Welcome to Perpetual’s Adviser Resource Hub where you’ll find educational content to help you explain investments to your clients as well as resources to support your ongoing professional development.
Helping clients to understand their investments
Share the below videos with your clients for an update from Perpetual's portfolio managers on the funds they manage, current investment opportunities, favourite stocks, investing through COVID and more.
FUND IN FOCUS - PERPETUAL ESG REAL RETURN FUND
Recently launched, the Perpetual ESG Real Return Fund is a multi-asset offering that will invest in a diversified portfolio including Australian and global shares, fixed income and credit assets, to be selected based on a range of sustainable, ethical and financial criteria.
Taking a longer-term view to investing means your clients can more easily ride out any ups and downs in the market and achieve more consistent returns. This poster visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.