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
We exist to guide and serve successful families in all aspects of their lives.
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, 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
Laminar Capital is a treasury and debt markets specialist providing capital markets, investment management, advisory and digital solutions to banking, middle market and financial services industry. Note, external website.
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
Why active ETFs benefit you when the market is down Perpetual Senior Product Manager, Karen Trau sits down with Maddy Guest and Sophie Dicker from the You’re in Good Company Podcast to discuss active ETFs.
When reflecting on performance it is important that fund managers are up front about what was poor or inspired decision making and what was good or bad luck. For Perpetual Ethical SRI Fund portfolio manager Nathan Hughes such dispassionate analysis is part of a continuous improvement process as he reflects on the highs and lows of FY22.
In this article, we look at long and short funds in more detail, specifically how fund managers go about shorting what they perceive to be overvalued stocks.
Financial year 2022 was dominated by several macroeconomic factors, which made for a challenging market landscape; albeit one with many opportunities for our investment teams. In this article, our asset class heads share their insights on the year that was.
Companies with proven track records of delivering high returns on equity are sought after. But these aren't 'normal' times, and there's a chance that these top-tier stocks are getting caught up in the maelstrom gripping markets. Watch this Buy Hold Sell Livewire episode with Perpetual’s Anthony Aboud as he shares his views.
Bodies of Light invites readers to witness the all-too-often concealed, destructive forces of institutionalised care. With extraordinary skill and compassion, Down has written an important book which speaks to an urgent issue in contemporary Australian life.
James Holt recently sat down with Bell Direct to discuss the key considerations for investors in an inflationary market environment.
It turns out that inflation wasn’t transitory. In this Quarterly Market Update Perpetual Private looks at what that means for monetary policy – and your investment strategy.
Central banks have made it clear than inflation is now policy enemy number one. In this quarterly market Update Perpetual Private explains why that’s good news for income investors
Right now inflation is the enemy for central bankers everywhere. That has big implications for investment markets – and for NFPs.
Dallas-based Barrow Hanley, a part of Perpetual Asset Management International, is a global specialist focused exclusively on value investing. But what is behind the Barrow Hanley investment process and how does it differ from other global value fund managers?
In this article, Perpetual’s Deputy Head of Equities, Vince Pezzullo, discusses why the team considers oil and gas producer Santos as a compelling investment opportunity..