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New Zealand investors

We offer New Zealand investors access to a range of funds managed by Perpetual.

Minimum investment Description More info
Perpetual WealthFocus Investment Funds
$A2,000
  • Designed for investors seeking wide investment choice
  • Access all major asset classes through a range of funds managed by Perpetual.

New Zealand investors in this product are eligible to invest in the Perpetual series of funds only, not those managed by external fund managers.

Perpetual Wholesale Funds
$A50,000
  • Designed for investors who seek to benefit from substantially lower fees for initial investments of $50,000 or more.
  • Choose from a range of single and multi-asset class funds managed by Perpetual.

 

Please be mindful when viewing performance or other areas of our website, that it contains information about all Perpetual products, not only the funds offered to New Zealand investors.

How to invest from New Zealand

  • Carefully read the Australian product disclosure statement (PDS) for the relevant fund above. 
  • Complete the application form enclosed in the PDS. 
  • Mail your completed application form and payment to us (details in the PDS).

To process the application, we must receive the application form from the current Australian PDS and the payment.

For more information

Contact Perpetual Investor Services toll free from New Zealand 8.30am-6.00pm Monday to Friday (Sydney time).
Phone 0800 441 656
Email investments@perpetual.com.au    

Contact us

Phone 0800 441 096

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