Earning the trust of families, businesses and communities for more than 130 years
Specialised financial advice that protects and grows your wealth
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, and credit and fixed income 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
Corporate trustee services for the funds management and debt capital markets
The leading provider of Responsible Entity (RE) services in Australia and acts for over 90 Australian and international investment managers.
As your wholesale trustee, we’ll be responsible for the compliance and governance of your unregistered wholesale trust.
Perpetual Corporate Trust can hold, safeguard and administer assets including cash, property, mortgages, private equity, infrastructure and debt protecting interests of investors.
End to end solutions for banks, credit unions, major institutions and non-banks issuing debt
A trusted intermediary for clients seeking a range of agency and escrow services
Supporting a comparable and transparent securitisation market
A service delivering automation and efficiency through scalable risk management.
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 this short video interview, Thomas Rice, Portfolio Manager of the Perpetual Global Innovation Share Fund shares how he generates and filters investment ideas and his current favourite stock, gives insights into how he adapted to COVID over the last year and where he is seeing investment opportunities at the moment.
Perpetual Investments on ESG Investing trends and outlook for 2021. Read more.
Investors in equity LICs and LITs who stayed the course over 2020 have generally done well while those who added to their holdings as discounts expanded sharply have done considerably better. Far from being yesterday’s news, these investment vehicles have shown they can be good contributors to a robust investment portfolio. Read more.
Following Perpetual Corporate Trust’s appointment as the Responsible Entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019 with initial commitments greater than $150 million.
For older Australians, getting expert help to manage their money and lifestyle is an investment in their quality of life. Here’s three true-life stories about the value of a Power of Attorney, trust, long relationships and Perpetual’s Lifestyle Assist service.
Perpetual announced its financial results for the first half of 2021. Commenting on the half year performance, Perpetual CEO and Managing Director, Mr Rob Adams, said, “We continue to make strong progress in executing our strategy."
There are three layers of government in Australia and smart NFPs engage with them all. In this video, Neil Pharaoh discusses a new Government Relations White Paper he has produced with Perpetual and explores why NFPs need to engage with government, how to do it well and the crucial role NFP boards should play.
By the year 2040, there will be AU$2.3 trillion of wealth transferred in Australia through inheritances*. For the most part, it will be received by the baby boomer generation – people born between 1946 and 1964. For some it will be life-changing; for others, a pleasant supplement to an existing lifestyle.
What you need to know about overcoming the challenges of transferring wealth. It’s hard enough going through the grieving process when you lose a partner or spouse, but when you also have the sudden responsibility of inheriting significant wealth it can be completely overwhelming.
2020 was a dire year for many. From an economic perspective it was particularly bad for investors relying on income. Perpetual Private looks at what happened in the final quarter of 2020 and what it means for income-dependent investors in 2021.
After a gruelling year, the final quarter of 2020 brought welcome news on multiple fronts, providing hope for a better 2021. Perpetual Private’s quarterly outlook examines the detailed performance of the December 2020 quarter and looks at what could derail the economic recovery.
Anthony Aboud, Portfolio Manager at Perpetual Investments, shares his insights into why the resources sector could be a clear beneficiary in 2021 and beyond. Read more.