Investments

Perpetual Investments is one of Australia’s most highly regarded and awarded investment managers, with an enduring passion for protecting and growing our clients’ wealth. We offer a broad range of products for personal investment, superannuation and retirement to individuals, financial advisers and institutions across Australian and global shares, multi asset investments, credit and fixed income and Trillium ESG investment offerings strategies.

FOCUSING ON TRUE VALUE
Our disciplined investment process has been tested and proven for more than 50 years. We actively manage the investments of our clients based on fundamental research and analysis. Our aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return. Our investment decisions are driven by rigorous company research. 

To augment this process, we constantly invest in the quality and depth of our team. Today we have a large, dedicated and highly regarded team, with extensive investment management experience.

COMMITTED TO RESPONSIBLE INVESTING
In 2009, we became a signatory to the United Nations-supported Principles for Responsible Investing. This commits us to incorporate environmental, social and governance factors into our core investment processes.

LISTED INVESTMENT VEHICLES
For those investors who prefer to invest in listed vehicles, we offer access to our investment expertise in equity, credit and fixed income strategies in listed vehicles available on the ASX.


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HAVE ANY QUESTIONS? Call us on 1800 022 033

We are here to help you with any enquiries regarding Perpetual Investment products and services, including WealthFocus and your investments

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not indicative of future performance. To view the Perpetual Group's Financial Services Guide, please click here.

The information is believed to be accurate at the time of complication and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time and do not constitute a recommendation to act.

This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.