Perpetual Pure Credit Alpha Fund (Class W)

APIR: PER0669AU

Performance

1
Year

-0.26

3
Year

2.81

5
Year

3.98

Since Inception

5.79

Running Yield

4.71

Yield To Maturity

Data Current To: 31/07/2020

Information

Issuer:
Sector:
Index:
RBA Cash Rate
Inception Date: 01/03/2012
Strategy: The fund aims to provide investors witha positive return above the cash rate over rolling three year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.

Details

Management Costs: 0.01% p.a.
Minimum Initial Amount: $100000
Income Distribution: Monthly
Fund Size: $641m (AUD)
Number of Holdings: 150
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Luke Greensill
Luke is the Chief Technical Officer of Fixed Income News Australia. He is responsible for FINA's design and development, fund finder functionality, and is the producer of the Fixated podcast. Luke is Head of Marketing at communications, content and creative agency RGC Media & Mktng, MBA News Australia and Online MBA Australia.