Investing from New Zealand
Currently investors located in New Zealand can invest in two Perpetual products:
- Pepetual's WealthFocus Investments - Perpetual Series
- Perpetual's Wholesale Funds
These funds are unit trusts registered in Australia.
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Perpetual WealthFocus Investments - Perpetual Series offers you the choice of 20 funds from the full suite of Perpetual funds, ranging across six different investment categories of Australian shares, International shares, Property, Income, Cash and Diversified. You can invest in just one fund or in multiple funds. |
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Perpetual's Wholesale Funds are designed investors with $50,000 or more to invest. Each of Perpetual’s Wholesale Funds is a unit trust with no entry or exit fees. |
This website contains information about all of Perpetual’s funds, not just the funds offered to New Zealand investors. When visiting Performance and Unit Prices sections of our funds table, be mindful of this.
To invest in a fund a New Zealand investor must:
- Receive an Australian offer document for the relevant fund.
- Read the Australian offer document and complete the application form attached to the offer document.
- Send the completed application form and cheque to us.
We must receive the application form from the current Australian offer document and the cheque in order for us to process the application.
Australian offer documents can be downloaded from NZ Fund Information.
You can request a withdrawal by way of buy-back here. Having Perpetual Investments buy-back your units is an alternative to withdrawing by redemption.
Alternatively, you can request printed versions of the documents by emailing investments@perpetual.com.au or calling Adviser Services Monday to Friday between 8.30am and 6.00pm (Sydney time) on 0800 441 656
Fees and Commissions