Distinguished by awards and recognition
Our industry awards
This Awards section contains evaluations of our funds and investment process by external agencies who analyse and evaluate fund managers and their funds. We also list industry awards from many sources.
To see Perpetual in the news on other topics, visit our media releases or a selection of materials available in our Shareholder Centre.
2008 Financial Review Smart Investor Blue Ribbon Awards:
- Perpetual Limited Australian Large-Cap Shares - Highly commended
- Perpetual Limited Multi-Sector - Conservative - Highly commended
- Perpetual Limited Multi-Sector - Balanced - Highly commended
Previous Awards
Perpetual Limited won Money magazine's Best Fund Manager award in 2005, 2006 and 2007.
The award was based on ratings from three of Australia's leading investment research houses - Standard & Poor, InvestorWeb and Morningstar. High ratings for Perpetual's solutions in many individual manager fund categories (as detailed below) led to this win.
Click here for more information on how the awards were decided
Perpetual won several other awards:
- Gold - Best Australian Share Fund for our WealthFocus Investments Industrial Share Fund
- Gold - Best Smaller Companies Fund for our Investor Choice Smaller Companies Share Asset Group
Perpetual was also a finalist in the below categories:
- Best Balanced Fund
- Best Mortgage Fund
- Best Term Fund Short Term - Non Bank
- Best Growth Fund
For further information contact us on 1800 022 033 or email investments@perpetual.com.au
Perpetual recently won the Financial Review Smart Investor Blue Ribbon Award 2007 for the following funds:
- Monthly Income Fund
- Australian Small-Cap Shares Fund
The winners were chosen by Morningstar and RiceWarner following a filtering process, omitting funds that weren’t recommended by Morningstar or had poor historical risk-adjusted returns over the short and medium terms.
To be eligible the winner had to be an open retail unit trust with more than $5million in funds under management.
Perpetual’s Monthly Income Fund won the Blue Ribbon Award for its delivery of stable returns for investors in mortgage funds.
Perpetual’s Australian Small-Cap Shares Fund won the award for the use of quality stocks and the ability of the Perpetual Investment team to leverage its extensive resources when putting investors’ funds to work.
For further information contact us on 1800 022 033 or email investments@perpetual.com.au
Perpetual Limited won the Rainmaker Marketing Excellence Award for Best Investment Management website 2007.
The Rainmaker Marketing Excellence Awards honour outstanding achievements in marketing, sales and business development by an individual, a group of individuals or an organisation in the wealth management industry. Perpetual was pleased to accept the award for Best Investment Management website 2007, as voted by our peers in the wealth management industry.
For further information contact us on 1800 022 033 or email investments@perpetual.com.au
Perpetual Investments won Money's Best Fund Manager 2006 award, a ringing endorsement because it is based on ratings from three of Australia's leading investment research houses - ASSIRT, InvestorWeb and Morningstar. Money's award confirms Perpetual as Australia's most awarded fund manager in 2006.
Perpetual won several other awards:
- Best Rated Australian Share Funds for our Australian Share and Industrial Share Funds
- Best Rated Australian Smaller Companies Funds for our Small Company Share Fund
Perpetual was also a finalist in the below categories:
- Best Term Fund Non bank - Short term
- Best Balanced Fund
- Best Growth Fund
For further information contact us on 1800 022 033 or email investments@perpetual.com.au
