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Perpetual Australian Shares

Perpetual Australian Shares

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Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.

When you choose Perpetual, you are buying into one of Australia’s most respected and longstanding active investment managers, with a proven investment process that has been refined through more than 50 years of experience. Our aim is to always produce the best possible return for investors without taking on undue risk.

At Perpetual, we believe in investing in quality companies with sound management, conservative debt levels, recurring earnings and a quality business. Our investment decisions are driven by rigorous company research, which includes more than 1,000 company meetings or calls per year. Recognising the signs early allows us to respond to opportunities and manage risk, helping to deliver sustainable, long-term returns through changing market cycles.

Perpetual's Australian shares team manage a range of Australian share strategies across the market capitalisation spectrum. We manage long only, long/short, absolute return and concentrated strategies.

Funds

All Australian Shares Funds Perpetual Australian Share Fund Perpetual Concentrated Equity Fund Perpetual Equity Investment Company Limited (ASX:PIC) Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE... Perpetual ESG Australian Share Fund Perpetual Geared Australian Share Perpetual Income Share Fund Perpetual Industrial Share Fund Perpetual Pure Equity Alpha Fund Perpetual Pure Microcap Fund Perpetual Pure Value Share Fund Perpetual SHARE-PLUS Long-Short Fund Perpetual Smaller Companies Fund Perpetual Strategic Capital Fund

Why invest in Australian shares?

Protect against inflation

Capital growth

Potential tax benefits

Source of income

Protect against inflation

Inflation erodes purchasing power and reduces real investment returns. Australian shares can provide protection against inflation over the long term.

Capital growth

Capital growth is an important source of wealth creation. The success of a company’s management, business model, strategy and earnings growth can contribute to share price increases over time.

Potential tax benefits

If a company has already paid tax on its income, a share investor may be able to receive a tax benefit, called a franking credit, for dividends received from that company.

Source of income

Shares can provide a steady and growing source of income, known as dividends, even during periods when share prices are weak. Dividends are paid out of earnings, which usually increase as a company grows.

Expert stock pickers

Our expertise in buying quality and undervalued Australian companies has long been recognised through industry awards. Our focus on buying quality stocks when they are undervalued has rewarded investors over the long-term.

 

Outstanding track record

We have managed Australian shares since 1966, making Perpetual one of Australia’s longest established share investors.

 

Stable and experienced team

The size and depth of our Australian equities team (an average of 14 years of industry experience) benefits our clients as we have excellent access to company management. The team conducts more than 1,000 company meetings or calls per year.

 

Shorting expertise

For selected strategies, we deploy our stock picking expertise for short selling or ‘shorting’ companies that we think are overvalued. Our shorting capability has been an important strategy since 2003.

At Perpetual our investment philosophy drives our investment decisions. The way we seek to identify opportunities and manage our Australian share portfolios is guided by specific principles:

  • We believe equity markets are only semi-efficient
  • As a result, we believe you can beat the returns available from the market (or a market benchmark) by identifying and investing in high quality companies trading at attractive prices
  • We identify these companies through our own fundamental, in-depth research.

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


> Investments | > Superannuation | > Retirement

Maryanne%20Drew.jpg
Maryanne Drewe
Head of Proprietary Research
BBus
Vince%20Pezzullo.jpg
Vince Pezzullo
Head of Australian Equities, Portfolio Manager
Maryanne Drewe
Maryanne%20Drew.jpg

Maryanne Drewe

Head of Proprietary Research BBus
Bio

Years of experience: 40
Years at Perpetual: 21

Maryanne is the Head of Proprietary Research and an Analyst, covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors.

Maryanne joined Perpetual Asset Management Australia in February 2003 as an Analyst, bringing a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role.

Maryanne’s corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joye which spanned retail fashion, manufacturing and accounting services industries.

Maryanne has a Bachelor of Business from the University of Technology, Sydney.

Vince Pezzullo
Vince%20Pezzullo.jpg

Vince Pezzullo

Head of Australian Equities, Portfolio Manager
Bio

Years of experience: 30

Years at Perpetual: 17

Vince is the Head of Equities and the Portfolio Manager for Australian Share, Geared Australian Share, Concentrated Equity and the Perpetual Equity Investment Company (ASX:PIC).

Vince joined Perpetual Investments in July 2007 as an Analyst and since that time has covered the chemicals, diversified financials, banking, telecommunications, building materials and REITS sectors.

Prior to joining Perpetual, Vince was a senior portfolio manager/analyst in the large cap Australian equities team at Deutsche Asset Management and led the top 100 equities team. In addition, he had stock research responsibilities across a large number of sectors.

Vince was also a portfolio manager for a number of client portfolios and researched international stocks as part of the international equity division State Super (subsequently Deutsche). 

Vince has a Bachelor of Commerce with a major in Economics and Finance.

Learn more about our asset management team

Have any questions? Call us on 1800 022 033

We are here to help you with any enquiries regarding Perpetual Investment products and services, including WealthFocus and your investments

Contact us

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2023/

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