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:
Diverse range of investment options
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..
Our best investment capabilities and strategies can be accessed through Perpetual Investment Funds. The full range of Perpetual Investment Funds can be viewed on our Pricing and Performance section.
Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.
The Perpetual Diversified Real Return Fund offers a compelling combination of diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation*.
* Over rolling 5 year periods, before tax and fees.
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.
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