The Perpetual Diversified Income Fund has been awarded a “4 IP” rating by Research IP, with a score of 4.23/5.
The Perpetual Diversified Income Fund (“the Fund”) is an active, diversified portfolio of high quality, floating rate debt investments. The Fund is designed for investors seeking predictable outcomes – including above cash rate returns, consistent income and capital stability. The Fund provides investors with the potential for regular income, above cash returns and lower volatility than other income strategies through an actively managed, highly diversified and liquid investment.
What is the Fund’s competitive advantage?
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Research IP says
“The Perpetual Credit and Fixed Income team is lead by Michael Korber, a well-respected hands-on investor with 42 years’ experience in the markets (19 of those at Perpetual). The Fund itself is managed by Vivek Prabhu, Head of Fixed Income, again a seasoned investor and highly regarded amongst fixed income market professionals over his 31 years’ experience (19 of those at Perpetual).”
“Together they lead an experienced and diversely talented fixed income team who have strong connections amongst key market players and demonstrate a solid understanding of market dynamics, particularly in turbulent environments.”
“The fund brings with it several features that are attractive to a defensive-leaning investor seeking a decent return without excessive levels of risk:
• It focuses on less volatile segments of the fixed income markets – floating-rate, domestic issuers, shorter maturities and primarily investment grade credit ratings.
• A prudent, globally aware, active approach to trading and a sharp eye on downside risk.
• The ability to diversify across a broad range of sectors (e.g. MBS, ABS, CMBS) with a wider opportunity set.
• Carefully constructed risk management policies with strong oversight and appropriately extensive technology
• Competitive fee.”
Research IP, 23 April 2024
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Disclaimer, Disclosures and Warnings
Research IP strongly recommends this document and report be read in conjunction with the relevant Product Disclosure Statement. Research IP gives no warranty of accuracy or completeness of information in this document. Any information, opinions, views or recommendations are general information only and do not take into consideration any person’s particular financial situation or goals and therefore does not constitute financial advice. This document should not be relied upon as a substitute for financial advice from your financial adviser.
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