Zenith’s and Lonsec’s confidence is underpinned by the well-resourced investment team and strong collegiate environment upheld by Perpetual Investment’s Head of Multi Asset Michael O’Dea.

As at 31 December 2016, the Perpetual Diversified Real Return Fund returned 9.0% p.a. (before fees and taxes) exceeding the CPI+5%p.a. objective by 1.9% p.a. over a five year period.[4]

The Fund has also delivered volatility of just 3.4% p.a. compared to the Mercer Balanced Growth Median Fund of 6.3% p.a. since inception.[5]

The Fund leverages Perpetual’s 20 years of success in active asset allocation, and is managed by a six-person investment team with an average of 17 years’ industry experience.

Mr O’Dea said that in his opinion the upgrades were testament to the team’s expertise and ability to deliver attractive returns and protect capital during periods of market volatility.

“Multi-asset investing continues to be increasingly attractive to investors seeking investment opportunities which balance the desire for return with risk management.

“This year will likely once again be challenging, with ongoing uncertainty over the post-US election outlook and potentially rising bond yields,” said Mr O’Dea.

Mr O’Dea believes the current environment is an ideal time for investors to explore multi-asset offerings to diversify and protect their portfolio against such risks.

“Perpetual’s Diversified Real Return Fund is designed to act as a ‘shock absorber’ during periods of extreme volatility, offering a simple solution for investors looking to diversify their portfolio without sacrificing the potential for growth,” said Mr O’Dea.

The Fund has a broad investment universe and employs an objective-based approach, allowing the team to alter the asset allocation in response to market changes and risk expectations.

“Perpetual has a proven value investing philosophy that has stood the test of time. With market volatility expected to continue, we expect this Fund will increasingly be an important part of client investment strategies moving forward,” said Mr O’Dea.

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[1] ‘Recommended’ products are deemed strong investments within their respective asset class, typically rating first quartile on most criteria. Source: Zenith.
[2] Source: Lonsec, Fund Review: Diversified Real Return Fund; Zenith Product Assessment: Perpetual Diversified Real Return Fund
[3] Ratings is only one factor to be taken into account when deciding whether to acquire or hold units in the Fund.
[4] Source: Perpetual, FactSet. Australian CPI is at 31 December 2016. Past performance is not indicative of future performance.
[5] Source: Perpetual, Mercer MPA Investment Performance Survey of Wholesale – Balanced Growth as at 31 December 2016.

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