Investments

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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

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The Zenith Fund Awards were issued 11 October 2019 by Zenith Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using proprietary methodologies. The Fund Awards are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. To the extent that the Fund Awards constitutes advice, it is General Advice for Wholesale clients only without taking into consideration the objectives, financial situation or needs of any specific person. Investors should seek their own independent financial advice before making any investment decision and should consider the appropriateness of any advice. Investors should obtain a copy of and consider any relevant PDS or offer document before making any investment decisions. Past performance is not an indication of future performance. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only.