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.
Investors in the Perpetual Wholesale funds can benefit from the following features:
Diverse range of investment options
Choose from a range of single asset class funds and multi asset class funds to create an investment portfolio that best suits your objectives.
Cost effective
Due to the higher initial investment amount, you can benefit from lower management fees compared to other retail managed funds with lower initial investment amounts. Also, Perpetual Wholesale Funds do not have contribution or exit fees.
Savings plan
With a savings plan, you can make regular investments through automatic direct debit. This is a simple and convenient way to benefit from the discipline of regular saving.
Consolidated reporting
We provide you with consolidated annual reporting across your wholesale fund investments, to help make your aggregated position clearer.
Additional Information
If you require a Target Market Determination (TMD) for a specific fund, you can search via our price and performance page
> Important information & continuous disclosure
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Latest Pricing & Performance
Our best investment capabilities and strategies can be accessed through Perpetual Wholesale Funds. The full range of Perpetual Wholesale Funds can be viewed on our Pricing and Performance section.
Australian Shares
Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.
Multi-Asset
The Perpetual Diversified Real Return Fund offers a compelling combination of diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation*.
* Over rolling 5 year periods, before tax and fees.