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Term Fund




Make the most of your money. Earn income with Perpetual's Term Fund. 

Perpetual's Term Fund offers you a highly attractive return with an income to help support the lifestyle you enjoy. The Fund is currently one of the most rewarding of its kind - offering a return of 7.00% pa (income paid on maturity) for a term of three months.

You'll benefit from:

  • attractive returns
  • regular income
  • Perpetual's successful track record as one of Australia's most trusted and awarded providers of financial products. Perpetual has over 120 years of experience and a team of highly experienced investment managers.

Perpetual's range of attractive returns and terms

Perpetual's Term Fund offers a variety of terms, all with attractive returns. So if you'd like to invest for more - or even less - than three months, choose your term from the table below.

For investments between $2,000-$1,000,000 (the returns are effective from Wednesday 1 October, 2008).

Term Income paid quarterly
(return pa)
Income paid annually or on maturity for terms less than 12 months
(return pa)
1 month   6.80%
2 months   6.90%
3 months   7.00%
6 months 6.60% 6.75%
9 months 6.35% 6.50%
12 months 6.25% 6.40%
24 months 6.10% 6.25%
36 months 6.10% 6.25%

Returns are subject to change.

To find out more about how you could earn 7.00% pa for a three month term, download or request by mail a product disclosure statement.

#Perpetual's Term Fund (Fund) is issued by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. A Product Disclosure Statement (PDS) is available and can be obtained from the link above. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its related bodies corporate) guarantees that you will earn any return on your investment or that your investment will gain or retain its value. You should carefully consider the PDS in deciding whether to acquire, or continue to hold the Fund and whether or not the Fund is appropriate for you. The information in this advertisement is of a general nature only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs.