Permanent Bond Fund
Fund objective
The Permanent Bond Fund (‘the Fund’) aims to provide investors with exposure to Australian fixed interest assets in order to provide an overall return normally exceeding that available from cash management funds. The Fund seeks to achieve this while experiencing only minor fluctuations in capital value over time.
Risk and return profile
As investment returns will have a degree of capital variability, it is recommended that the Fund be viewed over at least a one year investment horizon.
Present strategy
The Permanent Bond Fund provides exposure to a diversifi ed portfolio of fixed interest and floating rate interest investments, with a preference for short to medium term securities. Investments of the Fund include government and semigovernment bonds, high quality corporate bonds and debentures, bank term deposits, floating rate notes, mortgage and asset backed securities and other negotiable interest bearing securities.
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Find out more about our Permanent Bond Fund. |
Permanent Investment Management Limited is the responsible entity and issuer of units in the Fund and is a wholly owned subsidiary of Trust Company Limited. The information on this page is of a general nature only and should not be relied upon as it has been prepared without taking account of your objectives, financial situation or needs. It is not intended to constitute investment, legal or taxation advice as it is of a general nature only. Accordingly, before acting on the information you should consider its appropriateness having regard to your objectives, financial situation and needs. Before deciding whether to acquire, or to continue to hold the product, you should obtain and consider the current product disclosure statement.
