Educational Materials

Whether your clients are starting out or seasoned investors, investment information is always valued. Perpetual provides clear and accurate materials about our investment approach, products, market conditions and investing in general. Review these complimentary Adviser and Investor educational materials to build your investment resource library. You can receive these publications by mail when you Order Online or download and print them yourself here.

Adviser support	Client support
Fund summaries  Perpetual's Australian share funds  The Perpetual International Share Fund   Perpetual's property funds  The Perpetual Diversified Income Fund   The Perpetual Monthly Income Fund  Perpetual's diversified funds Fund Profiles can be found at the Fund Materials page.	Perpetual’s Guide to Investment series Managed funds  Investing with Perpetual   Why you shouldn’t chase last year's returns    Regular savings plan - a key to long-term wealth creation  Seven things to think about before withdrawing  Why diversification is important
Marketing tools   Australian sharemarket poster (A4)  International shares poster (A4)  Our focus on quality  Perpetual's investment approach  Perpetual's Wholesale Funds	Real Value booklets  The real value of investing in shares  The real value of investing internationally  The real value of diversification  The real value of investing in income

 

• Order online for print materials 
• FAQs
• Australian sharemarket poster
• International sharemarket poster