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Annual reports
Perpetual products and funds.
Annual reports for 2024
Product/Fund |
Download |
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Investments |
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Barrow Hanley Global Share Fund |
Annual report 2024 |
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Barrow Hanley Emerging Markets Fund |
Annual report 2024 |
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Perpetual Active Fixed Interest Fund |
Annual report 2024 |
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Perpetual's Australian Share Fund |
Annual report 2024 |
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Perpetual Balanced Growth Fund No.2 |
Annual report 2024 |
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Perpetual Credit Income Fund |
Annual report 2024 |
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Perpetual Diversified Income Fund |
Annual report 2024 |
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Perpetual Dynamic Fixed Income Fund |
Annual report 2024 |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual ESG Australian Share Fund |
Annual report 2024 |
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Perpetual ESG Credit Income Fund |
Annual report 2024 |
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Perpetual Exact Market Return Fund |
Annual report 2024 |
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Perpetual Focus Australian Share Fund |
Annual report 2024 |
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Perpetual High Grade Floating Rate Fund |
Annual report 2024 |
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Perpetual Industrial Share Fund (also known as WealthFocus Perpetual Industrial Share Fund) |
Annual report 2024 |
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Perpetual Institutional Cash Management Trust |
Annual report 2024 |
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Perpetual International Share Fund (also known as WealthFocus Barrow Hanley Global Share Fund) |
Annual report 2024 |
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Perpetual Loan Fund |
Annual report 2024 |
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Perpetual Pure Credit Alpha Fund |
Annual report 2024 |
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Perpetual Pure Equity Alpha Fund |
Annual report 2024 |
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Perpetual Pure Microcap Fund |
Annual report 2024 |
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Perpetual Pure Value Share Fund |
Annual report 2024 |
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Perpetual Smart Beta Emerging Market Equities Fund |
Annual report 2024 |
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Perpetual Strategic Capital Fund |
Annual report 2024 |
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Perpetual WealthFocus Investment Advantage Fund |
Annual report 2024 |
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Perpetual Wholesale International Share Fund |
Annual report 2024 |
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Perpetual Wholesale Smaller Companies Fund No.2 |
Annual report 2024 |
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Trillium ESG Global Equity Fund |
Annual report 2024 |
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Trillium Global Sustainable Opportunities Fund |
Annual report 2024 |
Perpetual Investment Funds
Product/Fund |
Download |
|---|---|
Investments |
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Perpetual Income Share Fund Perpetual Geared Australian Share Fund Perpetual Wholesale Industrial Fund Perpetual Smaller Companies Fund Perpetual Diversified Growth Fund Perpetual Global Allocation Alpha Fund Perpetual ESG Real Return Fund Perpetual Australian Share Fund Perpetual Concentrated Equity Fund Perpetual SHARE-PLUS Long-Short Fund Perpetual Diversified Real Return Fund Perpetual Conservative Growth Fund Perpetual Balanced Grown Fund |
Perpetual Superannuation Funds
Product/Fund |
Download |
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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Perpetual Super Wrap |
Annual reports archive
Product/Fund |
Download |
|---|---|
Investments |
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Barrow Hanley Emerging Markets Fund |
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Perpetual Active Fixed Interest Fund |
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Perpetual's Australian Share Fund |
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Perpetual Balanced Growth Fund No.2 |
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Perpetual Credit Income Fund |
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Perpetual Diversified Income Fund |
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Perpetual Dynamic Fixed Income Fund |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual ESG Australian Share Fund |
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Perpetual ESG Credit Income Fund |
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Perpetual Exact Market Return Fund |
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Perpetual Global Innovation Share Fund |
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Barrow Hanley Global Share Fund |
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Perpetual Focus Australian Share Fund |
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Perpetual High Grade Floating Rate Fund |
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Perpetual Industrial Share Fund |
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Perpetual Institutional Cash Management Trust |
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Perpetual Loan Fund |
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Perpetual Pure Credit Alpha Fund |
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Perpetual Pure Equity Alpha Fund |
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Perpetual Pure Microcap Fund |
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Perpetual Pure Value Share Fund |
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Perpetual Smart Beta Emerging Market Equities Fund |
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Perpetual WealthFocus Investment Advantage Fund |
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WealthFocus Barrow Hanley Global Share Fund |
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Trillium ESG Global Equity Fund |
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Trillium Global Sustainable Opportunities Fund |
Perpetual Investment Funds
Product/Fund |
Download |
|---|---|
Investments |
Annual Report 2023 |
|
Perpetual Income Share Fund Perpetual Geared Australian Share Fund Perpetual Wholesale Industrial Fund Perpetual Wholesale International Share Fund Perpetual Smaller Companies Fund Perpetual Wholesale Smaller Companies Fund No.2 Perpetual Diversified Growth Fund Perpetual Global Allocation Alpha Fund Perpetual ESG Real Return Fund Perpetual Australian Share Fund Perpetual Concentrated Equity Fund Perpetual SHARE-PLUS Long-Short Fund Perpetual Diversified Real Return Fund Perpetual Conservative Growth Fund Perpetual Balanced Grown Fund |
Perpetual Superannuation Funds
Product/Fund |
Download |
|---|---|
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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Perpetual Super Wrap |
Product/Fund |
Download |
|---|---|
Investments |
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Perpetual Active Fixed Interest Fund |
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Perpetual Australian Share Fund |
Annual Report 2022 |
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Perpetual's Balanced Growth Fund No.2 |
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Perpetual Credit Income Fund |
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Perpetual Diversified Income Fund |
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Perpetual Dynamic Fixed Income Fund |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual Ethical SRI Fund |
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Perpetual Ethical SRI Credit Fund |
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Perpetual Exact Market Return Fund |
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Perpetual Global Innovation Share Fund |
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Barrow Hanley Global Share Fund |
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Perpetual High Grade Floating Rate Fund |
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Perpetual Industrial Share Fund |
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Perpetual Institutional Cash Management Trust |
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Perpetual Loan Fund |
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Perpetual Pure Credit Alpha Fund |
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Perpetual Pure Equity Alpha Fund |
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Perpetual Pure Microcap Fund |
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Perpetual Pure Value Share Fund |
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Perpetual Smart Beta Emerging Market Equities Fund |
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Perpetual WealthFocus Investment Advantage Fund |
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WealthFocus Barrow Hanley Global Share Fund |
|
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Trillium ESG Global Equity Fund |
Annual Report 2022 |
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Trillium Global Sustainable Opportunities Fund |
Annual Report 2022 |
Perpetual wholesale funds
Product/Fund |
Download |
|---|---|
Investments |
|
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Perpetual Wholesale Australian Share Fund Perpetual Wholesale Balanced Growth Fund Perpetual Wholesale Concentrated Equity Fund Perpetual Wholesale Conservative Growth Fund Perpetual Wholesale Diversified Growth Fund Perpetual Wholesale Diversified Real Return Fund Perpetual ESG Real Return Fund Perpetual Wholesale Geared Australian Share Fund Perpetual Wholesale Income Share Fund Perpetual Wholesale Industrial Fund Perpetual Wholesale International Share Fund Perpetual Wholesale SHARE-PLUS Long-Short Fund Perpetual Wholesale Smaller Companies Fund Perpetual Wholesale Smaller Companies Fund No. 2 Perpetual Wholesale Split Growth Fund |
Perpetual superannuation funds
Product/Fund |
Download |
|---|---|
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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Perpetual Super Wrap |
| Product/Fund | Download |
|---|---|
| Investments | |
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Perpetual Active Fixed Interest Fund |
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Perpetual Australian Share Fund |
Annual Report 2021 |
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Perpetual's Balanced Growth Fund No.2 |
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Perpetual Cash Management Fund |
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Perpetual Credit Income Fund |
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Perpetual Diversified Income Fund (Consolidated) |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual ESG Real Return Fund |
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Perpetual Exact Market Return Fund |
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Perpetual Global Innovation Share Fund |
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Perpetual Global Share Fund |
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Perpetual High Grade Floating Rate Fund |
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Perpetual Industrial Share Fund |
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Perpetual Institutional Cash Management Trust |
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Perpetual Loan Fund |
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Perpetual Pure Credit Alpha Fund |
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Perpetual Pure Equity Alpha Fund |
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Perpetual Pure Microcap Fund |
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Perpetual Pure Value Share Fund |
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Perpetual Smart Beta Emerging Market Equities Fund |
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Perpetual WealthFocus Investment Advantage Fund |
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Perpetual Wholesale Australian Share Fund Perpetual Wholesale Balanced Growth Fund Perpetual Wholesale Concentrated Equity Fund Perpetual Wholesale Conservative Growth Fund Perpetual Wholesale Diversified Growth Fund Perpetual Wholesale Diversified Real Return Fund Perpetual Wholesale Dynamic Fixed Income Fund Perpetual Wholesale Ethical SRI Fund Perpetual Wholesale Ethical SRI Credit Fund Perpetual Wholesale Geared Australian Share Fund Perpetual Wholesale Global Share Fund Perpetual Wholesale Global Share Fund Hedged Perpetual Wholesale Income Share Fund Perpetual Wholesale Industrial Fund Perpetual Wholesale International Share Fund Perpetual Wholesale SHARE-PLUS Long-Short Fund Perpetual Wholesale Smaller Companies Fund Perpetual Wholesale Smaller Companies Fund No. 2 Perpetual Wholesale Split Growth Fund
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Trillium ESG Global Equity Fund |
Annual Report 2021 |
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Trillium Sustainable Opportunities Fund |
Annual Report 2021 |
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Superannuation and Retirement |
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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Perpetual Super Wrap |
| Product/Fund | Download |
|---|---|
| Investments | |
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Perpetual Active Fixed Interest Fund |
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Perpetual Australian Share Fund |
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Perpetual's Balanced Growth Fund No.2 |
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Perpetual Cash Management Fund |
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Perpetual Credit Income Fund |
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Perpetual Diversified Income Fund (Consolidated) |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual Exact Market Cash Fund (Consolidated) |
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Perpetual Global Innovation Share Fund |
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Perpetual Global Share Fund |
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Perpetual High Grade Treasury Fund |
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Perpetual Industrial Share Fund |
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Perpetual Institutional Cash Management Trust |
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Perpetual Loan Fund |
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Perpetual Pure Credit Alpha Fund |
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Perpetual Pure Equity Alpha Fund |
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Perpetual Pure Microcap Fund |
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Perpetual Pure Value Share Fund |
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Perpetual Select Investment Funds |
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Perpetual Smart Beta Emerging Market Equities Fund |
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Perpetual WealthFocus Investment Advantage Fund |
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Perpetual Wholesale Australian Share Fund Perpetual Wholesale Balanced Growth Fund Perpetual Wholesale Concentrated Equity Fund Perpetual Wholesale Conservative Growth Fund Perpetual Wholesale Diversified Growth Fund Perpetual Wholesale Diversified Real Return Fund Perpetual Wholesale Dynamic Fixed Income Fund Perpetual Wholesale Ethical SRI Fund Perpetual Wholesale Ethical SRI Credit Fund Perpetual Wholesale Geared Australian Share Fund Perpetual Wholesale Global Share Fund Perpetual Wholesale Global Share Fund Hedged Perpetual Wholesale Income Share Fund Perpetual Wholesale Industrial Fund Perpetual Wholesale International Share Fund Perpetual Wholesale SHARE-PLUS Long-Short Fund Perpetual Wholesale Smaller Companies Fund Perpetual Wholesale Smaller Companies Fund No. 2 Perpetual Wholesale Split Growth Fund |
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Superannuation and Retirement |
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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| Product/Fund | Download |
|---|---|
| Investments | |
|
Perpetual Active Fixed Interest Fund |
|
|
Perpetual Australian Share Fund |
|
|
Perpetual's Balanced Growth Fund No.2 |
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Perpetual Cash Management Fund |
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Perpetual Credit Income Fund |
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Perpetual Diversified Income Fund (Consolidated) |
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Perpetual Economic Diversification Global Equity Fund |
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Perpetual Ethical SRI Credit Fund |
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Perpetual Exact Market Cash Fund (Consolidated) |
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Perpetual Global Innovation Share Fund |
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Perpetual High Grade Treasury Fund |
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Perpetual Institutional Cash Management Trust |
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Perpetual Loan Fund |
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Perpetual Pure Credit Alpha Fund |
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Perpetual Pure Equity Alpha Fund |
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Perpetual Pure Microcap Fund |
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Perpetual Pure Value Share Fund |
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Perpetual Smart Beta Emerging Market Equities Fund |
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Perpetual WealthFocus Investment Advantage Fund |
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Perpetual WealthFocus Investment Fund |
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Perpetual Wholesale Australian Fund Perpetual Wholesale Balanced Growth Fund Perpetual Wholesale Concentrated Equity Fund Perpetual Wholesale Conservative Growth Fund Perpetual Wholesale Diversified Growth Fund Perpetual Wholesale Diversified Real Return Fund Perpetual Wholesale Dynamic Fixed Income Fund Perpetual Wholesale Ethical SRI Fund Perpetual Wholesale Geared Australian Fund Perpetual Wholesale Global Share Fund Perpetual Wholesale Global Share Fund Hedged Perpetual Wholesale Income Share Fund Perpetual Wholesale Industrial Fund Perpetual Wholesale International Share Fund Perpetual Wholesale SHARE-PLUS Long Short Fund Perpetual Wholesale Smaller Companies Fund Perpetual Wholesale Smaller Companies Fund No. 2 Perpetual Wholesale Split Growth Fund |
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Superannuation and Retirement |
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Perpetual's Pooled Super Trust |
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Perpetual WealthFocus Super Plan Perpetual WealthFocus Pension Plan |
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