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. Applications to invest in Perpetual Investment Funds can be made through the myPerpetual application portal online.
Before applying for a Perpetual Investment it's important to review the Product Disclosure Statement (PDS), and related documents to ensure you understand how the fund works and the risks involved.
Information on Customer Identification Requirements
Investment Forms, PDS's and Offer Documents
Find out more about Perpetual Investment Funds
Continuous disclosure and updates for Perpetual Investment Funds
Applications for additional investment to your Perpetual Fund can be done by accessing the online account portal myPerpetual, or via the post where completed additional investments form & documents should be sent to this address:
Perpetual Investment Funds
GPO Box 4171, Sydney NSW 2001
Review the current PDS and related documents. They may have changed since you first invested.
Information on Customer Identification Requirements
Find out more about Perpetual Investment Funds
Continuous disclosure and updates for Perpetual Investment Funds
Applications for Perpetual Investment aFunds can be made via investor directed portfolio services. Financial advisers can make applications through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:
Before applying for a Perpetual Investment Fund, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.
Perpetual Investment Funds
GPO Box 4171, Sydney NSW 2001
Information on Customer Identification Requirements
Find out more about Perpetual Investment Funds
Continuous disclosure and updates for Perpetual Investment Funds
With one of Australia’s largest, most well-resourced and experienced investment teams, Perpetual offers institutional investors expertise across four major investment capabilities: Australian equities; global equities; cash, credit and fixed income; and multi asset strategies. These capabilities can be accessed via pooled investment funds or tailored mandates.