|Print

Investments

Whether you're looking to build your wealth or saving for something specific, we have an investment solution to help you achieve your goals.

  • No initial contribution fee on many of our managed funds when you invest directly with Perpetual*.
  • Our choice of managed funds offers access to all major asset classes, managed by Perpetual and other leading investment managers.
  • Easily manage your investments with features such as online access, regular savings plans and auto-rebalancing or by using our investment administration service.
  • We have been recognised by industry awards including the 2009 AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year.

Investment products at a glance

Managed funds
Minimum investment Description                                                                      View all managed funds
 Perpetual WealthFocus Investment Advantage
$2,000
  • Designed for investors seeking wide investment choice with more than 75 investment options across all major asset classes. 
  • Offers unique tax advantages – no capital gains tax when switching investment options and on partial withdrawals. 
  • Investment options to suit different investor risk profiles from both Perpetual and external fund managers.
Perpetual WealthFocus Wholesale Investment Advantage
$25,000
  • The same benefits as listed above for WealthFocus Investment Advantage apply.
  • Designed for investors seeking wide investment choice and willing to receive all statements electronically.
Perpetual Cash Management Fund
$2,000
  • Designed for investors seeking a cash fund that aims to provide regular income and capital stability. 
  • Invests in deposits, money markets and fixed income securities. 
  • Same day processing of withdrawals

Perpetual Select Investment Funds
$5,000
  • Designed for investors who want a practical solution to easily manage and diversify their investments 
  • Choose from a range of multi-manager funds - six single-asset class and six multi-asset class funds.
Perpetual Wholesale Funds
$25,000
  • Designed for investors who seek to benefit from substantially lower fees for initial investments of $25,000 or more. 
  • Choose from a range of single and multi-asset class funds managed by Perpetual.
Structured products
Perpetual Protected Investments More Info
  • Series 1, 2 and 3 are now closed to new investors.

Our structured products are only available through a financial adviser. If you have any questions we recommend you speak to your financial adviser.
Investment administration
Perpetual Portfolio Administration Service More Info
  • Designed for investors who want full control of their investments, but wish to outsource administrative, compliance or regulatory aspects of managing their portfolio(s). 
  • Access a wide of choice of investments which we administer on your behalf (or have us administer your existing investments). 
  • Receive consolidated investment and tax reporting across your entire portfolio.

 

Can't see your product in the list above?

See information on our other products. 

*Where an an initial contribution fee is payable on managed funds, investors who invest directly with Perpetual receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited or another Perpetual company.

Information contained [in the Investments Section] 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.

Ways to invest

  • 1800 022 033