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Perpetual rules new Crown Ratings

26 November 2017 By Mike Taylor

Perpetual Investment Management has emerged as the most effective fund manager over the last three years, with the most funds worthy of being awarded the highest rating within Money Management’s new quantitative Crown Ratings powered by FE.

Seven Perpetual funds were deemed worthy of five Crowns under the rating regime - something which will ensure Australian financial advisers benefit from the same advantages enjoyed by their counterparts in the United Kingdom.

The seven Perpetual funds earning a Five Crown rating were: Perpetual Growth OpportunitiesPerpetual Wholesale Alternative IncomePerpetual Pure MicrocapPerpetual Pure Value SharePerpetual Wholesale Dynamic Fixed IncomePerpetual Wholesale Smaller Companies 2 and Perpetual Wholesale Split Growth.

The other fund managers to rank among the top performers were Morningstar Investment Management, IOOF Investments and Macquarie Investment Management with six funds deserving of the top-most rating, and Fiducian and Investors Mutual with five products.

Commenting on the launch of the Crown Ratings, FE Money Management managing director, Mika-John Southworth said the importance of the methodology behind the Crown Ratings was that it cut through the complexity of peripheral products to focus on the core funds.

Group Executive, Perpetual Investments, David Lane said the outcome reflected the company’s true-to-label and disciplined approach which had proven successful over many years and many market cycles.

We have a strong, dedicated and experienced team that is committed to providing positive outcomes for our clients. We place a strong emphasis on developing talent from within, which is one of the key reasons why we have been able to perform consistently over many years,” he said.

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