Why it pays to never fall in love

Detachment, focus and logic. Not exactly attributes that evoke excitement, yet at Perpetual they’re exactly what we apply to every decision we make across our wide range of investments. So rather than reacting to market hype, we focus on unearthing companies with conservative debt levels that represent quality and value, investing with true discipline to minimise downside and grow wealth. For as we all know, love is blind and market darlings can all too often disappoint.

Objectively seeking value in asset classes such as...


From Decimal to Digital - Lessons from 50 yrs of investing in Australian Shares


We’ve been helping clients invest in Australia’s best industrial companies for 50 years. Our new eBook tours those five decades of change and shares the crucial investment lessons we’ve learned along the way.

JUNE 1977 - JUNE 2017

Perpetual Industrial Share Fund Vs Blended All Ordinaries Accumulation 
Index $10,000 investment since inception (June 1977 - June 2017)

At June 2017, $10,000 invested in the Perpetual Industrial Share Fund since June 1977 was worth $2,395,158.

Source: Perpetual. Return has been calculated June 1977 to 30 June 2017 for Perpetual’s WealthFocus Investments Industrial Share Fund, using the first audited figures available. Total returns have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation (except in the case of superannuation funds). Past performance is not indicative of future performance. The current benchmark for the Perpetual Industrial Share Fund is the S&P/ASX 300 Industrials Accumulation Index. As the Industrials Index series is not available prior to 1979, the S&P/ASX All Ordinaries Accumulation Index has been used for reference purposes.


Thought leadership and insights from our experts.


Consistently Strong

A recent Morningstar analysis of long-term returns highlights that good active management can beat index fund returns – and by a substantial margin.


Get in our client services team or email us at investments@perpetual.com.au