Advisers

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Ask us for any of these helpful materials

Our specialised reports and reference materials are here for your benefit. Our clear, concise Fund Summaries make it easy to walk your clients through the finer points of their investments. Select from attractive, informative educational guides and annual sharemarket posters to help you explain the more complex investment concepts to your clients. All of these materials are available with our compliments. 

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Simply complete our online request form to have your materials dispatched from Australia promptly.  For download versions of these materials, please visit Fund Information.


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Offer documents
Perpetual WealthFocus Investments - Perpetual Series Perpetual WealthFocus Investments - Perpetual Series
Fund Summaries
Perpetual's Concentrated Equity Fund Perpetual's Concentrated Equity Fund
Perpetual's Industrial Share Fund
Perpetual's Ethical SRI Fund
Perpetual's International Share Fund
Perpetual's Geared Australian Fund
Perpetual's SHARE-PLUS Fund
Perpetual's Australian Share Fund
Perpetual's Property Income Fund
Perpetual's Monthly Income Fund
Perpetual's Diversified Income Fund
Perpetual's Property Securities Fund
Perpetual's Balanced Growth Fund and
Perpetual's Conservative Growth Fund
Guide to Investment Series
Managed Funds Managed Funds
Mortgage Funds - the income alternative Mortgage Funds - the income alternative
Investing for Low-risk income Investing for Low-risk income
Residential investment property or listed property trusts Residential investment property or listed property trusts
The perils of market timing The perils of market timing
Why you shouldn't chase last years returns? Why you shouldn't chase last years returns?
International shares - a world of investment opportunities International shares - a world of investment opportunities
Investing with Perpetual Investing with Perpetual
Real value booklets
The real value of investing in shares The real value of investing in shares
The real value of investing internationally The real value of investing internationally
The real value of investing in income The real value of investing in income
The real value of diversification The real value of diversification
Posters
Australian Sharemarket (A1) Australian Sharemarket (A1)
Australian Sharemarket (A4) Australian Sharemarket (A4)
International Sharemarket (A1) International Sharemarket (A1)
International Sharemarket (A4) - CURRENTLY UNAVAILABLE International Sharemarket (A4) - CURRENTLY UNAVAILABLE