Australian Shares

Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.

At Perpetual, we believe in investing in quality companies with sound management, conservative debt levels, recurring earnings and a quality business. Our investment decisions are driven by rigorous company research, which includes more than 1,000 company meetings or calls per year.

Perpetual's Australian shares team manage a range of Australian share strategies across the market capitalisation spectrum. We manage long only, long/short, absolute return and concentrated strategies.


> See all of our Australian Shares funds

Why invest in Australian shares?

  • Protection against inflation

  • Capital growth

  • Potential Tax Benefits

  • Source of income

Why Perpetual?

Expert stock pickers

Our expertise in buying quality and undervalued Australian companies has long been recognised through industry awards. Our focus on buying quality stocks when they are undervalued has rewarded investors over the long-term.


Outstanding track record

We have managed Australian shares since 1966, making Perpetual one of Australia’s longest established share investors.


Stable and experienced team

The size and depth of our Australian equities team (an average of 14 years of industry experience) benefits our clients as we have excellent access to company management. The team conducts more than 1,000 company meetings or calls per year.


Shorting expertise

For selected strategies we deploy our stock picking expertise for short selling, or ‘shorting,’ companies that we think are overvalued. Our shorting capability has been an important strategy since 2003.


Investment philosophy and approach

At Perpetual our investment philosophy drives our investment decisions. The way we seek to identify opportunities and manage our Australian share portfolios is guided by specific principles:

  • We believe equity markets are only semi-efficient
  • As a result, we believe you can beat the returns available from the market (or a market benchmark) by identifying and investing in high quality companies trading at attractive prices
  • We identify these companies through our own fundamental, in-depth research.

What are the risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


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Awards and recognition

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