Investment funds / non-KiwiSaver / Multi Asset / Global
The Perpetual Diversified Real Return Fund will invest in a diversified range of asset classes which are weighted according to the level of risk they contribute to the portfolio. Assets will be managed to effectively diversify these risk exposures. The combination of assets held by the Fund at any time are those which we believe provide the greatest probability of achieving the target return over rolling five-year periods. We may quickly adjust the Fund's asset allocation to respond to changing market conditions and/or to take advantage of new opportunities.
Use this standardised profile only as an initial resource. Only the fund manager can supply you with the documents you will need before you invest. This profile will enable you to make a shortlist using some standard quantitative factors.
Or you can source a full set of qualitative attributes from Research IP at the links within this document.