Wed, 30 Nov 2011
Charities and non-profit organisations benefit from our clients’ generosity.
News
Mon, 23 Jul 2012
Directors of charitable not-for-profit (NFP) organisations face challenges that are unique to their sector but no less pressing than those of the commercial sector, according to the participants of a groundbreaking scholarship program.
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Thu, 12 Jul 2012
Perpetual has distributed $12.5 million in funding for NFPs during its annual funding round, up from $9.1 million in 2011.
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Mon, 25 Jun 2012
Perpetual releases Transformation 2015 strategy to achieve vision of becoming Australia’s largest independent wealth manager of choice.
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Wed, 09 May 2012
An analysis of the Federal Government's 2012/13 Budget, delivered on 8 May 2012.
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Mon, 23 Apr 2012
Most of us know that getting advice from a financial adviser can help us achieve our financial goals, whatever they may be. However, many of us can only determine the quality of that advice after many years, following the success or failure of the recommended strategies. This is because we generally only see one financial adviser, so we don’t have the opportunity to compare services.
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Wed, 11 Apr 2012
The limitations of European solutions are concerning investor. The market’s four month rally has faded and Europe’s troubles have spread into the bigger economies, Matt Sherwood, head of investment markets research, Perpetual Investments, provides this market update.
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Tue, 03 Apr 2012
Volatility, a term often used to describe fluctuations in returns, is also a way of measuring risk. Different investments carry different levels of risk and return.
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Thu, 23 Feb 2012
Perpetual's first half financial results
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Fri, 09 Mar 2012
As many clients know from painful experience, share funds can suffer losses quickly. That was certainly the case during the GFC when sharemarkets around the world sank.
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Mon, 06 Feb 2012
The Perpetual Limited Board has appointed Mr Geoff Lloyd as Chief Executive Officer and Managing Director, effective 06 February 2012.
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Tue, 15 Feb 2011
Perpetual has disclosed details of the settlement for retail investors from all states of Australia, New Zealand and Papua New Guinea, for whom it acts as trustee for the Mahogany Notes Series I and II, following litigation with Lehman Brothers Special Financing, Inc (LBSF).
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Tue, 01 Mar 2011
Estate planning is an essential part of managing your finances, especially if you have a family, a business or a complex financial situation.
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Mon, 15 Aug 2011
Perpetual Investments has partnered with Wellington Management Company, LLP (Wellington Management) to manage the Perpetual International Share funds, giving clients access to a world class manufacturer of international equities products.
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Wed, 30 Nov 2011
Charities and non-profit organisations benefit from our clients’ generosity.
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Fri, 02 Dec 2011
With Australia becoming increasingly litigious, individuals and business are more exposed than ever.
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Fri, 02 Dec 2011
Our Head of Credit explains how the Euro and US debt crises are impacting broader fixed income markets.
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Fri, 27 Jan 2012
With Australia's ageing population increasing, many people are faced with the prospect of taking care of their elderly parents. Peter Whitehead, Senior Manager – Fiduciary at Perpetual Private, talks about the challenges of managing a relative's financial affairs.
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This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of the Fund or the return of an investor’s capital. An investment in the Fund is not a bank deposit, nor is it a liability of the Perpetual Group. It is subject to investment risk, including loss of some or all of an investor’s principal investment and lower than expected returns.
