The latest news and updates on Perpetual products
Putting relevant information at your fingertips is one small way we can enhance your client service. Get to know what’s in the news with our quick overviews that connect you to their source if you choose. You’ll also find Product Information on our funds is updated here regularly. Click through to download or request a printed copy of our range of Product profiles, Fund Summaries and Fund Profiles. To view, print or order any Perpetual Offer Document, go to Download Offer Documents or Request Printed Materials.
News: Find our top stories here
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.
Perpetual's Diversified Income Fund
Perpetual has recently launched its new Diversified Income Fund. Run by an experienced credit team, this fund seeks to deliver consistent returns, regular income and low volatility. See product summary and PDS for more details.
Perpetual’s International Share Fund since May 2005
After successfully managing Australian equities for 40 years, Perpetual now manages international equities in-house with our own offshore business based in Dublin. To see our team and approach, visit PI Investment Management Limited.
Fund manager of the year – One of Australia’s most awarded fund managers
Consistency has its rewards. Repeating our successes of 2000, 2001 and 2003, Perpetual once again earned Morningstar Fund Manager of the Year 2004.
Product information to keep you up to date
Product profilesThese yearly reports on funds offered by Perpetual cover fund commencement date, net fund size, distribution frequency, ongoing fees, buy/sell spread, investment guidelines, sector breakdown, portfolio holdings (with top 10 stocks and stats), returns and franking.
Download a copy now.
Fund and Product Profiles can be found at the Fund Materials page.
