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 asset classes
Share the below articles with your clients to explain the role of equities, fixed income and real return funds in an investment portfolio.
FUND IN FOCUS - PERPETUAL GLOBAL INNOVATION SHARE FUND
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 brochure visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.