Investing with Perpetual

Perpetual has been managing wealth for Australians since 1886. We invest using a tried and tested investment approach that seeks high quality assets at the right price – and looks to hold them for the long-term.

Perpetual believes quality investment management can help you secure your future. We have a range of products and strategies to choose from depending on your goals, and your stage in life.

All our products are explained in detail via their individual Product Disclosure Statements (PDS). We recommend you seek financial advice before making any financial decisions.

 

Are you investing...

$25,000 or above?

You can choose from the following options


PERPETUAL WHOLESALE FUNDS

Perpetual Wholesale Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest. You can also invest through investor directed portfolio services.


Making an investment

Review the Product Disclosure Statement (PDS), Continuous disclosure and updates and related documents to ensure you understand how the fund works and the risks involved. 

Find out more about Perpetual Wholesale Funds

Online Application Form


Paper Application Form


Perpetual WealthFocus Investment Advantage

With Perpetual’s WealthFocus platform, you can create and manage an investment portfolio from a broad menu of quality investment options. Whether you are investing within super, in retirement, or to achieve a specific wealth objective, Perpetual’s WealthFocus platform has the flexibility to meet your investment needs.

  • WealthFocus is a user-friendly investment platform that puts you in control of your investments through a wide range of investment choices.
  • Minimum investment starts at $2,000 (conditions apply).
  • It’s easy to sign up for regular investing to grow your nest egg.

Making an investment

Review the Product Disclosure Statement (PDS), Important information and continuous disclosure and related documents to ensure you understand how the fund works and the risks involved. 

Find out more about Perpetual WealthFocus


Online Application Form



Under $25,000?

Perpetual WealthFocus Investment Advantage

With Perpetual’s WealthFocus platform, you can create and manage an investment portfolio from a broad menu of quality investment options. Whether you are investing within super, in retirement, or to achieve a specific wealth objective, Perpetual’s WealthFocus platform has the flexibility to meet your investment needs.

  • WealthFocus is a user-friendly investment platform that puts you in control of your investments through a wide range of investment choices.
  • Minimum investment starts at $2,000 (conditions apply).
  • It’s easy to sign up for regular investing to grow your nest egg.

Making an investment

Review the Product Disclosure Statement (PDS), Important information and continuous disclosure and related documents to ensure you understand how the fund works and the risks involved. 

Find out more about Perpetual WealthFocus


Online Application Form



as an existing client?

If your are an existing investor wanting to add more funds, you can contribute to your investment online through our secure site, via BPAY, Direct Debit, cheque or online application.

Making an initial investment or opening a new account

Online Application - Perpetual Wholesale Funds

The minimum initial investment per fund is $25,000 by cheque or direct debit



Online Application - Perpetual WealthFocus Investment Advantage

The minimum initial investment in the Fund is $2,00 ($1,000 with savings plan).




Additional investment or regular savings plan via Direct Debit or BPay