Notice:  To better serve our investors and to help you achieve your income needs, we've enhanced the investment advisory fee waiver on our Short-Term Treasury Portfolio and Versatile Bond Portfolio.

Permanent Portfolio
Short-Term Treasury Portfolio
Versatile Bond Portfolio
Aggressive Growth Portfolio

Investor Resources

Fund Documents

Fact Sheets Date of Document PDF
Permanent Portfolio December 31, 2018
Short-Term Treasury Portfolio December 31, 2018
Versatile Bond Portfolio December 31, 2018
Aggressive Growth Portfolio December 31, 2018

 

Prospectuses and Reports Date of Document PDF
Prospectus December 13, 2018,
as amended
Summary Prospectuses    
   Permanent Portfolio May 31, 2018
   Short-Term Treasury Portfolio December 13, 2018,
as amended
   Versatile Bond Portfolio December 13, 2018,
as amended
   Aggressive Growth Portfolio May 31, 2018
Statement of Additional Information (SAI) December 13, 2018,
as amended
Annual Report January 31, 2019
Semi-Annual Report July 31, 2018
Schedules of Investments October 31, 2018

The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The Prospectus contains this and other important information about the investment companies. A hard copy may be obtained by calling (800) 531-5142. Read the Prospectus carefully before investing.

Mutual fund investing involves risk; loss of principal is possible.

Pacific Heights Asset Management, LLC (“Pacific Heights”) is the investment adviser to Permanent Portfolio Family of Funds (“Fund”). The Fund is distributed by Quasar Distributors, LLC (“Quasar”), a member of FINRA.  Quasar is not affiliated with Pacific Heights.

Not FDIC Insured.  No Bank Guarantee.  May Lose Value.

Permanent Portfolio®, The Permanent Portfolio Family of Funds®, A Fund for All Seasons® and The Permanent Portfolio Family of Funds logo are registered trademarks of Pacific Heights.  Copyright © 2019 Permanent Portfolio Family of Funds. All rights reserved.