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Perpetual Active Income

Perpetual Active Income

Updates

Product disclosures

Continuous disclosure and important information

We may update information in the IM by issuing a supplementary IM. However, if product updates are not materially adverse we will notify you via our website. Any updates should be read together with the main IM document.

 

Date Nature of event or change Impact of the change  
30 September 2026 New IM document issued.

Effective 30 September 2026, we have issued a new Information Memorandum for Perpetual Active Income, Issue No. 2 (IM). It includes changes relating to your investment in Perpetual Active Income, including:

  • Updates to our approach to environmental, social, governance (ESG) factors.
  • Revisions to the 'Market and economic risk' and 'Legal and regulatory risk' sections within Significant Risks.
  • Changes to the Fees and Costs Summary, including the buy spread and related notes.
  • Revisions to transaction costs disclosure.
  • Changes to the capital gains tax wording.
For a free of charge copy of the new IM please contact us on 1800 022 033.