Keeping your head

Looking for a fund?


A rich life from 50 to 100

A guide to unfurling the sails for your second wind

Perpetual Native Title Trusts

Native Title Trusts

Working with Aboriginal communities to ensure their Native Title Trusts benefit the community now and into the future

Cannane article

Australia as an investment destination

Andrew Cannane, General Manager – Managed Funds Services, discusses why Australia is a popular destination for global investors and how Perpetual is helping international clients to invest in quality infrastructure assets.

Fund in Focus

It takes conviction to deliver a true value global share fund.

The Perpetual Global Share Fund is a focused portfolio of 20-40 high quality companies; hand-picked for their long-term investment potential. When it comes to value investing, we not only have an active and proven approach, we possess the conviction to stick to it. It’s part of what makes us unique.


1 month %pa 3 months %pa 6 months %pa 1 year %pa 2 years %pa 3 years %pa 5 years %pa
Perpetual Wholesale Global Share Fund - Class A -0.6 -5.4 -4.6 -4.0 NA
Perpetual Wholesale Global Share Fund - Class W NA
11.2 22.0 15.7
MSCI World Net Accum Index AUD$ Unhedged -0.8 -5.8 -4.0 -4.1 11.1 18.2 13.0

Source: Perpetual. Performance is shown net of fees as to 31 March 2016.

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 is the responsible entity of the Wholesale Global Share Fund. A Product Disclosure Statement is available by calling 1800 011 022. You should consider it before making a decision about whether to invest.

Class A of the Perpetual Wholesale Global Share Fund has been operating since August 2014. To give a longer term view of our performance in the Fund, the returns for Class W, which has been operating since January 2011, are shown. Class W has identical investments to Class A. We have adjusted the return of Class W to reflect the fees applicable to Class A (including a 1.10% Management Fee and 15% Performance Fee). The estimated Performance Fee accrued as at 27 August 2014 is not carried into actual performance calculations commencing 28 August 2014. Further details on the Performance Fee calculation is available in the Perpetual Global Share Fund Product Disclosure Statement offering ‘Class A units’. Past performance is not indicative of future performance.

Delivering more for our clients is what our Lead & Grow strategy is all about.

Geoff Lloyd, CEO