Wholesale Clients

Diversified Funds at a glance

Diversified exposure to Perpetual’s asset management skills

Perpetual’s diversified funds are designed to meet the needs of a range of investors risk profiles. We actively manage our exposure in each asset class and regularly review the asset mix to take into account changing market conditions.  This style aims to enhance performance by allowing us to favour asset classes that perform better under certain conditions and are regarded as under valued. Click on fund names in the table below to access Fund Overviews.

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Print Table
Name Description Available for Downloads
Institutional Masterfund
Perpetual's Wholesale Balanced Growth Fund Long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. PDFPDS
PDFSingle Fund PDS
Perpetual's Wholesale Conservative Growth FundModerate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed interest securities.PDFPDS
PDFSingle Fund PDS
Perpetual's Wholesale Diversified Growth FundModerate growth over the medium term and income through investment in a diversified portfolio of growth and income assets.PDFPDS
PDFSingle Fund PDS
Perpetual's Wholesale Split Growth FundLong term capital growth through investing in a mix of international shares and quality Australian industrial shares.PDFPDS
PDFSingle Fund PDS