Perpetual Charitable & Community Investor Fund
An investment product designed specifically for charitable and non-profit organisations
The Perpetual Charitable and Community Investor Fund
The Perpetual Charitable and Community Investor Fund (the Fund) is a product designed specifically to help non-profit and charitable organisations balance the funding of day-to-day operations with sustainable growth.
A flexible and tax effective way to manage funds
The Fund focuses on delivering an income stream and capital growth through an innovative investment structure tailored to meet the long-term needs of non-tax paying organisations, as well as taking advantage of significant tax benefits.
While the Fund has a minimum investment of $100,000, it is a suitable option for organisations wanting to manage much greater amounts more effectively.
Key benefits of the Fund
As well as helping organisations manage and administer their assets more effectively and better achieve their goals of income and growth, choosing to invest in the Perpetual Charitable and Community Investor Fund also allows organisations to benefit from the following:
- Perpetual’s investment and philanthropic expertise
- An innovative investment approach
- Increased tax effectiveness
If you are interested in investing in the Fund you can:
- Download a copy of the Product Disclosure Statement
- Call 1800 631 381 and ask to speak to the Regional Manager for Perpetual Private Clients in your State
- Make an appointment with Perpetual Private Clients.
