Perpetual clients value professional, specialised advice on managing, protecting and growing their wealth. With relationships that often span generations, Perpetual advisers are here to help you
Protect and grow your wealth with strategic advice from Perpetual Private
Medical Specialists can enjoy expert financial planning advice from Perpetual's dedicated medical financial advisers
Specialist accounting, business and financial advice for private business owners
Estate and trustee services to protect your wealth, your family and future generations
Have your own personal concierge to help with everyday affairs so you can spend more time doing the things you love
Our team can help you if you've suffered serious injury, offering expert advice, investment management and arranging care services
Family life can be complicated. Complex relationships, combined with family wealth and business interests, can be difficult to navigate. That’s where we can help
Perpetual Philanthropic services helps with everything from community funding grants, capability-building, governance and investment management
Not-for-Profit (NFP) organisations enrich every aspect of our community. From education and social services, from sport to the arts and medical research, they make Australia a better place
Working with Aboriginal communities to ensure their Native Title Trusts benefit the community now and into the future
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
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
Over the course of 2020, the Australian Securitisation Forum (ASF) and Perpetual have collaborated on this comprehensive study of securitisation industry participants’ views of the emerging industry landscape in the new decade.
Perpetual Corporate Trust’s Investment Management property team latest paper examines the highly topical issues of sustainability and automation in the Australian industrial property market.
The 2019 Australian Infrastructure Investment Report highlights how a low interest rate environment has intensified the hunt for yield with investors now adapting their risk appetite to seek new opportunities. Read more on why the Australian infrastructure market, remains highly competitive and why 90% participant investors remain ‘highly likely’ to invest in Australia.
Australia has a strong economy with 28 years of uninterrupted growth - and counting. It’s also a stable democracy with mature regulatory systems and a welcoming attitude towards foreign investment. When you combine this with a property market that has relatively high yields compared to other Asia-Pacific destinations as well as generous tax breaks for professional investors you can see why demand is strong for investment in Australian commercial real estate.
The Institute of Managed Accounts Professionals (IMAP) estimates that about $60 billion is invested via managed accounts but acknowledges this may understate the true figure. Even so, IMAP estimates that growth will run at about 40 per cent a year for at least the next two years, suggesting the managed account industry will grow to more than $115 billion by 2020 . In this article we look at to understanding what’s behind this growth and why it’s becoming a more popular option with retail investors.
Over recent years the Australian Securitisation Forum (ASF) and Perpetual Corporate Trust (PCT) have collaborated on a series of joint research reports into the dynamics of the local securitisation market. This year the focus is on the perspectives and needs of Australian and New Zealand issuers.
For property investors, the rise of responsible investing and the use of ESG factors in investment decisions begs the big question – do green buildings pay?
The 2018 Australian Investment Infrastructure Report amplifies the major themes that surfaced in the 2017 version. A strong economy, sophisticated market and impressive track record make Australia an attractive infrastructure investment destination.
The Australian Securitisation Forum (ASF) and Perpetual ran a joint research report that dives into the needs and wants of the Australian based investors.
In the 2017 version of this report, Perpetual and Infrastructure Partnerships Australia (IPA) note that Australian infrastructure assets are still in demand – but that government policy plays an increasingly important part in investor decisions.
In the report, Perpetual and the Financial Services Council find that the Asia Pacific is the leading contributor of funds flowing into Australian Managed Investment Trusts. There is significant scope for Australia to capitalise on further opportunities in the region.
A recent study conducted by Perpetual has found Australian RMBS is in demand among global investors, but Australia is not capitalising on the extent of opportunity.