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Perennial Value

Perennial Value is a specialist active, value-style Australian equities manager, with a process based on a ‘value’ investment philosophy. We hold a belief that markets are not fully efficient, as asset prices are sometimes driven by irrational influences. As a value investor, we aim to buy ‘good businesses that are undervalued’ with an underlying belief that good businesses are always eventually recognised by markets and re-rated to overall market multiples.

Column Headings Benchmark Minimum recommended investment period Risk profile Income distribution frequency
Australian Shares S&P/ASX 300 Accumulation Index 5 years High Half yearly
Shares for Income S&P/ASX 300 Accumulation Index 5 years High Quarterly
Smaller Companies S&P/ASX Small Ordinaries Accumulation Index 5 years High Half yearly
Microcap Opportunities S&P/ASX Small Ordinaries Accumulation Index 5 years High Half yearly
Wealth Defender S&P/ASX 300 Accumulation Index 5 years High Half yearly
Australian Shares Wholesale S&P/ASX 300 Accumulation Index 5 years High Half yearly
Active Plus S&P/ASX 300 Accumulation Index 5 years High Half yearly
Volatility Alpha S&P/ASX Small Ordinaries Accumulation Index 5 years High Half yearly