Regular income

Through investment in quality mortgages, money-market and fixed income securities, Perpetual’s Monthly Income Fund aims to provide regular income (via monthly distributions) and investment security. You can choose to reinvest distributions or have them deposited into your bank account.

Quarterly withdrawals available

You can request a withdrawal of some or all of your investment in the Fund at any time. However, at this time withdrawals are only being paid quarterly, which is based on the level of cash available at the end of each quarter. More about the quarterly withdrawal process.

Need advice?

If you need advice about investing, we recommend you speak to your financial adviser or contact Perpetual Private Clients.