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Educational brochures

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Real value of investing
The real value of investing in shares The key to successful share investment is diversification and taking a long-term view
Guide to investing series - flyers
 Managed funds Over nine million Australians have discovered the benefits of managed investments – one of Australia's most popular investment categories.   
Why you shouldn't chase last year's returns We all want to pick a winner with our investments. But chasing last year’s performance can get you into strife. Last year's investment performance is not a good indicator of next year's returns.  
Seven things to think about before withdrawing  Given the recent volatility in sharemarkets, you may be thinking about withdrawing your money from your fund. But before you do, it’s important to evaluate the consequences.  
Why diversification is important  A diversified portfolio of growth and defensive assets helps to balance out returns.  

 

Investing with Perpetual

 

Perpetual is one of Australia’s most experienced investment and trustee groups, with an enduring passion for protecting and growing our clients’ wealth. Guide to Investing flyer    

 

Regular savings plan - a key to long term wealth creation

 

To be a successful investor in the sharemarket, you don’t necessarilyneed a large amount of money. What does help though is a commitment to a regular savings plan – a convenient and flexible approach to investing.

 

Residential investment property or listed property trusts? 

 

Australian investors are generally passionate about property as an investment. Most investors have focused on residential property, but what about real estate investment trusts?

 

Getting active 

 

If you follow the sharemarket or invest in a managed fund you may be aware of the two broad types of investment approaches employed by fund managers – index management and active management.

 

Investing for low-risk income

 

Not all investments carry the same amount of risk. Income investments are generally considered low risk because they typically have a component of stable capital and pay income to the investor on a regular basis.
Sharemarket charts

Australian sharemarket chart 

NB: No longer available. Update expected 2012.

For the year ended 31 December 2010

International sharemarket chart 

NB: No longer available. Update expected 2012.

For the year ended 31 December 2010