Fund Manager of the year 2021

"This past financial year was a transformational year for Perpetual. Our business today is markedly different from the one I reported on just 12 months ago. In that short period, Perpetual has evolved from a largely Australian focused business to becoming a global business" - Rob Adams, CEO.

Thursday 19 August 2021

Explore our special edition eBook, providing an exclusive perspective on the Australian equities market. Our team of experienced Portfolio Managers will share their unique insights on some of the key themes and signals you should consider when investing.

Written for individuals with more than one million in investible assets, this free ebook contains eight thought-provoking chapters on how you can generate a retirement income in a low-rate world. It provides practical tips and advice on alternative investment options, tax effective investments and investing responsibly without compromising on returns.

By 2025, around $1 trillion will pass to the next generation of Australians – and $3.5 trillion by 2035.1 If you’re expecting to receive an inheritance in the next few years, especially one of a million dollars or more, it can be a life-changing opportunity. We’ve prepared a range of important information to help you understand what’s involved.

Barrow Hanley, now part of the Perpetual Asset Management International, is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns.

Trillium, now part of the Perpetual Asset Management family, is an impact-driven, environmental, social and governance (ESG) focused firm.