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Perpetual's Products and platforms
Diverse range of investment options.
Flexible solutions that meet your investment objectives.
Perpetual's products and platform solutions aim to make it easy for you to create and manage an investment portfolio that meets your investment objectives. Whether you are seeking a high level of personal control over your investments, or a less active approach, we seek to provide you with useful solutions that are easy to use.
Perpetual Investment Funds
Choose from single asset class and multi asset class investment options. Perpetual’s Investment funds are suitable for investors with a minimum initial investment of $25,000.
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.
Learn more about Perpetual Investment Funds
Perpetual Select Investment Funds
Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund.
Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal.
Perpetual WealthFocus Platform
Choose from a wide range of investment options across the major asset classes. Select from funds managed by Perpetual and other investment managers.
Perpetual Private Wrap is suitable for investors who seek a wide range of investment options and the convenience of consolidated reporting, but do not wish to manage the administrative and compliance burden of maintaining their investments.
Perpetual Private Wrap is a wrap service that brings all of your investments together around a central cash account. This means that all buying, selling, reporting and maintenance of your investments occurs in one place, simplifying the administration of your investments or super.
Perpetual Specialist Series Funds offer access to a select choice of funds suitable for investors with a minimum initial investment of $500,000.
Perpetual’s DIY super solutions are designed for investors who want a high level of control and flexibility over their retirement investments but would like to outsource the administrative and compliance aspects of their super fund.
Perpetual Self Managed Super Fund service
We can help you establish your Self Managed Super Fund (SMSF). While you, as trustee of the Fund, have ultimate responsibility, we provide the critical administrative support and asset custody services you need to make it easy to manage the day-to-day operations of your fund.
Perpetual Small APRA Fund Service
A comprehensive trustee service that enables you to enjoy the choice and flexibility of a DIY super fund without the responsibility of being a trustee. We will help you to establish your Small APRA Fund and provide full ongoing management of your fund.
For important information regarding Lonsec ratings and awards please visit: https://www.lonsec.com.au/logo-disclosure
Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued 13 October 2023 are solely statements of opinion and not a recommendation in relation to making any investment decisions.
Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at www.zenithpartners.com.au/zenith-fund-awards-2023/
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.
The product disclosure statement (PDS) for the relevant funds, issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.
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