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.

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