Perpetual Wholesale Funds
Perpetual Wholesale Funds are designed for individual and wholesale investors, super fund trustees and investor directed portfolio services with $50,000 or more to invest.
Key features
- Choose from a comprehensive range of 19 investment funds.
- Access Australian and international share funds, property, fixed income and diversified funds.
- $50,000 minimum initial investment.
Cost effective
Due to the larger scale of their investment, your clients can benefit from lower management fees by using Perpetual Wholesale Funds, compared to other retail managed funds with lower initial investment amounts.
Flexibility
A minimum total initial investment of $50,000 and no minimum investment amount per Fund gives you the flexibility to structure your client’s portfolio to best suit their needs.
Diverse investment menu
All Funds are professionally managed by Perpetual and offer access to major asset classes including Australian and international shares, property, fixed income, cash and specialised investments.
Features to easily manage your clients’ investments
- Online access
- Invest via BPay or direct debit
