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
We interview Neil Murchie, Chief Investment Officer of Athena Home Loans about how they use Perpetual Business Intelligence platform to inform their digital mortgage lending operations.
Aviva Investors is the funds management organisation of Aviva PLC, one of Europe’s largest insurers. Globally it has 1,500 employees in 20 offices and manages A$600 billion in investments (as at May 2019).
PineBridge is a private, global asset manager with over A$128 billion of assets under management (as of 31 March 2019). The company decided to bring its active fund management expertise to Australia in 2014 to capitalise on the market’s fast-growing asset pool and appetite for active funds management.
Qualitas an Australian real estate financier and investment manager, established in 2008, has been a long-standing client of Perpetual. We speak to Kathleen Yeung, Chief Financial Officer of Qualitas about choosing a service provider who not only understands what they do, but are also able to help them deliver on service outcomes for their clients.
Ophir Asset Management is a specialist small and mid-cap equities investment manager, who manage over 1bn in capital on behalf of their investors. Rob Saunders from Ophir Asset Management, discusses why, when seeking a responsible entity for their Ophir High Conviction Fund, it was important for them to choose a partner, not just a service provider.
We sat down with Evert-Jan Ouweneel from World Vision to get a macro-perspective on our world as it is today. He discussed where we’re headed and what it will take to steer our planet towards a more sustainable future.
Intermediate Capital Group (ICG) brought alternative asset management strategy to Australian investors. Managing Director of ICG, Greg Fendler talks about Australia as a well-established and growing economy and their success down under.
This year has seen a range of proposed changes to the MIT landscape. In this video Phillip Blackmore, Head of Wholesale Trustee at Perpetual Corporate Trust, speaks with Josh Cardwell, Head of Real-Estate Tax, PWC Australia, about what these changes mean to investors.
Vicki Riggio was recently appointed as General Manager, Managed Fund Services within Perpetual Corporate Trust. Responsible for Custody, Wholesale Trustee, Responsible Entity Services, Investment Management for Managed Investment Trusts and for Perpetual’s Singapore business, she bring more than two decades’ experience in corporate trust.
Perpetual’s Joe Williams talks about trends in the Australian commercial property sector and the breakdown of traditional risk/return classifications and the impact of excess liquidity.
Perpetual’s Head of Multi Asset, Michael O’Dea believes that with interest rates at historic lows and equity valuations stretched, investors are having to take more risk to achieve the same returns.
Perpetual’s Head of Investment Strategy, Matt Sherwood, takes a detailed look at the market outlook for 2017 – will it be another year of weak growth, why is the 10 year bond rate the ‘great unknown’ and how should investors respond?