Strategic Growth Fund
The Strategic Growth Fund invests in a carefully selected portfolio of global companies, with a clear focus on delivering strong long-term returns through high-conviction investments in market leaders.
How has the fund performed?
Returns are calculated after fees, before tax and annualised wherever the time period is greater than one year. Performance prior to the inception of the retail fund is calculated using the returns of the underlying wholesale fund adjusted for fees. Past performance is not an indication of future performance.
| Perpetual Guardian Investments | Fund | 1 month | 3 months | 1 year | 3 years (p.a.) | 5 years (p.a.) | Since inception (p.a.) | Risk Indicator | Date | Top holdings |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | PG Strategic Growth Fund | -7.60% | 1.53% | 13.83% | - | - | 20.44% | 5 | 01/01/1970 | The top 5 investments make up 37% of the fund. |
| Returns | PG Global Alternatives Fund | -0.94% | 0.76% | 20.44% | - | - | 11.99% | 4 | 01/01/1970 | The top 5 investments make up 87% of the fund. |
| Returns | PG High Conviction Fund | -2.57% | 2.78% | 1.67% | - | - | 7.65% | 5 | 01/01/1970 | The top 5 investments make up 40% of the fund. |
| Returns | PG Income Opportunities Fund | -0.40% | 3.33% | 10.92% | - | - | 10.55% | 4 | 01/01/1970 | The top 5 investments make up 32% of the fund. |
| Returns | PG New Zealand Bond Fund | -0.73% | 1.33% | 3.29% | 5.86% | 2.16% | 3.09% | 3 | 01/01/1970 | The top 5 investments make up 41% of the fund. |
| Perpetual Guardian Investments | Fund |
| Perpetual Guardian Investments | Fund | 1 month | 3 months | 1 year | 3 years (p.a.) | 5 years (p.a.) | Since inception (p.a.) | Risk Indicator | Date | Top holdings |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | PG Strategic Growth Fund | -7.60% | 1.53% | 13.83% | - | - | 20.44% | 5 | Updated to 31/07/2026 | The top 5 investments make up 37% of the fund. |
| Returns | PG Global Alternatives Fund | -0.94% | 0.76% | 20.44% | - | - | 11.99% | 4 | Updated to 31/07/2026 | The top 5 investments make up 87% of the fund. |
| Returns | PG High Conviction Fund | -2.57% | 2.78% | 1.67% | - | - | 7.65% | 5 | Updated to 31/07/2026 | The top 5 investments make up 40% of the fund. |
| Returns | PG Income Opportunities Fund | -0.40% | 3.33% | 10.92% | - | - | 10.55% | 4 | Updated to 31/07/2026 | The top 5 investments make up 32% of the fund. |
| Returns | PG New Zealand Bond Fund | -0.73% | 1.33% | 3.29% | 5.86% | 2.16% | 3.09% | 3 | Updated to 31/07/2026 | The top 5 investments make up 41% of the fund. |
| Perpetual Guardian Investments | Fund |
Risk Indicator
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Lower Risk
Higher Risk
Strategies Mix
Cumulative Growth
Performance is calculated after fees and before tax. Performance prior to the inception of the retail fund is calculated using the returns of the underlying wholesale fund adjusted for fees. Past performance is not an indication of future performance.
Significant Holdings
| Perpetual Guardian Investments | Fund | 1 month | 3 months | 1 year | 3 years (p.a.) | 5 years (p.a.) | Since inception (p.a.) | Risk Indicator | Date | Top holdings |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | PG Strategic Growth Fund | -7.60% | 1.53% | 13.83% | - | - | 20.44% | 5 | 01/01/1970 | The top 5 investments make up 37% of the fund. |
| Returns | PG Global Alternatives Fund | -0.94% | 0.76% | 20.44% | - | - | 11.99% | 4 | 01/01/1970 | The top 5 investments make up 87% of the fund. |
| Returns | PG High Conviction Fund | -2.57% | 2.78% | 1.67% | - | - | 7.65% | 5 | 01/01/1970 | The top 5 investments make up 40% of the fund. |
| Returns | PG Income Opportunities Fund | -0.40% | 3.33% | 10.92% | - | - | 10.55% | 4 | 01/01/1970 | The top 5 investments make up 32% of the fund. |
| Returns | PG New Zealand Bond Fund | -0.73% | 1.33% | 3.29% | 5.86% | 2.16% | 3.09% | 3 | 01/01/1970 | The top 5 investments make up 41% of the fund. |
| Perpetual Guardian Investments | Fund |