Earning the trust of families, businesses and communities for more than 130 years
Specialised financial advice that protects and grows your wealth
Your guide to receiving an inheritance
We exist to guide and serve successful families in all aspects of their lives.
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, 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
In a series of video interviews, Barrow Hanley CEO Cory Martin sits down with Australia’s Inside Network and offers a range of insights into value investing in a changing market.
The Perpetual Ethical SRI Fund, one of Australia’s first ESG funds, celebrated its 20th birthday last month. To celebrate, we take a look back at some of the Fund’s highlights, the process and performance.
Vince Pezzullo, Perpetual's Deputy Head of Equities, joins Alec and Bryce from Equity Mates on the Equity Mates Investing podcast.
We recently sat down with ifa.com to unpack how 2022 and beyond shapes up for some of the most discussed and desirable asset classes in wealth. This includes the trends advisers see in the sought-after Active ETF market and how advisers and clients can gain accessible and affordable allocation to not just ESG related initiatives, but also some of the most budding innovation themes we see right now.
As an active value manager, we like investing in companies where we believe there are hidden assets not being properly valued by the market. Sometimes it takes a demerger for parts of a business to really show their worth. Portfolio managers Anthony Aboud and Sean Roger share their insights.
For some investors, the development arcs, decision-making and corporate culture of large companies remains relatively set and businesses can be easily pigeonholed. But for portfolio managers Anthony Aboud and Sean Roger, the lifecycles of companies can create significant opportunities …especially if the right demerger occurs at the right time.
Recent steller performances by nickel, lithium, uranium and iron ore drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his eye.
Perpetual’s Australian equities team spent much of February and early March analysing those listed companies that reported on their performance over the quarter or half year to 31 December 2021. Results were generally strong, with better-than-expected revenues somewhat offset by lower margins and much higher than expected working capital. Here are a few sector and stock trends we see.
We are excited and humbled to win the Multisector Fund of the year at the 2022 Morningstar Fund Manager of the year awards.
Some Perpetual funds use both shorting strategies and long positions in their attempts to generate a return for investors. But with equity markets performing well in 2021, is there still a place for shorting companies and sectors the investment team feels are overvalued?
Persistent high inflation has several implications for credit markets, which we believe need to be managed via both fixed and floating rate strategies. There are also options for investors looking to mitigate the impact of inflation on the defensive part of their portfolios.
The market for responsible investments in Australia has soared in recent years and grew exponentially throughout 2021. However, Perpetual Ethical SRI Fund portfolio manager Nathan Hughes says a range of factors must be considered when assessing a company’s ESG status holistically.