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
Perpetual has successfully completed its acquisition of a 75% interest in US-based investment management business, Barrow, Hanley, Mewhinney & Strauss, LLC (Barrow Hanley) from BrightSphere Investment Group Inc.
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
Introducing myPerpetual to advisers. There is a new way for advisers to manage the accounts online for their clients. Six great new features.
Perpetual Investments’ investment team heads share their insights on how markets have performed over the last 12 months and where they are seeing challenges and opportunities for investors.
In this short video interview with Livewire, Vince Pezzullo explains how he is thinking differently in order to gain exposure to technology and IT. He also explains why he has reduced his exposure to consumer staples and the banks in recent months.
Uncertainty creates opportunity for investors, but the best decisions rarely feel comfortable. In this candid interview Vince Pezzullo, Deputy Head of Equities at Perpetual Investments, sits down with Livewire’s James Marlay to share his unique insights into some of the opportunities and lessons learned from investing through COVID-19. As a value investor, it was critical to go back to first principles, react quickly and take advantage of opportunities.
Stock market levels remain quite away off recent highs despite a market rebound which has been extraordinary. Interestingly, during this period of heightened market volatility, the divergence between expensive and cheap stocks has continued to grow. Head of Equities, Paul Skamvougeras discusses where he sees opportunities.
Despite the market see-saw, Perpetual’s Nathan Hughes can see good investment opportunities and deep dives into three stocks he believes are well positioned for the eventual recovery.
As a fundamental investor, we look for good quality businesses which are out of favour in the short term. This can be for a myriad of reasons, one of which can be a cyclical downturn in the demand for the company’s product or service. Anthony Aboud shares where he sees current opportunities.
Agriculture as a sector is largely uncorrelated to, and unaffected by, COVID-19. There have been other pressures, notably the severe drought on Australia’s east coast. As many companies started to feel the impact of the drought, share prices fell to levels well below our assessment of fair value.
Perpetual’s Anthony Aboud and Nathan Hughes share their insights on the continuously evolving COVID-19 situation and how they are investing in this environment.
Volatile market moves in the months ahead are on the radar. With so much up in the air, we think this is a time for careful analysis and steady allocation of money into pockets of opportunities. Read our deep dive.
In this environment, Perpetual’s principles of looking for companies with a strong balance sheet, good management team and market leadership are critical.
Perpetual’s Michael O’Dea and Matt Sherwood share their insights on the most recent developments of the continuously evolving COVID-19 situation, implications on financial markets, the global economy and policy responses and how they deal with it from a portfolio construction perspective.