Resources for Perpetual Private Clients
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.
A guide to understanding risk
In this guide, we outline the significant risks discussed in your financial plan or Statement of Advice (SOA). We also provide additional information to help you understand the risks and benefits relevant to the recommendation.
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.
|
Fund Name |
Constituents |
APIR |
|
Perpetual Wealthfocus Wholesale Super Plan
|
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 Wealthfocus Wholesale Pension Plan
|
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 |
PER0013AU |
|
|
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 |
|
|
Macquarie Treasury Fund |
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 |
ALL0024AU |
|
|
Perpetual Wholesale Australian Share |
ALL0009AU |
|
|
Perpetual Geared Australian Share |
ALL0011AU |
|
|
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 Geared 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 Geared High Growth Fund |
PER0398AU |
|
|
Perpetual Charitable Community Investment Fund |
PER0392AU |
|
|
Perpetual Charitable Endowment Fund |
PER0558AU |
|
|
PSIF - Fixed Income Fund – PPSW |
PER0682AU |
|
|
PSIF - Real Estate Fund – PPSW |
PER0683AU |
|
|
PSIF - Australian Share Fund - PPSW |
PER0684AU |
|
|
PSIF - Geared Australian Share Fund - PPSW |
PER0685AU |
|
|
PSIF - International Share Fund - PPSW |
PER0686AU |
|
|
PSIF - Conservative Fund - PPSW |
PER0677AU |
|
|
PSIF - Diversified Fund - PPSW |
PER0678AU |
|
|
PSIF - Balanced Fund - PPSW |
PER0679AU |
|
|
Select Cash |
WDL0004AU |
|
|
Select Fixed Income Fund |
WDL0007AU |
|
|
Select Real Estate Fund |
WDL0010AU |
|
|
Select Australian Share Fund |
WDL0001AU |
|
|
Select Geared 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 Geared High Growth Fund |
PER0400AU |
|
|
Select Cash |
WDL0013AU |
|
|
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 High Grade Treasury - Class R |
PER0562AU |
|
|
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 |
|
|
Macquarie reFleXion China Trust - June 2006 |
MAQ0522AU | |
|
Macquarie reFleXion Emerging Markets - June 2006 |
MAQ0524AU | |
|
Macquarie reFleXion Japan Trust - June 2006 |
MAQ0526AU | |
| 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 (Hedged) | VAN0105AU | |
|
|
CRS0005AU |
|
|
|
ETL0032AU |
|
|
|
CSA0135AU |
|
|
|
EQI0015AU |
|
|
|
AUS0108AU |
|
|
|
AMP1015AU |
|
|
AMP Capital Responsible Investment Leaders International Share Fund |
|
AMP0455AU |
|
|
PPL0107AU |
|
|
|
ARO0011AU |
|
|
|
MAQ0464AU |
|
|
|
AUS0037AU |
|
|
|
NML0316AU |
|
|
|
ETL0434AU |
|
|
|
BFL0001AU |
|
|
|
CSA0038AU |
|
|
|
BGL0108AU |
|
|
|
RFA0025AU |
|
|
|
RFA0813AU |
|
|
|
RFA0051AU |
|
|
|
BTA0061AU |
|
|
|
ARO0006AU |
|
|
|
FAM0101AU |
|
|
|
EGG0001AU |
|
|
|
FID0008AU |
|
|
|
AFM0002AU |
|
|
|
IOF0046AU |
|
|
|
IOF0135AU |
|
|
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HHA0002AU |
|
|
|
MAQ0404AU |
|
|
|
IML0004AU |
|
|
|
PAT0002AU |
|
|
|
HFL0033AU |
|
|
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MAQ0274AU |
|
|
|
MAQ0277AU |
|
|
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MAQ0211AU |
|
|
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MGE0001AU |
|
|
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MGE0002AU |
|
|
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MPL0801AU |
|
|
|
ETL0334AU |
|
|
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ETL0041AU |
|
|
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MIA0001AU |
|
|
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TYN0028AU |
|
|
|
MMF0113AU |
|
|
|
PCL0005AU |
|
|
|
PER0001AU |
|
|
|
PER0011AU |
|
|
Perpetual Wealthfocus Investment Advantage - Smaller Companies Fund |
|
PER0113AU |
|
|
ETL0116AU |
|
|
|
ETL0018AU |
|
|
|
PLA0002AU |
|
|
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WHT0039AU |
|
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TGP0034AU |
|
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WHT0015AU |
|
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SCH0103AU |
|
|
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SCH0028AU |
|
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SCH0101AU |
|
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FRT0004AU |
|
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HFL0032AU |
|
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TYN0104AU |
|
|
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SBC0812AU |
|
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HML0016AU |
|
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VAN0108AU |
|
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VAN0109AU |
|
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VAN0110AU |
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VAN0111AU |
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MAQ0410AU |
|
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MAQ0557AU |
|
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ZUR0064AU |
|
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ZUR0061AU |
|
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ZUR0517AU |
|
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ZUR0059AU |
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AMP0684AU |
|
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|
MAN0037CK |
|
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MAN0032CK | |
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MAN0035CK | |
|
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MAN0033CK | |
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MAN0041CK |
|
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MAN0031CK |
|
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PER0270AU |
|
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PER0050AU |
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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 | |
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RIM0004AU | |
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RIM0031AU | |
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RIM0009AU | |
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RIM0008AU | |
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MAQ0353AU | |