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Expertise across major investment capabilities.
With one of Australia’s largest, most well-resourced and experienced investment teams, Perpetual offers institutional investors expertise across four major investment capabilities: Australian equities; global equities; cash, credit and fixed income; and multi asset strategies. These capabilities can be accessed via pooled investment funds or tailored mandates.
Multi Asset Strategies
Our Multi Asset portfolios can provide a comprehensive investment management solution, underpinned by our strong, dynamic, strategic, and tactical asset allocation capabilities.
Global Equities Strategies
We invest in companies across the globe that we believe are undervalued. Our investments are not constrained by regions or industry.
Cash Fixed Income Strategies
We offer a wide range of cash, credit and fixed income strategies. This includes tailored portfolios ranging from transactional cash to longer-term offerings.
Australian Equities Strategies
We seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business.
Perpetual’s long-standing investment philosophy and active investment management style has been based on identifying quality investments that we believe are undervalued, while managing risk. This discipline and focus enables us to capture the upside potential in our portfolios - once the mispricing is recognised by the market - while limiting the downside risks.
As well as managing pooled funds and vehicles for institutions, we can tailor innovative, bespoke investment solutions to meet your specific investment objectives.
We invest in the quality of our investment professionals and seek to continually ensure transparency and rigour in our investment processes. To deliver a high quality of service for our institutional clients, we have a dedicated and well-resourced institutional sales and servicing team.
Across our capability set, we take an active investment approach to managing portfolios. Our research is thorough, proprietary and a critical driver of our investment decisions. This research is combined with the skill, judgement and expertise of our investment professionals in constructing and managing portfolios.
Perpetual Investments, one of Australia’s most highly regarded investment fund managers, has a long-standing commitment to responsible investment
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