Perennial’s LIC with a twist

A new listed investment company hopes to give self-funded retirees some peace of mind.

Summary: Perennial Value is floating a listed investment company called Wealth Defender Equities that aims to cushion investors against market falls. The fund uses risk management strategies with the aim that WDE would only fall half as far as the broader market in times of stress. The managers take a long-term view and hope to offer investors some peace of mind.

Key take-out: The LIC is designed for SMSF investors, with plans for regular dividends and a strong mid-cap bias.

Key beneficiaries: General investors. Category: Shares.

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