From Decimal to Digital

LESSONS FROM 50 YEARS OF INVESTING IN AUSTRALIAN SHARES

We’ve been helping clients invest in Australia’s best industrial companies for 50 years. Our new eBook tours those five decades of change and shares the crucial investment lessons we’ve learned along the way.

ISF 



 Not much has changed.
But everything has changed.


This book is not all about the Perpetual Industrial Share Fund – though it celebrates 50 years of that fund. It’s about the country the fund invests in, how it’s changed and why. 

It’s also about the lessons people can learn from the investment approach of a fund that’s half a century old. Our premise is that industrial shares remain an irreplaceable investment choice. That investing conservatively, patiently, yet decisively has created wealth for decades and can do so for decades to come.

Mostly it’s about the people who invest in the Perpetual Industrial Share Fund. Those who believe in Australia and its companies and its people. And who reap the rewards…


Whats in the book...

Source: Perpetual. Return has been calculated December 1976 to 30 June 2017 for Perpetual’s WealthFocus Investments Industrial Share Fund, using the first audited figures available. Total returns have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation (except in the case of superannuation funds). Past performance is not indicative of future performance. The current benchmark for the Perpetual Industrial Share Fund is the S&P/ASX 300 Industrials Accumulation Index. As the Industrials Index series is not available prior to 1979, the S&P/ASX All Ordinaries Accumulation Index has been used for reference purposes.

Invest Now

So we can provide you with the correct information. 

Please select one of the investor types below.


I am a: Individual Investor Financial Adviser


The Case for Industrial Shares

Want to know more?

More information about the Industrial Share Fund can be found in our investor tools and brochures