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, 2023
Short-Term Treasury Portfolio December 31, 2023
Versatile Bond Portfolio December 31, 2023
Aggressive Growth Portfolio December 31, 2023


Prospectuses and Reports Date of Document PDF
Prospectus May 31, 2023, as amended July 26, 2023
Summary Prospectuses    
   Permanent Portfolio May 31, 2023
   Short-Term Treasury Portfolio May 31, 2023
   Versatile Bond Portfolio May 31, 2023, as amended July 26, 2023
   Aggressive Growth Portfolio May 31, 2023
Statement of Additional Information May 31, 2023
Annual Report January 31, 2024
Semi-Annual Report July 31, 2023
Schedules of Investments October 31, 2023
Schedules of Investments April 30, 2023

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 © 2024 Permanent Portfolio Family of Funds. All rights reserved.