Perpetual's Wholesale Funds

Choose from 17 funds across Australian and International shares, specialised and geared share funds, Diversified, Income, Property and Quantitative Investments. 

Designed for wholesale investors, investor directed portfolio services, superannuation fund trustees and individual investors with over $50,000 to invest, and managed by a team of leading investment managers, these funds continue to deliver strong investment returns through a reliable, time-proven management style.

SNAPSHOT SUMMARY: 

• Strong historical returns
• For specialist investors

Other relevant information about this investment

The following links provide incorporated information which forms part of the Perpetual Wholesale Funds PDS:

Anti-Money Laundering/Counter-Terrorism Financing laws including the 'About AML/CTF legal requirements' section of the 'Customer identification form'.

Additional information about the investment management policies and details of the underlying portfolios for the mortgage and property Investment Options:

Perpetual's Wholesale Monthly Income Fund

Perpetual's Wholesale Property Income Fund

 You should read this information in conjunction with the PDS.