Perpetual Wholesale Active Fixed Interest Fund (Class A)

APIR: PER8045AU

Performance

1
Year

3.28

3
Year

5.61

5
Year

Since Inception

5.65

Running Yield

1.16

Yield To Maturity

Data Current To: 31/07/2020

Information

Issuer:
Sector:
Index:
Bloomberg Ausbond Composite Index
Inception Date: 01/02/2017
Strategy: The Perpetual Active Fixed Interest Fund aims to provide regular income, with quarterly distributions. The Fund offers investors both diversification and risk management through exposure to a hand-picked selection of primarily Australian corporate bonds.

Details

Management Costs: 0.45% p.a.
Minimum Initial Amount: $25000
Income Distribution: Quarterly
Fund Size: $458m (AUD)
Number of Holdings: 123
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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.