A highly agile and active asset allocation approach requires skill, experience and discipline. Led by Michael O'Dea, Perpetual's Multi Asset team has just that; with an average 17 years' judgement and experience that is applied day in, day out.
We recently spent some time getting to know the team, with their wide-ranging and complementary skill sets, across multi asset portfolio management, manager research, consulting, macroeconomic and quantitative modelling.
This week, we invite you to find out what multi asset investing means for O'Dea and his team and, in particular, how their thinking shapes the running of the Perpetual Diversified Real Return Fund.
A relatively unsung hero in the Perpetual stable, the Diversified Real Return Fund employs dynamic asset allocation - founded on 20 years' of Perpetual's experience in active asset allocation - and designed to capture the best returns, but also to minimise risk for investors.
Having delivered 8.1% return per annum as at December 31, 2016 (based on five-year net performance), the Diversified Real Return Fund exceeded its target by a wide margin.
And as the oft-quoted phrase in the industry goes, "you can't eat relative returns." The focus to deliver 'real returns' in this case makes this fund primer a must-read.