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Annual reports

Each fund issues an annual financial report. You will find reports for Investment, Superannuation, and Retirement funds grouped here. These financial reports are for each fund, not for Perpetual.

Our most recent corporate reports: Perpetual Annual Review 2009 and Perpetual Annual Report 2009

Product/fund Download
Investments
  • Perpetual WealthFocus Investment Advantage
Annual Financial Report
  • Perpetual WealthFocus Investments
Annual Financial Report
  • Perpetual's International Share Fund (consolidated)
Annual Financial Report
  • Perpetual Wholesale Australian Fund (consolidated)
Annual Financial Report
  • Perpetual Wholesale Industrial Fund
Annual Financial Report
  • Perpetual Wholesale Balanced Growth Fund (consolidated)
Annual Financial Report
  • Perpetual Wholesale (conservative growth fund) Funds
  • Perpetual Wholesale (Concentrated Equity Fund)
  • Perpetual Wholesale (Diversified Income Fund)
  • Perpetual Wholesale (Diversified Growth Fund)
  • Perpetual Wholesale Ethical SRI Fund
  • Perpetual Wholesale Geared Australian Fund
  • Perpetual Wholesale Geared International Fund
  • Perpetual Wholesale International Share Fund
  • Perpetual Wholesale Share-Plus Fund
  • Perpetual Wholesale -Smaller Companies Fund
  • Perpetual Wholesale - Smaller Companies Fund No. 2
  • Perpetual Wholesale Split Growth Fund
  • Quantitative Investments Wholesale Alpha Core Fund
Annual Financial Report
  • Perpetual Diversified Income Fund
Annual Financial Report
  • Perpetual Wholesale Monthly Income Fund
Annual Financial Report
  • Perpetual Wholesale Property Income Fund
  • Perpetual Wholesale Property Securities Fund
Annual Financial Report
  • Perpetual Resource Fund
Annual Financial Report
  • Perpetual's Balanced Growth Fund No. 2
Annual Financial Report
  • Perpetual Cash Management Fund
  • Perpetual's Term Fund
Annual Financial Report
  • Perpetual's Protected Australian Share Fund
Annual Financial Report
  • Perpetual Pure Value Share Fund
Annual Financial Report
  • Perpetual's Monthly Income Fund
  • Perpetual Investor Mortgage Fund
Annual Financial Report
  • Perpetual's Exact Market Cash Fund
Annual Financial Report
  • Perpetual Active Fixed Interest Fund
Annual Financial Report
  • Perpetual High Grade Treasury Fund 
Annual Financial Report
  • Perpetual Premium Treasury Fund 
Annual Financial Report
  • Perpetual's Credit Income Fund
  • Perpetual's Enhanced Fixed Interest Fund
Annual Financial Report
  • Perpetual's QI Long Short Fund
Annual Financial Report
  • Perpetual's QI Market Neutral Fund
Annual Financial Report
  • Perpetual Defensive Alternatives Fund
Annual Financial Report
  • Perpetual Growth Alternatives Fund
Annual Financial Report
  • Perpetual Protected Investments - Series 1
Annual Financial Report
  • Perpetual Protected Investments - Series 2
Annual Financial Report
  • Perpetual Protected Investments - Series 3
Annual Financial Report
  • Perpetual's Select Conservative Fund
  • Perpetual's Select Diversified Fund
  • Perpetual's Select Balanced Fund
  • Perpetual's Select Socially Responsible Balanced Fund
  • Perpetual's Select Growth Fund
  • Perpetual's Select Australian Fixed Interest Fund
  • Perpetual's Select International Fixed Interest Fund
  • Perpetual's Select Real Estate Fund
  • Perpetual's Select Australian Share Fund
  • Perpetual's Select International Share Fund
  • Perpetual's Select Geared High Growth Fund
  • Perpetual's Select Geared Australian Share Fund
Annual Financial Report
  • Perpetual Charitable & Community Investor Fund
Annual Financial Report
Superannuation and Retirement
  • Perpetual WealthFocus Super Plan
  • Perpetual WealthFocus Pension
(Perpetual's Investor Choice Retirement Fund)
Annual Financial Report
  • Perpetual Select Super Plan
  • Perpetual Select Pension Plan
Annual Financial Report
  • Perpetual’s Pooled Super Trust
Annual Financial Report
  • Australian Eligible Rollover Fund
Fund information


Contact us

Phone 1800 022 033