There are no shortcuts

At Perpetual Investments we don’t take shortcuts with your clients’ money. Or your reputation.

 

Talk to Perpetual

There are no shortcuts on the road to successful investing

PROVEN OVER 50 YEARS

From decimal currency to the digital economy Perpetual’s long-term, active, value-driven approach to investing has enriched clients since 1966.

WE DO THE WORK

Active investing demands constant research, not bets and hunches. With 40 investment professionals*, we’re big enough to dig deeper for your clients.

* As at 6 March 2019

TRUE TO LABEL – AND MORE

We’ve earned the trust of advisers because we’re true to label and we create funds – like the Diversified Real Return Fund – with the flexibility to go where value is found.

Find out how we can help you

Our BDM team is rated over 8.5 out of 10 in terms of “understanding adviser businesses”.^

^Perpetual Net Promoter Score Survey (research conducted by Woolcott Research).

Going the extra mile in key investment strategies

DEEP RESEARCH

Our equity teams dig deeper, for longer. From surveying doctors to hiring real estate consultants, our research starts with a spreadsheet and the balance sheet – but goes way further.

A STABLE CREDIT TEAM

Our Credit and Fixed Income team have been investing together for decades – experience that underpins a global search for income for your clients.

SIFT IN SEARCH OF THE WORLD’S BEST

Global share investing is all about winnowing out average companies. Our process narrows a universe of 1000s to a selection of hand-picked gems.

ALL OUT IN MULTI-ASSET

Our Multi-Asset team can help protect your clients’ capital by being all-out of even the biggest asset classes. And grow that capital by casting the net wide when opportunity surfaces.

Feature Fund

 

It's adaptive suspension for your clients’ capital

The Diversified Real Return Fund

  • Multi asset strategy designed to smooth your clients’ investment journey without sacrificing return.
  • Ability to navigate challenging terrain with the freedom to invest in and move between a wide range of asset classes.
  • Precision engineered to deliver CPI+5% p.a.* at low levels of volatility for your clients.

*Over rolling 5 year periods, before tax and fees


How active performs

In the long run, there are no shortcuts.

Perpetual Wholesale Smaller Companies Fund
Over the long-term, the Perpetual Wholesale Smaller Companies Fund has proven its ability to grow investors’ wealth* through buying small companies on a path to growth.
Perpetual Wholesale Concentrated Equities Fund
The Perpetual Wholesale Concentrated Equities Fund is a true high conviction fund – concentrating investors’ capital in our top stock picks in search of higher long-term returns.*

GROWTH OF $10,000 SINCE INCEPTION

GROWTH OF $10,000 SINCE INCEPTION

Benchmark prior to 1/4/2000 was the ASX Small Ordinaries Accumulation Index. From 1/4/2000 to current the benchmark is S&P/ASX Small Ordinaries Accumulation Index. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
The Ordinaries benchmark prior to 1/4/2000 was the ASX All Ordinaries Accumulation Index. From 1/4/2000 to current the benchmark is S&P/ASX 300 Accumulation Index. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
Perpetual Wholesale Smaller Companies Fund
Over the long-term, the Perpetual Wholesale Smaller Companies Fund has proven its ability to grow investors’ wealth* through buying small companies on a path to growth.
Benchmark prior to 1/4/2000 was the ASX Small Ordinaries Accumulation Index. From 1/4/2000 to current the benchmark is S&P/ASX Small Ordinaries Accumulation Index. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.
Perpetual Wholesale Concentrated Equities Fund
The Perpetual Wholesale Concentrated Equities Fund is a true high conviction fund – concentrating investors’ capital in our top stock picks in search of higher long-term returns.*
The Ordinaries benchmark prior to 1/4/2000 was the ASX All Ordinaries Accumulation Index. From 1/4/2000 to current the benchmark is S&P/ASX 300 Accumulation Index. No company in the Perpetual Group guarantees the performance of any fund or the return of any investor's capital. Total return shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual's ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation. Past performance is not indicative of future performance. Data as at end June 2019.

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This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. The information about the Perpetual Credit Income Trust has been prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML) and issued by Perpetual Trust Services Limited ABN 48 000 142 049, AFSL 236648 (PTSL), which is also the responsible entity and the proposed issuer of units in the Perpetual Credit Income Trust (the Trust). The information contained in this website 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, 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. The relevant PDS should be considered before deciding whether to acquire or hold units in any fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. * Past performance is not indicative of future performance.