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One of Australia's most trusted providers of financial services

About Perpetual

Few other independent, diversified financial groups offer the depth and breadth of experience as Perpetual. As one of the most trusted providers of financial products and services in Australia, Perpetual has long been recognised for initiative, integrity, security and vision. Perpetual Limited (Perpetual) is an ASX Top 200 company (ASX: PPT) with a market capitalisation of some A$1.8 billion. Funds under management as at 30 June 2008 was A$30.3 billion and funds under administration was A$222.9 billion.

Driven by the power of experience

Our key competitive strengths as a group are:

1. Our approach to managing funds management teams philosophies and processes
2. Strong relationships with the financial planning community
3. A trusted brand
4. A long history as a leading provider of fiduciary services to individuals and corporates


Australian Equities

Australian Equities comprises our funds management activities for both active and quantitative Australian equities, for both institutional and adviser customers.

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Global Equities

Global Equities is managed by PI Investment Management Limited (PIIML), a global equities firm based in Dublin. This business includes our funds management activities for our institutional and advised customers in Australia and overseas.

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Income and Multi Sector

The Income and Multi Sector business comprises Perpetual’s cash, fixed interest, mortgage, property and infrastructure funds management activities for our institutional and advised customers, as well as our Select multi-manager and balanced fund management activities.

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Perpetual Private Wealth

Perpetual Private Wealth is our direct to client business offering individuals and organisations access to products from Perpetual Investments such as managed funds and super and retirement funds. Perpetual Private Clients, which offers specialised advice and services such as portfolio management, estate planning and DIY super also forms part of Perpetual Private Wealth.

Perpetual Corporate Trust

Perpetual’s Corporate Trust offers securitisation, trust and responsible entity services, and also acts as trustee for corporate debt issues, infrastructure projects, security agencies, development capital, management buyouts and property trusts. 

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