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Asset Management

Asset Management

Our global multi-boutique asset management business is a dynamic, active manager, offering an extensive range of specialist investment capabilities designed to meet the evolving needs of our clients across the globe.

One of Australia’s most trusted investment managers through our brands Perpetual and Pendal, we have a growing presence in the US, UK and Europe through our brands Barrow Hanley, J O Hambro, Regnan, Trillium and TSW.

Perpetual is a truly global asset manager with a growing international footprint and approximately A$200 billion in assets under management (AUM) across a broad range of investment strategies, managed by world-class teams of investment professionals.

Within Australia, the combined group has a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG and, as one of Australia’s longest serving and most trusted investment managers, our longstanding commitment is to deliver superior outcomes for our clients over the long-term.

~AUM $200 billion

Sustainable and impact-driven

Market-leading global equities

~AUM $200 billion

~$200 billion assets under management

Sustainable and impact-driven

Access to leading sustainable and impact-driven investment strategies via Trillium and Regnan

Market-leading global equities

Access to market-leading global equities through BH, JO Hambro and TSW

 

Contemporary, multi-asset capabilities

Underpinned by our long-standing and market leading Australian equities capability, Perpetual Asset Management Australia also offer an extensive, contemporary range of funds. Click below to find out more about our range of funds.

 

Have any questions? Call us on 1800 022 033

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

For Advisers

Adviser service centre

General enquiries from Advisers about products and services.

Mail: GPO Box 4171, Sydney, NSW 2001

1800 062 725

investments@perpetual.com.au

^Perpetual Assets under management as at 21 April 2022.

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, who can provide you with the relevant Financial Services Guide, 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.

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.

The Zenith Fund Awards were issued on 14 October 2022 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, including target markets where applicable. 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.