Case study: Laying the Foundations


Perpetual Corporate Trust

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The Australian capital market has seen dramatic change over the past decade and innovative debt investors like Intermediate Capital Group (ICG) have been at the forefront of providing alternative funding options to local companies.

In this video, Greg Fendler, Managing Director of ICG, shares the firm’s journey on bringing a well-established alternative asset management strategy to Australian investors.

He discusses dynamic changes where new regulation constrained the lending by the big four banks. This was an opportunity for ICG as they recognised the Australian economy was attractive to debt investors because it’s stable and growing – and it’s built on the rule of law.

Fendler explains that while fees are important when deciding on a corporate trust partner, it is reputation and professionalism that are key, and Perpetual delivered on both. 

Perpetual Corporate Trust has been working with ICG since 2013 –they run a total AUM of €28.7billion (as at 31 March 2018) and the head office is based in London. In addition to the unregistered ICG Australia Senior Loan Fund, Perpetual recently closed the first registered vehicle offering, the ICG Australia Fund, which launched in 2017.

Looking for help?

If you’re looking for help to launch or manage an unregistered investment scheme or holding structure, Perpetual’s experts can help you do it quickly, efficiently and effectively.

This analysis has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426.It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

The information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act. 

The product disclosure statement (PDS) for the relevant fund issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.