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Investing with Perpetual
Perpetual has been managing wealth for Australians since 1886. We invest using a tried and tested investment approach that seeks high quality assets at the right price – and looks to hold them for the long-term.
Perpetual believes quality investment management can help you secure your future. We have a range of products and strategies to choose from depending on your goals, and your stage in life.
All our products are explained in detail via their individual Product Disclosure Statements (PDS). We recommend you seek financial advice before making any financial decisions.
Are you investing...
You can choose from the following options
Perpetual wholesale funds
Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest. You can also invest through investor directed portfolio services.
Making an investment
Review the Product Disclosure Statement (PDS), Continuous disclosure and updates and related documents to ensure you understand how the fund works and the risks involved.
Online Application Form
Paper Application Form
Perpetual WealthFocus Investment Advantage
With Perpetual’s WealthFocus platform, you can create and manage an investment portfolio from a broad menu of quality investment options. Whether you are investing within super, in retirement, or to achieve a specific wealth objective, Perpetual’s WealthFocus platform has the flexibility to meet your investment needs.
- WealthFocus is a user-friendly investment platform that puts you in control of your investments through a wide range of investment choices.
- Minimum investment starts at $2,000 (conditions apply).
- It’s easy to sign up for regular investing to grow your nest egg.
Making an investment
Review the Product Disclosure Statement (PDS), Important information and continuous disclosure and related documents to ensure you understand how the fund works and the risks involved.
Online Application Form
Perpetual WealthFocus investment advantage
With Perpetual’s WealthFocus platform, you can create and manage an investment portfolio from a broad menu of quality investment options. Whether you are investing within super, in retirement, or to achieve a specific wealth objective, Perpetual’s WealthFocus platform has the flexibility to meet your investment needs.
- WealthFocus is a user-friendly investment platform that puts you in control of your investments through a wide range of investment choices.
- Minimum investment starts at $2,000 (conditions apply).
- It’s easy to sign up for regular investing to grow your nest egg.
Making an investment
Review the Product Disclosure Statement (PDS), Important information and continuous disclosure and related documents to ensure you understand how the fund works and the risks involved.
Online application form
If your are an existing investor wanting to add more funds, you can contribute to your investment online through our secure site, via BPAY, Direct Debit, cheque or online application.
Making an initial investment or opening a new account
Online application- Perpetual Wholesale Funds
The minimum initial investment per fund is $25,000 by cheque or direct debit
Online Application - Perpetual WealthFocus Investment Advantage
The minimum initial investment in the Fund is $2,00 ($1,000 with savings plan).
Additional investment or regular savings plan via Direct Debit or BPay
Choose your region
Choose your location
Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.