Past performance is not an indication of future performance. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. Derivatives may be used in managing the Fund. The Fund may have up to 10% exposure to short positions in international shares. The Fund may have up to 20% exposure to investments in international shares. The short positions are determined based on each stock's expected returns and the investment constraints (designed to reduce the risks associated with taking short positions). In addition, Perpetual aims to take short positions predominantly in Australian shares that it believes will fall in value. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: - conservative debt levels - sound management - quality business and - recurring earnings. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. Perpetual researches companies of all sizes using consistent share selection criteria. Aims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
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