Investing directly with Perpetual
- Take advantage of our award winning investment team and proven investment philosophy.
- Benefit from our dedicated Direct Service team of experienced consultants.
- Enjoy a 0% entry fee on many of our personal investment, super or retirement funds.
- Access your accounts online.
- Receive regular market updates.
Investment options
Investment Funds
Wholesale Funds
Superannuation Funds
Retirement Funds
Questions
Call our Direct Services team on 1800 011 022 or send an email to directinvestors@perpetual.com.auTo find out more about investing in managed funds, see Investor Education
Alternatively, if you prefer to seek professional advice, find out more about Perpetual Private Clients
Investment Funds
Perpetual WealthFocus Investments – Perpetual Series is a flexible and practical solution, giving you access to the full suite of Perpetual funds. You can diversify across a multitude of Australian shares, International shares, Property, Income, Cash and Diversified asset classes. This broad range of competitively priced investment options and features saves you time to let you focus on what really matters – building your wealth for a secure future.
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 PDS Part 1 |
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| PDS Part 2 |
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| Step-by-Step Guide |
Wholesale Funds
Perpetual's Wholesale Funds are designed for investors with $50,000 or more to invest. With 15 funds to choose from, Perpetual’s Wholesale Funds provide access to these investments at significantly lower fees.
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| Wholesale Funds PDS |
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| Step-by-Step Guide |
Superannuation Funds
Perpetual WealthFocus Super Plan offers flexible, practical and tax effective solutions to help with your superannuation investments needs. Create a tailored portfolio by choosing from over 50 investment options from a variety of managers – all highly rated by research houses.
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| PDS Part 1 |
Request by mail | |
| PDS Part 2 |
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| Step-by-Step Guide |
Retirement Funds
Perpetual WealthFocus Allocated Pension Plan offers flexible, practical and tax effective solutions to help with your retirement needs. Create a tailored portfolio by choosing from over 50 investment options from a variety of managers – all highly rated by research houses.
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| PDS Part 1 |
Request by mail | |
| PDS Part 2 |
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