Diverse range of investment options.
Perpetual's products and platform solutions aim to make it easy for you to create and manage an investment portfolio that meets your investment objectives. Whether you are seeking a high level of personal control over your investments, or a less active approach, we seek to provide you with useful solutions that are easy to use.
Choose from single asset class and multi asset class investment options. Perpetual’s Investment funds are suitable for investors with a minimum initial investment of $25,000.
Perpetual Investment 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.
Investors in the Perpetual Investment funds can benefit from the following features:
Choose from a range of single asset class funds and multi asset class funds to create an investment portfolio that best suits your objectives.
With a savings plan, you can make regular investments through automatic direct debit. This is a simple and convenient way to benefit from the discipline of regular saving.
We provide you with consolidated annual reporting across your investments, to help make your aggregated position clearer.
Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund.
Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal.
Choose from a wide range of investment options across the major asset classes. Select from funds managed by Perpetual and other investment managers.
Perpetual Private Wrap is suitable for investors who seek a wide range of investment options and the convenience of consolidated reporting, but do not wish to manage the administrative and compliance burden of maintaining their investments.
Perpetual Private Wrap is a wrap service that brings all of your investments together around a central cash account. This means that all buying, selling, reporting and maintenance of your investments occurs in one place, simplifying the administration of your investments or super.
Perpetual Specialist Series Funds offer access to a select choice of funds suitable for investors with a minimum initial investment of $500,000.
Perpetual’s DIY super solutions are designed for investors who want a high level of control and flexibility over their retirement investments but would like to outsource the administrative and compliance aspects of their super fund.
We can help you establish your Self Managed Super Fund (SMSF). While you, as trustee of the Fund, have ultimate responsibility, we provide the critical administrative support and asset custody services you need to make it easy to manage the day-to-day operations of your fund.
A comprehensive trustee service that enables you to enjoy the choice and flexibility of a DIY super fund without the responsibility of being a trustee. We will help you to establish your Small APRA Fund and provide full ongoing management of your fund.
For important information regarding Lonsec ratings and awards please visit: https://www.lonsec.com.au/logo-disclosure
The Zenith Fund Awards were issued on 14 October 2022 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, including target markets where applicable. 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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