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.

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.

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), should be considered before deciding whether to acquire or hold units in the Fund(s). The PDS 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. 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.

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