Statement.


PDS PDS issue date APIR code BPAY billing code
Value Shares 7 April 2017 IOF0200AU 29561
Value Shares for Income 7 April 2017 IOF0078AU 29579
Value Smaller Companies 7 April 2017 IOF0214AU 29819
Value Microcap Opportunities 30 September 2017 WPC3982AU 266312
Value Wealth Defender 26 April 2017 IOF0228AU 969287
Value Shares Wholesale 7 April 2017 IOF0206AU 29686
Value Active Plus 24 May 2017 WPC6780AU 269290
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