“Perennial Value aims 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.” John Murray
The Perennial Value Australian Shares Trust has been delivering over 15 years of outstanding results to investors.
|
Performance (%) |
1 year |
2 years p.a. |
3 years p.a. |
Since inception p.a. (31 March 2000) |
|
Net return |
8.22 |
13.64 |
17.07 |
10.62 |
|
S&P/ASX 300 Accumulation Index |
5.61 |
11.28 |
14.71 |
8.06 |
|
Outperformance |
2.61 |
2.36 |
2.36 |
2.56 |
Growth of $10,000 investment since inception
Source: Perennial. As at 30 June 2015. Past performance is not an indication of future results. Perennial Value Australian Shares Trust inception date: 31 March 2000.
Webinar Invitation
Join John Murray, Managing Director for Perennial Value, for an exclusive live webinar where John will provide insights into the key thematics driving the Australian sharemarket over the next 12 months.
Date: Thursday 6 August
Time: 11am AEST
Register your attendance to the webinar with John Murray and answer the following three (3) questions for your chance to win a 15 year old bottle of Penfolds Grange!*
*Terms and conditions:
1. Entry is open to financial planners only.
2. Employees, immediate family members of employees, employees of any company associated with the Promotion are ineligible to enter
3. The Promotion commences on 09:00 AEST 15/07/2015 and entries close on 17:00 AEST 05/08/2015 (promotion period)
4. To enter, Eligible Entrants must register their attendance to the webinar with John Murray scheduled on 11:00 AEST 06/08/2015 and answer the above three (3) questions correctly during the Promotion Period and enter via the details noted above.
5. The random prize draw will take place directly after the webinar 12:00 AEST 06/08/2015 at Perennial Investment Partners, Level 19, 56 Pitt Street, Sydney NSW 2000.
6. The winner will receive one (1) of two (2) bottles of Penfolds Grange 2000. Total Prize pool of $1199.98.
7. Winners will be contacted by contact details (phone or email) provided by 14/08/2015
8. The winners will have their details published in Money Management (www.moneymanagement.com.au) on 14/08/2015.
9. If there are any unclaimed or un-awarded prizes a prize draw will be conducted on 06/11/2015 at the same time and place as the original draw. If a winner is drawn they will be contacted by phone and in writing within two (2) business days and will have their name published in Money Management (www.moneymanagement.com.au) on 13/11/2015.
Authorised under NSW permit number: LTPS/15/05323.
Perennial encourages consumers to enjoy alcohol responsibly. The NSW liquor promotion guidelines and intoxication guidelines are available at http://www.olgr.nsw.gov.au/dlg_guidelines.asp.
Issued by: The Investment Manager, Perennial Investment Partners Limited ABN 59 087 901 620, AFSL: 238763 (“Perennial”). Sub Manager: Perennial Value Management Limited, ABN 22 090 879 904, AFSL: 247293. Responsible Entity: IOOF Investment Management Limited ABN 53 006 695 021, AFSL: 230524. This promotional statement is provided for information purposes only. Accordingly, reliance should not be placed on this promotional statement as the basis for making an investment, financial or other decision. This promotional statement does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure the information in this promotional statement is accurate; its accuracy, reliability or completeness is not guaranteed. Past performance is not a reliable indicator of future performance. Gross performance does not include any applicable management fees or expenses. Net performance is based on redemption price for the period and assumes that all distributions are reinvested. Fees indicated reflect the maximum applicable. Contractual arrangements, including any applicable management fee, may be negotiated with certain large investors. Investments in the Trusts must be accompanied by an application form. The current relevant product disclosure statements, reference guides and application forms can be found on Perennial’s website www.perennial.net.au.
