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1.184
-0.004
-0.36%
21/11 - Closed. Currency in AUD
Type:
Fund
Market:
Australia
Issuer:
Perpetual Investment Management Ltd
ISIN:
AU60PTC00027
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 164.77M
The Trust Company Income Fund
1.184
-0.004
-0.36%
- Overview
- Profile
- Historical Data
- Holdings
Perpetual Income Share Fund Overview
On this page you'll find an in-depth profile of Perpetual Income Share Fund. Learn about the key management, total assets, investment strategy and contact information of 0P0000YO4P among other information.
Investment Strategy
Perpetual researches companies of all sizes using consistent share selection criteria.
Contact Information
Address
123 Pitt Street
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9229 9000
Fax
+61 02 8256 1473
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nathan Hughes | - | 2021 | Now |
| Biography | "Nathan is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Fund, and an analyst. Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017. Prior to joining Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services. Nathan holds a Bachelor of Commerce from the University of Wollongong and holds a Chartered Financial Analyst (CFA) designation." | ||
| Anthony Cay | Portfolio Manager | 2014 | 2021 |
| Biography | Anthony is the Portfolio Manager of the Income Share strategy and 50% of the Industrial Share strategy. Anthony first joined Perpetual in December 1996 as a Trust Officer in the Perpetual Private division. From 1998 to 2003, he then worked as a Quantitative Analyst, running Perpetual’s indexed REIT funds. In 2003, Anthony transferred into the Equities team as an Analyst, where he covered small caps, REITs and retailers. In 2006 Anthony was promoted to co-fund manager of Perpetual Investments' REIT (Property Securities and Property Income) funds. He became the sole portfolio manager for these funds from 2008 until their termination in May 2013. Anthony returned to covering multiple sectors in the Australian share market before taking on portfolio management responsibility for the Income Share strategy in August 2014 and co-portfolio management responsibility for the Industrial Share strategy in March 2015. Anthony has a Bachelor of Economics from Macquarie University and is a CFA Charter holder. | ||
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