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
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
Shorting is tough at the best of times and extremely challenging in the current environment. However, we see great shorting opportunities in some industries, which have benefitted dramatically from the COVID-19 lockdowns. In this environment, the skills needed to read and objectively assess short reports will be vital.
A negative short report on a company you own may test your resolve, but it should not impact your investment. If anything, you should be pleased that someone has, free of charge, alerted you to something which challenges your investment thesis on a stock. In this case study, we look at the example of Bingo Industries (ASX:BIN).
Shorting in today’s market is challenging. Whether it be co-ordinated short squeezes from Reddit traders, tweets from Elon Musk or an unsympathetic media, short sellers aren’t having a great time. But who will ultimately be the real winners and losers?
In an interview with the Australian Financial Review, Vince Pezzullo, Deputy Head of Equities, praised businesses like Qantas, Flight Centre and Boral for their willingness to reinvent themselves in response to the global pandemic.
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.
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.
Value managers have started to deliver market-beating returns after several challenging years. But are we really seeing a long-term return to investment fundamentals at the expense of growth stocks? Read more.
As part of Livewire's exclusive series looking at The One Thing Investors Can't Ignore in 2021, Anthony Aboud believes that keeping an open mind about stock selection will be crucial next year.
It was a year like no other. Extreme volatility and uncertainty gave way to bear and bull markets, but perhaps more importantly, it presented opportunities to invest in the market.
Perpetuals’ Michael O’Dea, Head of Multi Asset and Matt Sherwood, Head of Investment Strategy, Multi Asset shed light on the most recent developments in financial markets, the global economy following the daily evolving Coronavirus situation. Read their insights here.