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Starting out or a seasoned investor?

Whether you’re starting out in your career or counting the days to your retirement, investments play an important role in your financial future. Perpetual offers NZ investors easy-to-access investment options.

Find excellent resources here

Our guide to investments cover a range of topics, each created to give you an informal yet informative look at specific issues. You can download each guide easily. You may also find our Investor Education FAQs helpful. If you find you would like specific information about our products, please see the offer documents for our products at NZ Funds Information.

Learn the terms...

To understand the vocabulary of investment products, we have included a Glossary of Investment Terms. These terms will help you understand Perpetual products and enhance your financial vocabulary. Each of our Product Disclosure Statements (PDS) also includes a glossary.

Perpetual’s Guide to Investments

Our range of materials – the Perpetual Guide to Investment series – is regularly updated to reflect the current investment climate. Download any of these materials by clicking on the image.


	Mortgage Funds - the income alternative The aim of any income fund is to provide regular earnings while protecting capital. Cash funds have been a popular income stream but this guide shows how mortgage funds are becoming increasingly popular to attain regular returns on investment.
	The perils of market timing Spreading your investments around –or diversifying—is one of the best ways of reducing investment risk and improving your chances of achieving a more consistent investment return.
	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 isn’t the way to go about it. Learn how to avoid common hazards and helpful alternative strategies.
	The real value of investing internationally Investing in international shares can provide greater diversification, more exciting investment opportunities and stronger long-term performance than investing only in the Australian sharemarket.
	The real value of investing in shares Investing in managed share funds is the key to a well diversified portfolio, giving you greater buying power than any one person could reasonably expect to achieve alone.
	Managed funds Over nine million Australians have discovered the benefits of managed investments –one of the world’s fastest growing investment categories. Learn more about them in this guide.
	Investing for low risk income Not all investments carry the same risk levels. Learn about typically stable investments like cash management funds, mortgage funds, term deposit and fixed interest funds here.
	Residential investment property or listed property trust? Australian investors are passionate about property as investments but tend to focus primarily on residential property. See the alternatives here.
	Investing with Perpetual Guide to investing with Perpetual - detailing our company, our award-winning investment style and products.