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.

In a world rapidly changing thanks to innovation, it makes sense to invest where the most transformational ideas are coming to fruition. Rather than looking for growth or value, cyclical market opportunities or market direction, the Perpetual Global Innovation Share Fund is a hand-picked portfolio of high-quality companies that are benefiting from technological change and innovation.

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 brochure visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.

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This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. 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. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not indicative of future performance. To view the Perpetual Group's Financial Services Guide, please click here.

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.

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.

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