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.
This follows a review of Perpetual’s offshore international equity management capability. The review looked at all aspects of our international equities capabilities from a client point of view. As a result of the review, it was decided that we would move away from running the Perpetual International Share funds in-house, and close our Dublin-based equities business, PI Investment Management Ltd. That choice was taken as a result of our aim to provide clients with excellence in funds management.
Wellington Management is a highly-trusted and well-resourced investment management firm, with a process and philosophy that fits strongly with Perpetual’s business and values. They have over 500 investment professionals in 11 cities around the globe, all focusing on providing the best in global funds management.
It is important to note that these changes require no action from clients, and our fees associated with the Perpetual International Share funds will remain the same. The Perpetual International Share funds continue to be our responsibility and we will continue to operate, distribute and service the funds.
For further information please contact your adviser or call Perpetual Investor Services on 1800 022 033, email us at investments@perpetual.com.au
News
Wed, 12 Jun 2013
The recipients of the prestigious Helen Lempriere Scholarships for 2013 have been announced.
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Mon, 03 Jun 2013
Please be aware there are two website outages planned for this long weekend 8-10 June.
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Mon, 25 Feb 2013
Perpetual Investments has been named Fund Manager of the Year by Morningstar in its Morningstar Awards 2013.
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Fri, 09 Mar 2012
In March 2012 Perpetual was awarded 'Employer of Choice for Women' status for 2012 through the Equal Opportunity for Women in the Workplace Agency (EOWA).
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Wed, 23 Jan 2013
Transfer of traditional trustee services to Perpetual Trustee Company Limited
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Wed, 12 Dec 2012
Perpetual Investments has been awarded a $165 million Australian equities mandate.
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Wed, 17 Oct 2012
Perpetual has distributed over $1.6 million in funding to Australian biomedical researchers on behalf of the Ramaciotti Foundations.
Professor Katherine North AM, the researcher responsible for discovering the ‘gene for speed’ has been awarded the prestigious Ramaciotti Medal for Excellence in Biomedical Research and a $50,000 grant.
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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
ASX announcement
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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, 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.
Find out more
Fri, 02 Dec 2011
With Australia becoming increasingly litigious, individuals and business are more exposed than ever.
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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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