Perpetual Wholesale Funds

Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest. You can also invest through investor directed portfolio services.

Investors in the Perpetual Wholesale funds can benefit from the following features:

Diverse range of investment options

Choose from a range of single asset class funds and multi asset class funds to create an investment portfolio that best suits your objectives.

Cost effective

Due to the higher initial investment amount, you can benefit from lower management fees compared to other retail managed funds with lower initial investment amounts. Also, Perpetual Wholesale Funds do not have contribution or exit fees.

Savings plan

With a savings plan, you can make regular investments through automatic direct debit. This is a simple and convenient way to benefit from the discipline of regular saving.

Consolidated reporting

We provide you with consolidated annual reporting across your wholesale fund investments, to help make your aggregated position clearer.

Our best investment capabilities and strategies can be accessed through Perpetual Wholesale Funds. The full range of Perpetual Wholesale Funds can be viewed on our Pricing and Performance section.

Additional Information
> Download the PDS
> FSG for Direct Investors
> Important information & continuous disclosure
> Request a PDS by mail

An example of our leading Wholesale capabilities

The Perpetual Global Share Fund is a hand-picked portfolio of 20-40 high quality companies chosen 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.

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.