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Quantitative funds at a glance

The aim of Perpetual Quantitative Investments (QI) is to exploit stock opportunities with a controlled-risk, style-neutral product that is able to consistently add small amounts of value in a disciplined manner. To achieve this, we believe in using the market knowledge of a highly credible equities team combined with best practice in global quantitative techniques. Click on fund names in the table below to access Investment Process Overviews.

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Name Description Available for Downloads
Institutional Masterfund
Perpetual's QI Long Short Fund Returns in excess of the S&P/ASX Accumulation 300 Index by taking both long and short positions in selected Australian shares. PDFInformation Memorandum
Quantitative Investments Wholesale Alpha Core FundLong term capital growth and income with controlled risk through exposure to industrial and resource shares.PDFPDS