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Perpetual High Grade Floating Rate Fund (LP65146651)

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1.062 0.000    0%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 205.52M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER02650 
Asset Class:  Bond
Perpetual High Grade Treasury 1.062 0.000 0%

LP65146651 Overview

 
On this page you'll find an in-depth profile of Perpetual High Grade Floating Rate Fund. Learn about the key management, total assets, investment strategy and contact information of LP65146651 among other information.
Category

Australian Short Term Fixed Interest

Total Assets

205.52M

Expenses

Inception Date

Oct 31, 2001

Investment Strategy

The Fund invests in a diversified portfolio of securities. By investing in corporate debt, asset-backed securities and debt-like hybrid securities and discount securities, we aim to enhance returns while substantially retaining low-risk characteristics.

Contact Information

Address 123 Pitt Street
Sydney,NSW 2000
Australia
Phone +61 02 9229 9000
Fax +61 02 8256 1473

Top Executives

Name Title Since Until
Thomas Choi - 2014 Now
Biography Thomas is Senior Portfolio Manager in the Credit & Fixed Income Team at Perpetual and joined the team in May 2010. He focuses on the management of the treasury portfolios. Prior to this, his most recent role was within Perpetual's Research and Analytics Team. In this role Thomas was dedicated to supporting the Fixed Income & Credit Team with provision of Investment Analytics such as attribution and portfolio analysis, and the active asset allocation process for Perpetual's Balanced Funds. Thomas has approximately 20 years of industry experience. He comes from an investment management background having previously worked in a number of roles including Investment Analyst at Prodigal and Dealer at CMC Markets. Thomas has a Bachelor of Economics from Sydney University and is a Chartered Financial Analyst.
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