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, 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
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
Perpetual Corporate Trust is a leading provider of corporate trust services in Australia. Richard McCarthy, group executive at Perpetual, looks back at the developments that have led Perpetual to stand the test of time and shares the company’s view on the future of the market.
Hear from Richard McCarthy, Group Executive at Perpetual Corporate Trust and Perpetual Digital, as he shares how we are going to achieve this and why Perpetual is the partner you need to bring your business’ digital transformation strategy to life.
As at April 2021, 81% of closed ended exchange products were trading at a discount to NTA on the ASX. This article looks at different approaches that managers take to resolve prolonged discounts to NTA within their exchange traded products.
What brings together a two-year old fintech and a century old Mutual? A commitment to growth, a willingness to innovate with digital solutions – and a trusted partner. This case study looks at how Perpetual Business Intelligence platform enables clients’ success through secure data exchange, data warehouse, analytics and visualisation software helped improve the due diligence process and provided transaction efficiencies.
Big-data driven insights and analytics, automation, the move to cloud, transparency and trust, and a shift to product from project mindset are the key megatrends that are applicable to Australian securitisation industry. How the industry is responding to these trends.
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 a view of the US election result and the effect on the stock markets and the economies of the US and Australia we talk with Kyle Lidbury, Head of Investments Research, Perpetual Private, Amanda MacDonald, Investment Specialist, Perpetual Private and James Holt, Senior Investment Specialist, Perpetual Investments.
When a lender’s business experiences difficulties, things can escalate quickly. When the time came, we prepared to step in as warm standby servicer. We supported all parties (lender, financier and administrator) to reach the best resolution and minimise the financial risk.
With the new EU Securitisation Regulation 2017/2402 expected to be passed into the law by European Parliament in Q4 this year, European investors are expecting Australian issuers to align with some of the EU Securitisation Regulations. How Perpetual is helping Australian issuers.
Ophir Asset Management (Ophir) has announced the listing of the Ophir High Conviction Fund (ASX:OPH) (the Fund) on the Australian Stock Exchange. Perpetual Corporate Trust is the independent provider of Responsible Entity (RE) services to the Fund.
“It’s only when the tide flow out, that you see who’s been swimming naked,” Now that volatility and geopolitical risk have resurfaced, it’s time to remember the value of a large, expert, impartial trustee – one who can respect the interest of stakeholders while putting the needs of investors first.