It aims to provide you a regular, monthly income. We do this by aiming for a gross yield (adjusted for franking credits and before fees) above that provided by the S&P/ASX 300 Franking Credit Adjusted Annual Total Return Index (Tax-Exempt).
Overall, we think it’s an ideal component of your income-generating portfolio
Are you seeking monthly tax-effective income distributions, and the possibility of long-term capital growth from a diversified portfolio of quality Australian shares? If so, it could be right for you.
In particular, it is suited to investors in the pension and superannuation phase who are seeking a greater level of income than that achieved by term deposits and are able to take full advantage of franking credits and share buybacks that the investments can provide.
As with any investment in the equities market, the portfolio may go up and down according to market movements. It is important to view this investment over the long-term, over a time frame of 5 or more years.
Remember to read the PDS before investing.
Perennial is the investment manager for this portfolio. Founded in 2000, Perennial has over 15 investment professionals all focused on analysing and investing in Australian companies. Like eInvest, it is a majority employee-owned firm, ensuring that their interests are aligned with yours.
Importantly, Perennial has a very long-term track record in successfully managing clients’ money for over 17 years and are very good at managing income-oriented share portfolios.
Perennial focuses on:
The investment team focuses on putting together a number of quality businesses that:
Get it touch to start your investment journey with us, by opening your portfolio up to opportunities within Exchange Traded Funds (ETFs) and Exchange Traded Managed Funds (ETMF).