Advisers

Access your Perpetual accounts here.

Fund Materials give you a closer look at our super funds

From the table below, click on a quarterly Fund Summary or monthly Fund Profile to see how a fund works up close with portfolio details, fees and distributions, and performance highlights.  You can view funds grouped by product in the table below or you may sort by asset class using the drop-down menu.  See an in depth Fund Overview when you click on each fund name in the table.

On funds we manage, a Perpetual Fund Profile link appears. For information on Fund Materials in other investment areas, visit our Investment or Retirement Funds.

NameAsset ClassPerpetual Fund ProfileFund Summary
Superannuation Funds
Perpetual WealthFocus Super Plan
Perpetual's Australian ShareAustralian EquityPDF
Perpetual's Balanced GrowthDiversified - GrowthPDF
Perpetual's CashCashPDF
Perpetual's Concentrated EquityAustralian EquityPDF
Perpetual's Conservative GrowthDiversified - ConservativePDF
Perpetual's Diversified GrowthDiversified - BalancedPDF
Perpetual's Diversified IncomeIncome & Fixed InterestPDF
Perpetual's Ethical SRIAustralian EquityPDF
Perpetual's Geared AustralianAustralian EquityPDF
Perpetual's Industrial ShareAustralian EquityPDF
Perpetual's MortgageMortgagesPDF
Perpetual's Property IncomePropertyPDF
Perpetual's Property SecuritiesPropertyPDF
Perpetual's SHARE-PLUSAustralian EquityPDF
Perpetual's Smaller CompaniesAustralian Equity - Smaller CompaniesPDF
Perpetual's Split GrowthDiversified - GrowthPDF
Quantitative Investments Alpha ShareAustralian EquityPDF
Perpetual's International ShareInternational EquityPDF
Perpetual WealthFocus Super Plan - External Fund Managers available
ABN AMRO Australian EquityAustralian Equity
ABN AMRO Global EquityInternational Equity
Advance ImputationAustralian Equity
RCM Global EquitiesInternational Equity
AMP Capital EquityAustralian Equity
APN Property for IncomeProperty
Ausbil Australian Emerging LeadersAustralian Equity - Smaller Companies
Australian Unity Mortgage IncomeMortgages
AXA Global Equity ValueInternational Equity
Barclays Australian ShareAustralian Equity
Barclays Diversified GrowthDiversified - Growth
Barclays Diversified StableDiversified - Conservative
Barclays International ShareInternational Equity
Barclays Property Securities IndexProperty
Merrill Lynch Monthly IncomeIncome & Fixed Interest
BT Australian ShareAustralian Equity
Challenger Australian ShareAustralian Equity
Challenger Howard MortgageMortgages
Challenger Property SecuritiesProperty
Colonial First State BalancedDiversified - Balanced
Colonial First State ImputationAustralian Equity
Credit Suisse Global Hybrid IncomeIncome & Fixed Interest
Credit Suisse Select Investment International SharesInternational Equity
Aberdeen Australian Bond FundIncome & Fixed Interest
DWS Global Equity ThematicInternational Equity
Fidelity Australian EquitiesAustralian Equity
Goldman Sachs JBWere Australian InfrastructureInfrastructure
Goldman Sachs JBWere Global Small CompaniesInternational Equity - Smaller Companies
Goldman Sachs JBWere InternationalInternational Equity
ING Diversified Fixed InterestIncome & Fixed Interest
ING Managed GrowthDiversified - Growth
ING Tax Effective IncomeDiversified - Growth
Intech Australian Shares ActiveAustralian Equity
Intech Balanced GrowthDiversified - Balanced
Intech Conservative GrowthDiversified - Conservative
Intech GrowthDiversified - Growth
Intech International Shares Active (Unhedged)International Equity
Investors Mutual Australian ShareAustralian Equity
Investors Mutual Future LeadersAustralian Equity - Smaller Companies
Perennial Value SharesAustralian Equity
Platinum AsiaInternational Equity
Platinum InternationalInternational Equity
RREEF Global (ex Australia) Property SecuritiesProperty
Schroder Australian EquityAustralian Equity
Schroder BalancedDiversified - Growth
T. Rowe Price Global EquityInternational Equity
UBS Australian ShareAustralian Equity
UBS Balanced InvestmentDiversified - Balanced
UBS Defensive InvestmentDiversified - Conservative
UBS Diversified Fixed IncomeIncome & Fixed Interest
UBS International ShareInternational Equity
Vanguard Australian Fixed Interest IndexProperty
Vanguard International Shares Index (Hedged)International Equity
Vanguard Property Securities IndexProperty
Perpetual's Select Superannuation Plan
Cash Investment OptionCashPDF
Limited Share Portfolio Investment OptionAustralian EquityPDF
Perpetual's Select Superannuation Plan - External Fund Managers available
Australian Shares Investment OptionAustralian EquityPDF
Balanced Investment OptionDiversified - BalancedPDF
Capital Guarantee Investment OptionDiversified - Conservative
Conservative Investment OptionDiversified - ConservativePDF
Fixed Interest Investment OptionIncomePDF
Geared Australian Share Investment OptionAustralian Equity
Geared High Growth Investment OptionDiversified - Growth
Growth Investment OptionDiversified - GrowthPDF
High Growth Investment OptionDiversified - GrowthPDF
International Share Investment OptionInternational EquityPDF
Real Estate Investment OptionPropertyPDF
Perpetual's Pooled Superannuation Trust
Australian Share Investment OptionAustralian EquityPDF
Balanced Growth Investment OptionDiversified - GrowthPDF
Industrial Share Investment OptionAustralian Industrial SharesPDF
Smaller Companies Share Investment OptionAustralian EquityPDF
International Share Investment OptionInternational EquityPDF