Perpetual Investment Funds

Creating business leaders of the future

Perpetual Investment Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest. You can also invest through investor directed portfolio services.

Investors in the Perpetual Investment funds can benefit from the following features:

Diverse range of investment options
Choose from a range of single asset class funds and multi asset class funds to create an investment portfolio that best suits your objectives.

Savings plan
With a savings plan, you can make regular investments through automatic direct debit. This is a simple and convenient way to benefit from the discipline of regular saving.

Consolidated reporting
We provide you with consolidated annual reporting across your investments, to help make your aggregated position clearer..

Latest Pricing and Performance

Our best investment capabilities and strategies can be accessed through Perpetual Investment Funds. The full range of Perpetual Investment Funds can be viewed on our Pricing and Performance section.

Pricing and Performance

Perpetual Investment Funds

Australian Shares

Capture the growth and income potential of Australian shares by investing with one of Australia’s largest and most experienced share investors.

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Multi-Asset

The Perpetual Diversified Real Return Fund offers a compelling combination of diversification, downside protection and access to a broad set of global investment opportunities. All with an unwavering focus that targets a return of 5% p.a. above inflation*.

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_{* Over rolling 5 year periods, before tax and fees.}

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, RSE Licence L0001458, AFSL 229757 are the issuers or trustee of the funds. The product disclosure statement (PDS) for the funds, issued by PIML or ETSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling or visiting our website www.perpetual.com.au.

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.

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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.

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United Kingdom

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.

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Europe

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