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

Download the PDS

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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© 2015 Perpetual Limited ABN 86 000 431 827

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.

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.