The latest news and updates on Perpetual products
Putting relevant information at your fingertips is one small way we can enhance your services. Get to know what’s in the news with our quick overviews that connect you to their source if you choose. You’ll also find Product Information on our funds updated here regularly. Click through to download or request a printed copy of our range of Product profiles, Fund Summaries and Fund Profiles. To view, print or order any Perpetual Offer Document, go to Request Printed Materials.
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Perpetual's Diversified Income Fund
Perpetual's Diversified Income Fund is run by an experienced credit team and seeks to deliver consistent returns, regular income and low volatility. See the product summary and PDS for more details.
Small caps update - webcast now available
Hear about the risks and opportunities for small cap investors, and the effects of current market conditions, from Sean Cunningham, Portfolio Manager for Perpetual's Smaller Companies Fund. Sean will also look at the recent performance and current stock holdings of Perpetual's Smaller Companies Fund.
View webcast
Perpetual’s AML Client ID forms coming soon
By the end of May we plan to issue our new customer identification forms to meet Anti-Money Laundering/Counter Terrorism Financing obligations.
After we issue our new ID forms, when making a product application, the relevant ID forms should be completed in addition to the normal product application forms in our product disclosure statements.
For advisers already collecting client ID information using the ID forms issued by FPA / IFSA, we will continue accepting these forms.
Further information about our client ID forms will be provided in coming weeks.
Product information to keep you up to date
Product profiles
These quarterly reports on funds offered by Perpetual cover fund commencement date, net fund size, distribution frequency, ongoing fees, buy/sell spread, investment guidelines, sector breakdown, portfolio holdings (with top 10 stocks and statistics), returns and franking. 
Download a copy now.
Fund and Product Profiles can be found at the Fund Information page.
Fees and Commissions