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Perpetual Select Investment Funds Product Disclosure StatementPRODUCT DISCLOSURE STATEMENT ISSUE NUMBER 11 DATED 29 APRIL 2024 Issued by Perpetual Investment Management Limited ABN 18 000 866 535
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01
Learn about the features and benefits of perpetual exchange traded managed funds.
02
Choose a reputable fund manager or financial institution to invest with.
03
Open a brokerage account if you don't already have one.
04
Research different perpetual exchange traded managed funds to find one that aligns with your investment goals and risk tolerance.
05
Fill out the necessary paperwork to invest in the chosen fund.
06
Monitor the performance of your investment and make adjustments as needed.

Who needs perpetual exchange traded managed?

01
Investors who are looking for a professionally managed investment option.
02
Investors who want the flexibility of trading their investment on the stock exchange.
03
Investors who prefer a fund that aims to provide consistent returns over the long term.
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Perpetual exchange traded managed refers to a type of investment fund that continually trades on an exchange and is actively managed by professional investment managers to achieve specific investment objectives.
Entities that operate perpetual exchange traded managed funds, such as investment companies or advisers managing these funds, are typically required to file the necessary documentation with regulatory authorities.
To fill out perpetual exchange traded managed documentation, the fund managers need to provide accurate financial data, investment strategies, and comply with regulatory requirements set forth by the governing authorities.
The purpose of perpetual exchange traded managed funds is to provide investors with a liquid investment option that benefits from professional management while being traded on an exchange for easy access.
Information that must be reported includes the fund's performance metrics, management fees, investment strategies, holdings, and any material changes that could affect investors.
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