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
Holding, safeguarding and administering assets including cash, property, shares, 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
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
For the first time in decades, rising inflation looms as a threat to retiree lifestyles. Perpetual Private’s Malissa Tobias says there are four strategies you can use to beat off the inflation bogey.
What does the prospect of higher inflation mean for growth and value stocks? We look at what pre-retirees should consider as they prepare their portfolios for retirement.
In our June 2021 quarterly market update, Perpetual Private cover a record-breaking quarter for equities and what the prospect is for income in the year ahead.
In our June 2021 quarterly investment update, Perpetual Private look at why NFPs can be cautiously optimistic with dividends set to increase as the equity market rally continues.
In our June 2021 quarterly investment update, Perpetual Private cover a record-breaking quarter for equities and why they’re set to outperform other asset classes in the new financial year.
Increased super contribution limits are coming from 1 July 2021. We look at the strategies you can use to boost your super – this financial year and next.
When acting as executor is one burden too many. Grief, complex relationships and underage beneficiaries – here’s how we helped a husband as executor of his wife’s estate
APRA is forcing change on the income protection insurance industry in an effort to make it more sustainable. Some changes have already happened and others will start from October 1, 2021. Here’s the main changes and their likely effect.
Perpetual Private look at the growth of Responsible Investing and what is driving demand for sustainable investments.
Australia’s recovery from the pandemic gathers pace as the 2021 Federal Budget splashes the cash for aged care, Medicare, childcare, small businesses and much more. Find out what the key measures mean for you and your family.
Life insurance is a key part of managing risk for wealthy Australians approaching retirement. We explain the different types of life insurance, what to consider when structuring your insurance and how to get the most for the premiums you pay.
In Perpetual Private’s quarterly investment report for January to March 2021 we look at the returns for Australian and global markets, and the issues likely to affect the performance of a broadly diversified portfolio in 2021.