In the same way that market sentiment in 2016 was dominated by Brexit and the US presidential election, many anticipate the rollercoaster ride may continue in 2017.
Uncertainty provides opportunity
With almost seven years of quantitative easing coming to an end, a lack of underlying growth has resulted in equity markets around the world now asking – so what happens next?
No-one has a crystal ball, but our experience tells us that uncertainty always creates investment opportunities – for those who know where to look.
The key is experience
In such uncertain times, experience and a proven investment approach can make the difference – it helps cut through the market noise and invest in high quality companies, in Australia and overseas, that are trading at attractive valuations.
The Perpetual Equity Investment Company Limited (ASX:PIC) is managed by Perpetual Investments, one of Australia’s most highly regarded and awarded investment managers. Perpetual Investments has built their successes off a disciplined investment process that has been tested and proven for more than 50 years. Investments are based on fundamental research and analysis of quality, value and risk. The aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return. Bringing the process to life is one of the most experienced and highly regarded investment teams in Australia.
This investment approach and experience ensures the focus remains on the selection of quality stocks, which tend to outperform amid increased volatility and market noise.
Why invest?
The Perpetual Equity Investment Company (PIC) provides immediate exposure to a concentrated and actively managed portfolio of quality Australian shares and global listed securities – all in one simple trade.
Furthermore PIC gives you access to a portfolio that:
- is actively managed using a proven investment approach
- has the flexibility to move between Australian shares, global listed securities and cash to enhance returns and manage risk
- offers the potential for consistent income through careful management of dividends and franking credits
- provides transparency through ongoing performance updates and regular investor briefings.
PIC may be suitable if you’re an individual investor looking to reinvest dividends for long-term capital growth, or an SMSF trustee seeking regular income and capital growth in retirement.
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Perpetual Equity Investment Company Limited |
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| ASX code | PIC |
| Investment Objective |
To provide investors with a growing income stream and long-term capital growth in excess of the benchmark over minimum 5 year investment periods. |
| Benchmark | S&P/ASX 300 Accumulation Index |
| Number of securities | Typically between 20 to 40 securities |
| Suggested length of investment | 5 years or more |
| Dividend payment | Twice a year – normally in March and September |
| Investment strategy | Key aspects of the investment strategy:
- A core of quality Australian securities (50%-100%) - Up to 25% in global listed securities - Up to 25% in cash, deposit products and senior debt |
| Annual management fee | 1.00% (plus GST) |
PIC aims to keep shareholders informed with a number of excellent sources of information.
For example, our monthly investment update and NTA report will help you to learn more about PIC’s current portfolio positioning, performance, investment strategy and outlook. This builds on the other information we make available – including daily NTA announcements, monthly emails, media content and national presentations.
This information been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426 and issued by Perpetual Trustee Company Limited ABN 42 000 001 007, AFSL 236643. PIML is the investment manager of the Perpetual Equity Investment Company Limited (Company) ACN 601 406 419. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. This information does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of the Company’s securities. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of the Company or the return of an investor’s capital.