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Perpetual Asset Management recognised in industry awards

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As a testament to Perpetual Asset Management's unwavering commitment to delivering excellence, the investment team is often recognised by the Australian investment industry's most respected research houses and publishers.

Here, you'll find updates on our latest nominations, awards and benchmarks, which highlight the dedication of Perpetual's asset management team.  

2025 Financial Standard Investment Leadership Awards (ILA)

This year, the team was nominated across five categories at the ILA and won in two:

The awards span 22 categories across seven major asset classes, identifying and awarding the organisations that have proven to be best in class and which consistently add value to investors.

2025 Money Management Fund Manager of the Year Awards

The team was nominated across various categories at the prestigious Fund Manager of the Year Awards, winning in one:

Money Management draws from the practical, actionable insights of Lonsec Research & Ratings to help recognise the industry’s top fund managers – from the rising stars and leaders of tomorrow to the most senior professionals, boutique funds and heavyweights.


2025 Morningstar Australia Awards

This year, the team was nominated in three categories:

Now in its 25th year, the awards recognise and celebrate the best of the Australian fund management profession and are selected by Morningstar’s Manager Research analysts.


2024 Money Management/Lonsec Fund Manager of the Year Awards

Perpetual Asset Management was a finalist in five categories, including Fund Manager of the Year:

The awards program covers the industry’s top performers, including senior professionals, top fund managers, boutique funds, new entrants, as well as the rising stars and leaders of tomorrow.


2024 Zenith Fund Awards

Perpetual was recognised in three categories, winning one:

  • Multi-Asset – Real Return (winner)
  • Sustainable and Responsible Investments – Growth
  • Fund Manager of the Year 

Held annually, the Zenith Fund Awards aims to recognise the best in funds management across 24 categories and help raise the standard of funds management for the benefit of investors.


2024 Australian Alternative Investment Awards

The team was recognised in two categories, winning one:

The annual awards, held in conjunction with the Hedge Funds Rock charity night, presents an opportunity for alternative managers to celebrate their wins and give back to the community through the Alternative Future Foundation’s (AFF) charity partners. Finalists and winners are decided based on a combination of quantitative and qualitative factors agreed by a panel of judges.

2023 Zenith Fund Awards

Perpetual was nominated for and won in several categories at the Zenith Fund Awards, including:

  • Fund Manager of the Year (winner)
  • Australian equities – alternative strategies (winner)
  • Multi asset – real return (winner)
  • Alternative strategies 
  • Global and diversified fixed interest

The Zenith awards take into account factors such as organisational and investment team strength, investment philosophy, portfolio construction, risk management and fees.

“There’s no short-termism determining any award – the winning fund managers have to demonstrate they have what it takes to deliver for investors over the long term,” Zenith says.


2022 Lonsec Fund of the Year Awards

The team was nominated for and won in two categories, including the top gong:

  • Lonsec Fund Manager of the Year (winner)
  • Lonsec Multi-Asset Fund of the Year (winner)

Having run for more than two decades, the Lonsec Fund of the Year Awards recognise the best-performing managed funds and superannuation products.

 

This information 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 does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. 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 funds, 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 www.perpetual.com.au. 

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. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426 as the responsible entity of the Perpetual ESG Australian Share Fund (Managed Fund) (ASX: GIVE) (referred to below as “active ETF”). 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.

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The product disclosure statement (PDS) for the Active ETF should be considered before deciding whether to acquire or hold units. The applicable PDSs and Target Market Determinations can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. 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.

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For important information regarding Lonsec awards and ratings visit: https://www.lonsec.com.au/logo-disclosure/ 

© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under license from ASX Operations Pty Ltd ACN 004 523 782.

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 and 18 October 2024 are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2024/