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Resources for Perpetual Private clients
Perpetual Private issues a Financial Services Guide which contains important information in relation to financial advice and custody services offered by Perpetual Private Advisers.
Perpetual Private issues a Trustee Service financial Services (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 which contains important information in relation to the Lifestyle Assist service offered by Perpetual Private.
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.
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.
Perpetual Private’s Guide to understanding risks provides information on risks and how these could potentially be mitigated.
Product disclosure statements
Insurance Products
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 | APIR |
|---|---|---|
| AIA Priority Protection | ||
| Asteron Life | ||
| BT Protection Plan | ||
| Clearview ClearChoice | ||
| CommInsure | ||
| MLC Life | ||
| NEOS Life | ||
| OnePath | ||
| PPS Mutual | ||
| TAL | ||
| Zurich Wealth Protection | ||
| Zurich Active | ||
| Zurich Sumo |
Managed Funds - Perpetual WealthFocus Super
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 Super Plan Features Book | Perpetual Cash | PER0027AU |
| Perpetual WealthFocus Investment Book | 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 Share 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 Growth Fund | PER0016AU | |
|
|
Perpetual Diversified Growth Fund | PER0123AU |
| Perpetual Balanced Growth Fund | PER0017AU | |
| BlackRock Scientific Diversified Growth | PER0204AU |
Managed Funds - Perpetual WealthFocus Pension
| Fund Name | Constituents | APIR | |
|---|---|---|---|
| Perpetual Wealthfocus Pension Plan - Features Book | Perpetual Cash | PER0005AU | |
| Perpetual WealthFocus Pension Plan - Investment Book | 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 Equities | PER0150AU | ||
| Vanguard Australian Shares 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 Growth Fund | PER0016AU | ||
|
|
Perpetual Diversified Growth Fund | PER0129AU | |
| Perpetual Balanced Growth Fund | PER0015AU | ||
| BlackRock Scientific Diversified Growth | PER0086AU |
Managed Funds - Perpetual Select Investment
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 |
|---|---|---|
| Select Investment Funds PDS | 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 |
Managed Funds - Perpetual Select Super and Pension
| Funds | Constituents | APIR |
|---|---|---|
| Select Super & Pension |
Select Cash |
WDL0004AU |
|
Select Fixed Income Fund |
WDL0007AU | |
|
Select Real Estate Fund |
WDL0010AU | |
|
Select Australian Share Fund |
WDL0001AU | |
|
Select Limited Share Fund |
PER0399AU | |
|
Select International Share Fund |
WDL0009AU | |
|
Select Diversified Fund |
PER0636AU | |
|
Select Real Estate Fund |
WDL0010AU | |
|
Select Australian Share Fund |
WDL0001AU | |
|
Select Limited Share Fund |
WDL0051AU | |
|
Select International Share Fund |
WDL0009AU | |
|
Select Conservative Fund |
WDL0005AU | |
|
Select Diversified Fund |
PER0636AU | |
|
Select Balanced Fund |
WDL0008AU | |
|
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 |
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 |
|---|---|---|
| Generation Life Investment Bonds | 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 | |
| Vanguard Australian Property Securities Index | ALL0026AU | |
| Perpetual Industrial Fund | ALL0026AU | |
| Perpetual Australian Share Fund | ALL0009AU | |
| Perpetual Geared Australian Share | ALL0009AU | |
| Vanguard Australian Share Index | ALL0019AU | |
| Perpetual ESG Australian Share Fund (ASX:GIVE) | ALL0023AU | |
| Magellan Global Fund | ALL0005AU | |
| Perpetual International Share Fund | ALL0012AU | |
| Vanguard International Shares Index | ALL0020AU | |
| Perpetual Balanced Growth | ALL0010AU |
| Fund Name | Constituents | APIR |
|---|---|---|
| Charitable & Community Investor Fund |
|
PER0392AU |
| Charitable Endowment Fund | PER0558AU | |
| CFS Wholesale Equity Investment Solutions | ||
| CFS Wholesale Australian Bond Fund | FSF0027AU | |
| CFS Wholesale Equity Income Fund | FSF0961AU | |
| CFS Wholesale Geared Share Fund | FSF0043AU | |
| Implemented Portfolios | ||
| Implemented Australian Share Portfolio | PER0708AU | |
| Implemented Fixed Income Portfolio | PER0710AU | |
| Implemented Inter Share Portfolio | PER0711AU | |
| Implemented Real Estate Portfolio | PER0712AU | |
| Perpetual Opportunities Funds | ||
| Perpetual Growth Opportunities Fund | PER0437AU | |
| Perpetual Income Opportunities Fund | PER0436AU | |
| Perpetual Private Income Funds | ||
| Perpetual Credit Income Fund | PER0263AU |
|
| Perpetual Exact Market Cash Fund | PER0258AU | |
| Perpetual Pure Series Funds | ||
| Perpetual Pure Microcap Fund | PER0704AU | |
| Perpetual Pure Value Share Fund | PER0439AU | |
| Perpetual ESG Australian Share Fund | PER0049AU | |
| Perpetual Concentrated Equity Fund | PER0102AU | |
| Perpetual Diversified Income Fund | PER0260AU | |
| Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE) | PER0116AU | |
| Perpetual Geared Australian Share Fund | PER0071AU | |
| Perpetual Industrial Share Fund | PER0046AU | |
| Perpetual SHARE-PLUS Long-Short Fund | PER0072AU | |
| Perpetual Smaller Companies Fund | PER0048AU | |
| The Trust Company Investment Funds | ||
| 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 |
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
UK
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
EU
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.