Resources for Perpetual Private Clients
Financial Service Guide
Perpetual Private issues a Financial Service Guide (FSG) which contains important information in relation to financial advice and custody services offered by Perpetual Private Advisers.
Perpetual Private issues a Trustee Services Financial Service Guide (FSG) which contains important information in relation to the trust and estate management services offered by Perpetual Private.
Perpetual Private issues a Financial Services Guide (FSG) which contains important information in relation to the Lifestyle Assist service offered by Perpetual Private.
Investment Philosophy
Perpetual Private’s Investment Philosophy outlines our approach to portfolio construction and the guiding principles for how we invest to protect and grow our client’s wealth.
Responsible Investment Policy
Perpetual Private’s Responsible Investment Policy sets out our approach for considering environmental, social and governance factors in our investment decision making and ownership practices.
Understanding Risks
Perpetual Private’s Guide to Understanding Risks provides information on risks and how these could potentially be mitigated.
Product Disclosure Statements
To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.
Insurance Products
|
Provider |
|
Term Deposits
Managed Funds
|
Fund Name |
Constituents |
APIR |
|
|
Perpetual Cash |
PER0027AU |
|
Schroder Fixed Income |
PER0381AU |
|
|
Macquarie Income Opportunities |
PER0231AU |
|
|
Perpetual Diversified Income |
PER0286AU |
|
|
Vanguard Australian Property Securities Index |
PER0235AU |
|
|
CFS Equity Income |
PER0540AU |
|
|
Fidelity Australian Equities |
PER0423AU |
|
|
Perpetual Australian Share |
PER0022AU |
|
|
Perpetual Industrial Share |
PER0023AU |
|
|
Schroder Australian Equities |
PER0226AU |
|
|
Vanguard Australian Shares Index |
PER0537AU |
|
|
Perpetual Smaller Companies |
PER0025AU |
|
|
Aberdeen Actively Hedged International Equities |
PER0209AU |
|
|
Magellan Global |
PER0197AU |
|
|
MFS Global Equity |
PER0534AU |
|
|
Vanguard International Shares Index (Hedged) |
PER0234AU |
|
|
Walter Scott Global Equity (Hedged) |
PER0538AU |
|
|
Zurich Investments Global Thematic Share Fund |
PER0539AU |
|
|
BlackRock Global Small Cap |
PER0219AU |
|
|
BlackRock Scientific Diversified Stable |
PER0205AU |
|
|
Perpetual Conservative |
PER0018AU |
|
|
Perpetual Diversified Growth |
PER0123AU |
|
|
Perpetual Bal Growth |
PER0017AU |
|
|
BlackRock Scientific Diversified Growth |
PER0204AU |
|
|
|
Perpetual Cash |
PER0005AU |
|
Schroder Fixed Income |
PER0369AU |
|
|
Macquarie Income Opportunities |
PER0155AU |
|
|
Perpetual Diversified Income |
PER0285AU |
|
|
Vanguard Australian Property Securities Index |
PER0159AU |
|
|
CFS Equity Income |
PER0531AU |
|
|
Fidelity Australian Equities |
PER0416AU |
|
|
Perpetual Australian Share |
PER0014AU |
|
|
Perpetual Industrial Share |
PER0010AU |
|
|
Schroder Australian Equity |
PER0150AU |
|
|
Vanguard Australian Share Index |
PER0528AU |
|
|
Perpetual Smaller Companies |
PER0008AU |
|
|
Aberdeen Actively Hedged International Equities |
PER0091AU |
|
|
Magellan Global |
PER0079AU |
|
|
MFS Global Equity |
PER0525AU |
|
|
Vanguard International Share Index (Hedged) |
PER0158AU |
|
|
Walter Scott Global Equity (Hedged) |
PER0529AU |
|
|
Zurich Investments Global Thematic Share Fund |
PER0530AU |
|
|
BlackRock Global Small Cap |
PER0133AU |
|
|
BlackRock Scientific Diversified Stable |
PER0087AU |
|
|
Perpetual Conservative |
PER0016AU |
|
|
Perpetual Diversified Growth |
PER0129AU |
|
|
Perpetual Bal Growth |
PER0015AU |
|
|
BlackRock Scientific Diversified Growth |
PER0086AU |
|
|
|
||
|
|
ALL0004AU |
|
|
Tax Paid Term Deposits Portfolio |
ALL0028AU |
|
|
PIMCO EQT Wholesale Australian Bond Fund |
ALL0016AU |
|
|
PIMCO EQT Wholesale Global Bond Fund |
ALL0008AU |
|
|
Schroder Credit Securities Fund |
ALL0007AU |
|
|
Vanguard Australian Fixed Interest Index Fund |
ALL0025AU |
|
|
Perpetual Wholesale Monthly Income Fund |
ALL0013AU |
|
|
Vanguard Australian Property Securities Index |
ALL0026AU |
|
|
Perpetual Wholesale Industrial |
ALL0026AU |
|
|
Perpetual Wholesale Australian Share |
ALL0009AU |
|
|
Perpetual Geared Australian Share |
ALL0009AU |
|
|
Vanguard Australian Share Index |
ALL0019AU |
|
|
Perpetual Wholesale Ethical SRI |
ALL0023AU |
|
|
Magellan Global Fund |
ALL0005AU |
|
|
Perpetual Wholesale International Share |
ALL0012AU |
|
|
Vanguard International Shares Index |
ALL0020AU |
|
|
Perpetual Balanced Growth |
ALL0010AU |
|
|
|
|
|
|
|
||
|
Perpetual Select Fixed Income Fund |
PER0252AU |
|
|
Perpetual Select Real Estate Fund |
PER0254AU |
|
|
Perpetual Select Australian Share Fund |
PER0255AU |
|
|
Perpetual Select Australian Share Fund |
PER0397AU |
|
|
Perpetual Select Intl Shares Fund |
PER0256AU |
|
|
Perpetual Select Conservative Fund |
PER0247AU |
|
|
Perpetual Select Diversified Fund |
PER0248AU |
|
|
Perpetual Select Balanced Fund |
PER0249AU |
|
|
Perpetual Select Growth Fund |
PER0251AU |
|
|
Perpetual Select High Growth Fund |
PER0398AU |
|
|
Perpetual Wholesale Ethical SRI |
PER0683AU |
|
|
PSIF - Australian Share Fund - PPSW |
PER0684AU |
|
|
PSIF - Australian Share Fund - PPSW |
PER0685AU |
|
|
PSIF - International Share Fund - PPSW |
PER0686AU |
|
|
PSIF - Conservative Fund - PPSW |
PER0677AU |
|
|
PSIF - Balanced Fund - PPSW |
PER0679AU |
|
|
PSIF - Diversified Fund - PPSW |
PER0678AU |
|
|
PSIF - Growth Fund – PPSW |
PER0680AU |
|
|
PSIF - High Growth Fund – PPSW |
PER0681AU |
|
|
PSIF - Fixed Income Fund – PPSW |
PER0682AU |
|
|
Select Cash |
WDL0004AU |
|
|
Select Fixed Income Fund |
WDL0007AU |
|
|
Select Real Estate Fund |
WDL0010AU |
|
|
Select Australian Share Fund |
WDL0001AU |
|
|
Select Australian Share Fund |
PER0399AU |
|
|
Select Limited Share Fund |
WDL0051AU |
|
|
Select International Share Fund |
WDL0009AU |
|
|
Select Conservative Fund |
WDL0005AU |
|
|
Select Diversified Fund |
PER0636AU |
|
|
Select Balanced Fund |
WDL0002AU |
|
|
Select Growth Fund |
WDL0008AU |
|
|
Select High Growth Fund |
WDL0006AU |
|
|
Select High Growth Fund |
PER0400AU |
|
|
Select Cash |
WDL0014AU |
|
|
Select Fixed Income Fund |
WDL0017AU |
|
|
Select Real Estate Fund |
WDL0020AU |
|
|
Select Australian Share Fund |
WDL0011AU |
|
|
Select Limited Share Fund |
WDL0052AU |
|
|
Select International Share Fund |
WDL0019AU |
|
|
Select Conservative Fund |
WDL0015AU |
|
|
Select Diversified Fund |
PER0635AU |
|
|
Select Balanced Fund |
WDL0012AU |
|
|
Select Growth Fund |
WDL0018AU |
|
|
Select High Growth Fund |
WDL0016AU |
|
|
|
PER0392AU |
|
|
|
PER0558AU |
|
|
CFS Wholesale Australian Bond Fund |
FSF0027AU |
|
|
CFS Wholesale Equity Income Fund |
FSF0961AU |
|
|
CFS Wholesale Geared Share Fund |
FSF0043AU |
|
|
Implemented Australian Share Portfolio |
PER0708AU |
|
|
Implemented Fixed Income Portfolio |
PER0710AU |
|
|
Implemented Inter Share Portfolio |
PER0711AU |
|
|
Implemented Real Estate Portfolio |
PER0712AU |
|
|
Perpetual Growth Opportunities Fund |
PER0437AU |
|
|
Perpetual Income Opportunities Fund |
PER0436AU |
|
|
Perpetual Credit Income Fund |
PER0263AU |
|
|
Perpetual Exact Market Cash Fund |
PER0258AU |
|
|
Perpetual Pure Microcap Fund |
PER0704AU |
|
|
Perpetual Pure Value Share Fund |
PER0439AU |
|
|
Perpetual Wholesale Australian Share Fund |
PER0049AU |
|
|
Perpetual Wholesale Concentrated Equity Fund |
PER0102AU |
|
|
Perpetual Wholesale Diversified Income Fund |
PER0260AU |
|
|
Perpetual Wholesale Ethical SRI Fund |
PER0116AU |
|
|
Perpetual Wholesale Geared Australian Share Fund |
PER0071AU |
|
|
Perpetual Wholesale Industrial Share Fund |
PER0046AU |
|
|
Perpetual Wholesale SHARE-PLUS Long-Short Fund |
PER0072AU |
|
|
Perpetual Wholesale Smaller Companies Fund |
PER0048AU |
|
|
The Trust Company Australian Share Fund |
PTC0003AU |
|
|
The Trust Company Bond Fund |
PIM0101AU |
|
|
The Trust Company Diversified Prop Fund |
PIM0021AU |
|
|
The Trust Company Income Fund |
PTC0002AU |
|
|
The Trust Company Share Imputation Fund |
TCA0002AU |
|
| Vanguard Australian Prop Security Index Fund | VAN0004AU | |
| Vanguard Australian Share Index Fund | VAN0002AU | |
| Vanguard Index Property Securities Fund | VAN0012AU | |
| Vanguard International Share Index Fund | VAN0003AU | |
| Vanguard International Share Index Fund | VAN0105AU | |
|
|
ACM0001AU |
|
|
|
CSA0135AU |
|
|
|
CSA0131AU |
|
|
|
EQI0015AU |
|
|
|
ETL0060AU |
|
|
|
|
|
|
|
PPL0115AU |
|
|
|
WHT0057AU |
|
|
|
HOW0098AU |
|
|
|
MAQ0464AU |
|
|
|
OPS8304AU |
|
|
|
AAP0103AU |
|
|
|
PIM0026AU |
|
|
|
ETL0434AU |
|
|
|
BFL0002AU |
|
|
|
BFL0001AU |
|
|
|
BFL0004AU |
|
|
|
CSA0046AU |
|
|
|
CHN0005AU |
|
|
|
ARO0006AU |
|
|
|
FAM0101AU |
|
|
|
ETL5525AU |
|
|
|
CRM0018AU |
|
|
|
PIM4357AU |
|
|
|
MAQ0842AU |
|
|
|
EGG0001AU |
|
|
|
FID0008AU |
|
|
|
HOW0034AU |
|
|
|
HOW0035AU |
|
|
|
IOF0046AU |
|
|
|
IML0010AU |
|
|
|
IML0002AU |
|
|
|
IML0004AU |
|
|
|
PAT0002AU |
|
|
|
ETL0331AU |
|
|
|
HOW0052AU |
|
|
|
VEN0007AU |
|
|
|
SSB0014AU |
|
|
|
SSB8320AU |
|
|
|
HOW3590AU |
|
|
|
MAQ0277AU |
|
|
|
MAQ0432AU |
|
|
|
MAQ0211AU |
|
|
|
MGE0007AU |
|
|
|
MGE0001AU |
|
|
|
MGE0002AU |
|
|
|
|
|
|
|
ETL0172AU |
|
|
|
ETL0041AU |
|
|
|
MIA0001AU |
|
|
|
TYN0028AU |
|
|
|
OPS0002AU |
|
|
|
ETL0463AU |
|
|
|
ETL0276AU |
|
|
|
RFA0813AU |
|
|
|
WFS0285AU |
|
|
|
PCL0005AU |
|
|
|
PER1744AU |
|
|
|
PER0562AU |
|
|
|
PER0011AU |
|
|
Perpetual Wealthfocus Investment Advantage - Smaller Companies Fund |
|
PER0113AU |
|
|
PIC6396AU |
|
|
|
ETL0404AU |
|
|
|
ETL0116AU |
|
|
|
ETL0112AU |
|
|
|
ETL0018AU |
|
|
|
ETL0019AU |
|
|
|
PLA0004AU |
|
|
|
PLA0100AU |
|
|
|
PLA0002AU |
|
|
|
WHT0039AU |
|
|
|
MAQ0838AU |
|
|
|
TGP0008AU |
|
|
|
TGP0034AU |
|
|
|
IOF0081AU |
|
|
|
WHT0015AU |
|
|
Resolution Capital Global Property Securities Fund (Unhedged) - Series II |
|
IOF0184AU |
|
|
ETL1206AU |
|
|
|
SCH0028AU |
|
|
|
SCH0101AU |
|
|
|
DDH0002AU |
|
|
|
ETL0062AU |
|
|
|
FRT0004AU |
|
|
|
PIM8022AU |
|
|
|
ETL0052AU |
|
|
|
ETL0398AU |
|
|
|
ETL0312AU |
|
|
|
ETL0071AU |
|
|
|
SBC0812AU |
|
|
|
HML0016AU |
|
|
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VAN0108AU |
|
|
|
VAN0109AU |
|
|
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VAN0110AU |
|
|
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VAN0111AU |
|
|
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VAN0018AU |
|
|
|
VAN0019AU |
|
|
|
MAQ0410AU |
|
|
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HOW0020AU |
|
|
|
MAQ0482AU |
|
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ZUR0064AU |
|
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PER0270AU |
|
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RIM0029AU | |
|
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RIM0006AU | |
|
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RIM0001AU | |
|
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RIM0002AU | |
|
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RIM0003AU | |
|
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RIM0032AU | |
|
|
RIM0004AU | |
|
|
RIM0009AU | |
|
|
RIM0008AU | |
|
|
FSF1675AU | |
|
|
PIM3026AU | |