Educational Brochures and Flyers

Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries under represented in Australia. Find out more.

The first question many people ask about investing in industrial shares is: why limit yourself to industrial shares in a country like Australia, one of the world’s great resource producers? Find out more.

Real return funds are designed to provide investors with a higher certainty of achieving a real return objective with a lower level of risk and lower sensitivity to extreme market events. Find out more.

Strong investor interest is driving growth in responsible investing strategies. The question for advisers and their clients is: When it comes to investing in responsible investment strategies, must financial returns be sacrificed for that ‘feel-good’ factor?

Investors are currently faced with challenging environments. Find out about absolute return long-short equity funds.

Taking a longer-term view to investing means investors are able to more easily ride out any ups and downs in the market and achieve more consistent returns. This new brochure visualises the value of $10,000 invested in Cash, Fixed Income, Global Equities and Australian Equities over 25 years.
The value of long-term investing - poster including the Perpetual Industrial Share Fund
The value of long-term investing - poster

Alternative investments can provide greater diversification and more consistent returns when added to a portfolio of traditional assets.

The key to successful share investment is diversification and taking a long-term view.

Australian sharemarket chart

International sharemarket chart

Making sense of the Fixed Income landscape

Educational Expenses

Managed Funds vs Direct Investments

SMSF Borrowing