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How we invest

At Perpetual we never lose sight of the fact that we are investing on behalf of our clients.

That’s why we believe it’s essential to have a clear investment philosophy and diligently apply it, so you know exactly how we are investing your money.

Active investment management

Our approach is to make active investment decisions based on our intensive analysis of an investment’s quality, value and risk.

While investment prices can fluctuate greatly with prevailing market sentiment we believe that, over the long term, they should reflect fundamental value.

Markets are unpredictable and can be impacted by any number of unforeseen factors. So we don’t try and predict where markets are heading – we simply try to choose the best quality investments at prices that represent good value, based on their potential risks and returns.

We aim to understand exactly what we are investing your money in – because investing in something you don’t understand is simply speculating. And if you don’t understand an investment you can’t possibly understand the risks involved. 

Responsible investment

We are also a signatory to the United Nations Principles for Responsible Investment (UNPRI) which means we consider the environmental, social and governance factors that can affect the quality and value of an investment.

We invest strongly in the quality of our investment professionals – and that’s why we have one of the most stable, experienced and award-winning investment teams in the industry. Read more about responsible investing, our investment managers and their biographies.

How we invest

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