Awards
Perpetual and many of our funds have been recognised through various industry awards, many of which are judged by specialist investment research houses. Read more about our recent awards and the judging criteria used.
|
|
|
|
Australian Fund Manager of the Year Perpetual Investments has been named Australian Fund Manager of the Year by Morningstar in its Morningstar Awards 2013. © 2013 Morningstar, Inc. All rights reserved. Neither Morningstar, nor its affiliates nor their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information www.morningstar.com.au/fsg.asp |
|
|
Money magazine – Best Australian Shares Super FundPerpetual’s WealthFocus Super Plan Smaller Companies Fund has been recognised as the Gold Winner for Best Australian Shares Super Fund at the Money magazine Best of the Best Awards 2012. |
|
|
Hall Of Fame and Small Companies Fund Manager AwardPerpetual has been recognised in the 13th Annual Australian Fund Manager Awards 2011. John Sevior, Head of Equities (currently on sabbatical) was inducted into the Hall Of Fame and the Perpetual Smaller Companies Fund won the Small Companies Fund Manager Award. Winner – Best Australian Small Cap SharesThe Perpetual Smaller Companies Fund has won the Best Australian Small Cap Shares category in the Financial Review Smart Investor Blue Ribbon Awards 2011. Winner of Australian Equities Long Short categoryPerpetual has won the Australian Equities Long Short category at the Money Management/Lonsec Fund Manager of the Year Awards for the Perpetual SHARE-PLUS Long-Short Fund. Finalists and winner of the awards were selected by Lonsec based on a combination of past performance and forward looking measures. The Perpetual SHARE-PLUS Long-Short Fund has outperformed the S&P/ASX 300 Accumulation Index by 6.1% over the year to 30 April 2011. At the awards, we were also honoured as finalists in the Ethical/SRI Manager category for the Perpetual Ethical SRI Fund and as Asset Allocator for our diversified funds. Money magazine – Best Fund Manager and Best Australian Share FundPerpetual has been recognised as the Best Fund Manager in the Money magazine Best of the Best Awards 2011. The judges noted the high calibre of our investment management team, based on their depth of experience, expertise and commitment to our investment philosophy. We have won this award four out of the eight years it has been awarded. We achieved second place in three other categories:
The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners. Ethical Investor Fund of the YearPerpetual’s Wholesale Ethical SRI Fund has won Ethical Investor Fund of the Year at the 10th annual Australian Sustainability Awards. The awards recognise best practice in corporate sustainability across Australian companies. The managed funds section of the awards was judged by Lonsec. In awarding us Fund of the Year, Lonsec noted that the fund is a very stable, true-to-label ethical option for investors. It is differentiated from some peers because resource stocks, including BHP Billiton and Rio Tinto are excluded from its investment universe. The Fund outperformed the S&P/ASX 300 Accumulation Index by 3.9% over the three years to October 2010, which is a comparatively strong result within the Lonsec-rated universe. Bronze medal – Best for-profit superannuation fundThe Perpetual WealthFocus Super Plan has been awarded joint bronze medal in Your Money Magazine’s ‘Best for-profit superannuation fund’ category. Medal winners were chosen based on an independent study, conducted by Your Money Magazine’s staff of researchers, which looked at performance consistency over different time periods and investment options.
|
![]() |
Money magazine – Best Australian Share FundFor the second year in a row, the Perpetual Concentrated Equity Fund is Money magazine’s Gold winner for Best Australian Share Funds 2010. Perpetual Concentrated Equity Fund invests in quality industrial and resource shares and other securities.The Awards use ratings from those highest-rated by three leading research houses Morningstar, Zenith Investment Partners and Standard & Poor’s as a basis to select winners. The judge’s selection was based on a retail fund open to new investment with a minimum initial investment of $25,000 or less. Funds were ranked according to the total points awarded for their rating by each research house. A further filtering process was then applied. The judges commented on the Fund’s 11.4% pa return since inception, which indicates strong long-term performance. [Money magazine, Dec 2009/Jan 2010]. Performance data is at September 30, 2009. |
![]() |
AFR Smart Investor Blue Ribbon Awards – Fund Manager of the Year 2009Perpetual was named as the AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year 2009.
The Awards used ratings from research house Morningstar as a basis to select winners, with the judges reviewing elements such as fund managers’ investment process, risk management and performance. The Blue Ribbon judges commended Perpetual’s investment team for their method of blending underlying asset classes and their depth of skills and experience. |
Money magazine – Best Australian Share Fund 2009Perpetual was a joint Gold winner for Money magazine’s Best Australian Share Funds – Perpetual’s Concentrated Equity Fund. We were also recognised as finalists in the following awards:
|
AFR Smart Investor Blue Ribbon Awards 2008
|
Money magazine best Fund Manager of the Year 2007Perpetual won Money magazine's Best Fund Manager award in 2005, 2006, and 2007.
|








