ADVISER RESOURCES

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.

The award-winning Perpetual SHARE-PLUS Long-Short Fund, having won the Australian Equities – Alternative’s category at the 2021 Zenith Fund Awards, invests in ASX listed companies and has two unique distinguishing factors. One is it can invest up to 20% globally, which it has in the past and done very successfully. And the other is that it has got an ability to short stocks, so bet that those companies can go down.

Zenith award winner 2021

Educational resources

Timeless investing

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.

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Business Development Team

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426 for financial advisers only. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The relevant product disclosure statement (PDS) and target market determination (TMD) should be considered before deciding whether to acquire or hold units in the Fund(s). These can be obtained by calling 1800 062 725 or visiting www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance. View the Financial Services Guide (FSG) for Perpetual Investment Management Limited (PIML) and Perpetual Superannuation Limited (PSL) general financial product advice and financial services. You may also receive other FSG’s from other Perpetual Group companies from time to time depending on the kind of product or service that is relevant.

The information is believed to be accurate at the time of complication and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time and do not constitute a recommendation to act.

This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change.

The Zenith Fund Awards were issued on 15 October 2021 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.



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