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View Perpetual's funds in the following categories:

Diversified
Australian Equities
International Equities
Cash and Fixed Interest
Property
Quantitative
Structured Products

We provide helpful information with product updates, a toll free help desk (1800 062 725), online services, and our Business Development Team.

Customer identification now required

We have released our customer identification forms and processes to comply with the Anti-Money Laundering and Counter-Terrorism Financing Act. Customer ID forms for individuals have been inserted in our hard copy and web PDSs. The trusts ID form has also been included in most PDSs. View ID forms for all types of customers.

We will also accept IFSA/FPA identification forms. When making a product application, customers need to complete the relevant ID form and provide the required identification documents, in addition to the normal product application forms in our product disclosure statements. Advisers can verify a customer’s identity by completing a simple ‘Record of verification procedure’ section in the ID forms. Find out more or access identification forms.

Quarterly distribution statements out now

Quarterly distribution statements to 30 March have recently been mailed to investors. Please note - the quarterly statements only show the funds that have distributed in that quarter. For example, if a fund only distributes half-yearly it will only be shown on the half-yearly statement.

View financial year-end

Estimated distributions as at 30 April for our major Australian share funds
View schedule of statements to be mailed to clients
Transaction unit price delays from 1 July 2008
2007/2008 statements FAQs
Learn more

Perpetual Foundation launches gift fund to make philanthropy easy

A Perpetual Foundation – Gift Fund offers your clients an easy and flexible way to establish a giving program. Established through our charitable foundation, we do all the work for your clients– including trustee responsibilities, distribution of funds to gift recipients and investment of the donated funds. Your client's Gift Fund can help charitable or community organisations with a sustainable source of funding. More about the Gift Fund.

Small caps update - webcast now available

Hear about the risks and opportunities for small cap investors, and the effects of current market conditions, from Sean Cunningham, Portfolio Manager for Perpetual's Smaller Companies Fund. Sean will also look at the recent performance and current stock holdings of Perpetual's Smaller Companies Fund.
View webcast

Perpetual's Property Funds

We now offer two property funds – Perpetual’s Property Securities Fund, which invests in listed property securities, and Perpetual’s Property Income Fund, our hybrid fund which invests in both listed and unlisted property. Click here for more information.

Perpetual's International Share Fund

Perpetual manages international equities in-house with our own Global equities business based in Dublin. To learn more about our team and approach, visit PI Investment Management Limited.

Any questions? Contact Adviser Services on 1800 062 725