Perpetual Equity is one of Australia's most experienced fund managers, offering investors access to a portfolio of high-quality Australian and global listed securities. Managed by Perpetual Investment Management, the company aims to provide regular income and long-term capital growth to its investors. As a listed investment company (LIC) on the ASX, Perpetual Equity primarily invests in quality listed securities and actively manages its portfolio.

With a focus on mid-cap Australian securities, the company also opportunistically allocates to global listed securities. This flexible mandate allows the company to leverage the expertise of its experienced portfolio manager and take advantage of global diversification opportunities. The investment objective of Perpetual Equity is to provide investors with an income stream and long-term capital growth that exceeds the S&P/ASX 300 Accumulation Index.

The company's investment strategy is centered around a high conviction, value, and quality approach, with a concentration of typically 20-40 securities diversified across industry sectors and offshore investments. Up to 25% of the portfolio's net asset value may be held in cash, deposit products, and senior debt. Perpetual Equity benefits from the proven track record and investment philosophy of its manager, utilizing a disciplined investment process that focuses on identifying quality and attractively valued securities.

With a focus on sound management, conservative debt, quality of business, and recurring earnings, the portfolio manager constructs the portfolio based on their rankings and judgment. With over a decade of consistent investment philosophy, Perpetual Equity aims to provide investors with attractive returns while managing downside risk