Earning the trust of families, businesses and communities for more than 130 years
Specialised financial advice that protects and grows your wealth
Your guide to receiving an inheritance
Helping successful families manage, preserve and pass on their wealth
Creating maximum impact and long-term sustainability for your not-for-profit organisation
Investment and super strategies for life beyond work
Advice, accounting and business advisory services to grow your business
Trustee services to provide long-term support for First Nations communities
Estate planning and trustee services for the people and causes you care for
Specialist financial advice for doctors running a medical practice
Protect and grow your long-term wealth with tailored investment options
Philanthropic services and charitable trusts to help you give more effectively
Trustee services, financial advice and lifestyle support for the injured or disabled
Dedicated team of financial advisers and investment experts to help you manage, protect and grow your long-term wealth
Lifestyle and financial management services for older Australians
Advice, trustee and investment management services for your clients
We offer investors a broad range of investment options across Australian and global shares, multi asset, credit and fixed income and ESG funds.
Unit price and performance information, including monthly fund profiles
Invest with one of Australia’s largest and most experienced share investors
Gain exposure to the word’s best companies and industries
Access a range of credit and fixed income solutions across industries, maturities and the capital structure
Diversify risk by investing across a broad range of strategies, managers and markets
Solutions that offer investors simplicity, flexibility and a wide choice of investment options
Products and expertise that help investors build their retirement capital
Access Perpetual’s investment expertise in equities, credit and fixed income through our listed investment vehicles
Investment strategies including wholesale funds, individual mandates and bespoke portfolios
Barrow Hanley Global Investors (Barrow Hanley), now part of the Perpetual Asset Management International.
Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing
Visit Perpetual’s Adviser Hub for the latest educational content around investing and tools to share with your clients.
Corporate trustee services for the funds management and debt capital markets
Holding, safeguarding and administering assets including cash, property, shares, mortgages, private equity, infrastructure and debt securities
Helping you to set-up with maximum efficiency and provide robust fiduciary oversight of an unregistered investment structure
Helping with all your compliance and governance needs as you launch and manage your managed investment scheme
Supporting banks, credit unions, major financial institutions and non-banks with their end-to-end securitisation transaction requirements
A trusted intermediary for clients seeking a range of agency and trustee services for corporate or kangaroo bonds and corporate debt or syndicated debt
One of the largest document custody providers in Australia delivering services electronically or via secure vault facilities
Our innovative digital solutions can help clients to become more effective, efficient and achieve economies of scale, while reducing cyber risk and maintaining compliance
Cloud-based platform delivering workflow, automated data management and analytics for fixed income investors, structured finance and credit teams
A leading provider of ABS information management and reporting services supporting investor, rating agencies, RBA and ESMA regulatory reporting obligations
Portfolio insights and benchmarking of retail loans across multiple asset classes. Delivered via exclusive, professionally-guided industry discussion forums
Perpetual’s latest thinking on investing, financial advice, philanthropy, corporate trustee services and much more.
The latest video news from Perpetual – our clients, fund managers, staff and management on our services, company news and the issues of the day.
Stay up-to-date with economic and investment market developments with the latest insights from Perpetual’s experts.
Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy.
Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management.
A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses.
Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life.
Catch up on news about Perpetual – learn about our people, our business, our work in the community and recent developments in our organisation.
A comprehensive range of Australian share funds managed by one of the country’s largest and most experienced sharemarket investor
For investors seeking the growth potential of quality companies from around the world
A range of credit and fixed income funds for investors seeking regular income and stable returns
Investment funds that offer investors the benefits of wide diversification combined with expert asset allocation
Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities
Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio
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
Compare managed fund performance and see unit fund prices here
In history there are decades where not much happens, and there are months where decades happen. Covid-19 has had far reaching effects on how economies function, where we work and how firms do business, and that process is on-going. Matt Sherwood, Head of Investment Strategy, Multi Asset, discusses his outlook and important factors for 2022.
Perpetual Asset Management Australia has launched the first of a suite of Exchange Traded Managed Funds − commonly referred to as active ETFs – as the Perpetual Ethical SRI Fund commenced trading on the ASX. The launch of active ETFs is aligned with our strategy to offer investors an additional channel to access Perpetual’s proven active management expertise.
The Perpetual Ethical SRI Fund is full of businesses with resilient balance sheets, strong market positions and decent cash flows, which Portfolio Manager Nathan Hughes believes have gone largely unnoticed by the market. Here he discusses the sectors and stocks he likes.
Responsible investing is one of the fastest growing trends in asset management. We look at what’s moved the dial and how an active approach can deliver on the big promise of Responsible Investing: a better world and better returns.
Investors building a low-risk income generating portfolio are facing a challenging market with low interest rates on government bonds and term deposits. Here, Perpetual’s Credit & Fixed Income Head, Michael Korber, looks at how corporate credit can work as an alternative.
Like any human activity, the better you are at philanthropy, the more enjoyable it becomes. Here’s a look at two approaches you can use to make your philanthropy both more effective and more rewarding.
Business owners’ work and personal lives are inextricably intertwined, as are their finances. But both their business and personal finances perform best when there is a certain level of separation. We help business owners and managers navigate this wealth journey.
With the inflation debate well and truly established as an investment theme, we spoke to Australian supply chain insiders to get a snapshot of exactly what is going on in their businesses. Perpetual SHARE-PLUS Long-Short Fund Portfolio Manager Anthony Aboud takes us through the findings.
ASF Perpetual report into the growth of sustainability in the securitisation and the challenges participants face in meeting investor demand.
Whatever activity you’re engaged in, the right tools will make you more effective. The new Perpetual/Stanford Philanthropy Toolkit provides all the tools you need to give more enjoyably – and with more impact.
Perpetual’s Portfolio Manager Thomas Rice looks at sectors he likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.
The rotation to an economic recovery favouring value stocks continues but risks loom on the horizon. Perpetual’s Head of Equities, Paul Skamvougeras, looks at the lessons learnt from reporting season and the trends he expects to see as NSW and Victoria reopen.