Global Equities Core

INVESTMENT OBJECTIVE

• To provide investors with long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.

• Benchmark of 100% MSCI World ex Australia Accumulation Index (AUD)

INVESTMENT APPROACH:

• Macro aware global equity approach

• Reduce tracking error downside deviation by utilising the Perpetual Multi Asset team’s proven track record of cross-asset, long volatility strategies

• Diversified sources of alpha

• Invest opportunistically in “value style” risk factor 

INVESTOR BENEFITS:

• Capital and cost efficient vis-à-vis equities plus alternatives allocation

• Cross-asset long volatility portfolios are difficult, if not impossible, for investors to execute directly

• Offers diversification within equities for “high growth” investors

• Complements “bottom up” active and passive approaches