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We're advocating for alpha

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Perpetual Strategic Capital Fund

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Perpetual Strategic Capital Fund is a best-ideas portfolio which focuses on active ownership to unlock value in companies and drive returns for investors.

As an active owner, Perpetual aims to create catalysts for change in ASX-listed companies to improve shareholder value. We’re one of the few big Australian managers to have embraced active ownership.

 

Why active ownership?

  • Activism works: It has a differentiated beta and can generate excellent long-term, risk-adjusted returns for patient investors.
  • Adding value: Investing as “active owners” with influence over the destiny of a company means the potential to deliver more value to investors over time.
  • Enhancing outcomes: Like private equity in public markets, activism aims to improve corporate performance and shareholder returns. 
Read more: Why active ownership matters
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Why Perpetual?

Active ownership is in our DNA

The Perpetual Australian Equities team has a long history of active ownership – engaging with company boards and management teams and implementing strategies to unlock additional value.

Our size allows us to build meaningful positions in companies, which gives us a stronger voice with management teams and enables us to advocate effectively for shifts that can drive growth, profitability and, ultimately, shareholder returns.

Investing can be a long-term endeavour. However, with active oversight from a skilled investment team, one-to-two years of activism can achieve desired outcomes while two-to-four years of ownership can realise gains for investors.

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Perpetual Strategic Capital Fund

A concentrated, high-conviction portfolio with 10-20 quality and value stocks - co-managed by Head of Equities Vince Pezzullo and Portfolio Manager Nathan Hughes. Together, Vince and Nathan have more than 50 years investment management experience, including over 30 at Perpetual.   

The team invests where they see a catalyst for change – making this all-new offering an opportunity to unlock and enhance long-term value as well as drive returns for investors.

 

 

Recommended by Zenith

  
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Key features

Differentiated

Activism has a differentiated beta and can create excellent risk-adjusted returns for long-term investors.

Dedicated fund

Opportunity for investors to invest in a dedicated fund that focuses on active ownership alongside best of ideas of our Portfolio Managers.

Scale

As one of Australia’s largest asset managers, Perpetual has the scale to influence the companies we invest in.

Track record

Perpetual has a long history of active ownership, engaging with boards, management teams, and implementing strategies that seek to unlock additional value in companies.

Our active ownership case studies

Woolworths (ASX: WOW)

 

In 2014, supermarket giant Woolworths faced declining market share, shrinking margins and a depressed share price. That’s when we saw an opportunity to invest and help the business turn around. Vince Pezzullo, head of equities and portfolio manager of the Strategic Capital Fund, shares how the team helped extract value for investors.

Read more

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Insurance Australia Group (ASX: IAG)

 

 

Nathan Hughes, co-portfolio manager for Perpetual’s Strategic Capital Fund, shares an example showing how our experience in investing can help improve returns for investors. This example shows the results of working with Insurance Australia Group.

 

Read more

 

 

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Resources

Factsheet Fund Profile Product Disclosure Statement Target Market Determination

How to invest

Online application for investors Apply now
Online application for financial advisers Apply now
Download the application form Download

Applications to invest in Perpetual Investment Funds can be made through the myPerpetual application portal online.

Before applying for a Perpetual Investment it's important to review the Product Disclosure Statement (PDS), and related documents to ensure you understand how the fund works and the risks involved.

Information on Customer Identification Requirements

Investment Forms, PDS's and Offer Documents

Find out more about Perpetual Investment Funds

Continuous disclosure and updates for Perpetual Investment Funds

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Subscribe to the Perpetual Equities newsletter - your one-stop shop for the team’s latest investment insights.

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Get in touch

For more information, speak to your Perpetual Account Manager or call our Adviser Service Centre. 

1800 062 725
Business Development Team More about the Strategic Capital Fund

This webpage has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. 

The product disclosure statement (PDS) for the fund, issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (APIR: PER6669AU, assigned June 2024) referred to on this website is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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