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Equity Funds

Equity Funds

 

Offering equity investment strategies through 1940 Act mutual funds that span US and International geographies and developed and emerging markets.

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Barrow Hanley US Value Opportunities Fund (BVOIX)

The Fund utilizes the same value philosophy and bottom-up investment process employed since our firm’s inception with a broader selection of securities and the flexibility to capture inefficiencies across the market cap of the Russell 1000® Value Index.

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Barrow Hanley International Value Fund (BNIVX, BNIYX)

The Fund is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies non-U.S. companies across the market-cap spectrum to exploit inefficiencies resulting in a diversified portfolio.

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Barrow Hanley Emerging Markets Value Fund (BEMVX, BEMYX)

The Fund is managed by a team with deep experience investing through multiple market cycles. Its consistent, repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in a differentiated portfolio.

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Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund (BEOIX)

The fund is managed by a team with deep experience investing through multiple market cycles. Its consistent repeatable process identifies companies across the market cap spectrum to exploit inefficiencies resulting in high-conviction concentrated portfolio.

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Regnan Global Equity Impact Solutions (REGIX)

Regnan Global Equity Impact Solutions is a high conviction, diversified, global multi-cap portfolio with a strong emphasis on driving impact through engagement. The team aim to generate long-term outperformance by investing in mission-driven companies that create value for investors by providing solutions for the growing unmet sustainability needs of society and the environment. 

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TSW Emerging Markets Fund (TSWMX)

The TSW Emerging Markets Fund is managed by Elliott Jones and aims to maximize long-term capital appreciation. The Fund invests in equity securities of companies that are domiciled in or tied economically to emerging market countries, including frontier markets.

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TSW Large Cap Value Fund (TSWEX)

The TSW Large Cap Value Fund is managed by Brett Hawkins and Bryan Durand. They are supported by research analyst Michael Creager. The Fund seeks maximum long-term total return, consistent with reasonable risk to principal.

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Prospectus
An investor should consider the Fund’s investment objectives, risks, and charges and expenses carefully before investing or sending any money. This and other important information about the Funds can be found in the Fund’s(s) prospectus or summary prospectus which can be obtained at www.perpetual.com or by calling 866-260-9549 or 312-557-5913. Please read the prospectus or summary prospectus carefully before investing. The Perpetual Americas Funds are advised by Perpetual Americas Funds Services and distributed through Perpetual Americas Funds Distributors, LLC, member FINRA. The Perpetual Americas Funds are not FDIC-insured, may lose value, and have no bank guarantee.

Investors should note that investments in foreign securities involve additional risks due to currency fluctuations, economic and political conditions, and differences in financial reporting standards.

Smaller company stocks are more volatile and less liquid than larger, more established company securities.

The small and mid-cap companies the Fund may invest in may be more vulnerable to adverse business or economic events than larger companies and may be more volatile; the price movements of the Fund's shares may reflect that volatility.

Fixed income securities will increase or decrease in value based on changes in interest rates.

If rates increase, the value of the Fund’s fixed income securities generally declines.

High yield securities (commonly known as “junk bonds”) are generally considered speculative because they may be subject to greater levels of interest rate, credit (including issuer default) and liquidity risk than investment grade securities and may be subject to greater volatility.

Other risks may include and not limited to hedging strategies, derivatives and commodities.

Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.


Distributed by Perpetual Americas Funds Distributors, LLC, member FINRA/SIPC; not affiliated with Perpetual Americas Funds Services.

Copyright © 2024 Perpetual Asset Management International.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE