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Perpetual Pure Microcap Fund (LP68227526)

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1.516 -0.002    -0.14%
03/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 116.5M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER07048 
Asset Class:  Equity
Perpetual Pure Microcap Fund 1.516 -0.002 -0.14%

LP68227526 Overview

 
On this page you'll find an in-depth profile of Perpetual Pure Microcap Fund. Learn about the key management, total assets, investment strategy and contact information of LP68227526 among other information.
Category

Equity Australia Mid/Small Blend

Total Assets

116.5M

Expenses

Inception Date

Sep 02, 2013

Investment Strategy

Microcap companies are defined as companies with a market capitalisation of less than $250 million on acquisition.

Contact Information

Address 123 Pitt Street
Sydney,NSW 2000
Australia
Phone +61 02 9229 9000
Fax +61 02 8256 1473

Top Executives

Name Title Since Until
James Rutledge - 2023 Now
Biography "James Rutledge is the Portfolio Manager for the Perpetual Pure Value Share Fund, and Co-Portfolio Manager for the Perpetual Smaller Companies Fund and the Perpetual Pure Microcap Fund. James joined Perpetual Asset Management Australia in May 2017, having previously been at Morgan Stanley for over 7 years. Prior to leaving Morgan Stanley, he was an Executive Director covering Building Materials and Steel sectors. Prior to lead coverage, James was part of the Healthcare team for around 3 years at Morgan Stanley. James holds a Bachelor of Applied Finance, Bachelor of Economics from the Macquarie University. James is a CFA® charterholder."
Alex Patten - 2023 Now
Biography "Alex Patten is a Co-Portfolio Manager for the Perpetual Smaller Companies Fund and the Perpetual Pure Microcap Fund. Before that, he was an Equity Analyst at Perpetual covering a range of sectors including Telecommunications, Media and Retail. Alex joined Perpetual Asset Management in August 2015, after completing the Graduate program within the Perpetual Finance team and working in several management and financial accounting roles. Alex has a Bachelor of Accounting from the University of Technology, Sydney and is a Member of the Institute of Chartered Accountants."
Jack Collopy Investment Administrator 2013 2023
Biography Jack is the Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and an Analyst. Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010. Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management. Jack has a Bachelor of Economics from the University of Sydney.
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