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Submitted URL: http://perpetual.com.au/
Effective URL: https://www.perpetual.com.au/
Submission: On February 15 via manual from HK — Scanned from AU
Effective URL: https://www.perpetual.com.au/
Submission: On February 15 via manual from HK — Scanned from AU
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Text Content
Close SITE SEARCH Search LOOKING FOR A FUND? Fund search Search Toggle navigation Perpetual Perpetual * Financial advice THE WEALTHY INVESTORS’ GUIDE TO RETIREMENT INVESTING DOWNLOAD YOUR COPY * FINANCIAL ADVICE AND TRUSTEE SERVICES Earning the trust of families, businesses and communities for more than 130 years * MANAGING YOUR WEALTH Specialised financial advice that protects and grows your wealth * YOUR GUIDE TO INHERITANCE Your guide to receiving an inheritance * PERPETUAL PRIVATE FAMILY OFFICE We exist to guide and serve successful families in all aspects of their lives. * NOT-FOR-PROFIT AND SENIOR LIVING Creating maximum impact and long-term sustainability for not-for-profit and senior living organisations * PLANNING FOR RETIREMENT Investment and super strategies for life beyond work * MANAGING A BUSINESS Advice, accounting and business advisory services to grow your business * SUPPORTING INDIGENOUS COMMUNITIES Trustee services to provide long-term support for First Nations communities * TRUSTEE SERVICES Trust set up, Estate planning and administration and charitable trusts: for the people and causes you care for most * MANAGING A MEDICAL PRACTICE Specialist financial advice for doctors running a medical practice * INVESTING WITH PERPETUAL PRIVATE Protect and grow your long-term wealth with tailored investment options * PHILANTHROPY WITH IMPACT Philanthropic services and charitable trusts to help you give more effectively * HEALTH AND PERSONAL INJURY CLIENT SERVICE Trustee services, financial advice and lifestyle support for the injured or disabled * MEET THE PERPETUAL PRIVATE TEAM Dedicated team of financial advisers and investment experts to help you manage, protect and grow your long-term wealth * POWER OF ATTORNEY AND LIFESTYLE ASSISTANCE Lifestyle and financial management services for older Australians * PARTNERING TO SUPPORT YOUR CLIENT NEEDS Advice, trustee and investment management services for your clients * Investments YOUR GUIDE TO AUSTRALIAN EQUITIES INVESTING Download eBook * INVESTMENTS We offer investors a broad range of investment options across Australian and global shares, multi asset, credit and fixed income and ESG funds. * PRICES & PERFORMANCE Unit price and performance information, including monthly fund profiles * AUSTRALIAN SHARES Invest with one of Australia’s largest and most experienced share investors * GLOBAL SHARES Gain exposure to the word’s best companies and industries * CREDIT AND FIXED INCOME Benefit from investments that can deliver capital stability, income and liquidity by investing with one of Australia’s leading credit and fixed income managers. * MULTI ASSET Diversify risk by investing across a broad range of strategies, managers and markets * PRODUCTS & PLATFORMS Solutions that offer investors simplicity, flexibility and a wide choice of investment options * SUPERANNUATION & RETIREMENT Products and expertise that help investors build their retirement capital * LISTED INVESTMENT VEHICLES Access Perpetual’s investment expertise in equities, credit and fixed income through our listed investment vehicles * INSTITUTIONAL INVESTORS Investment strategies including wholesale funds, individual mandates and bespoke portfolios * BARROW HANLEY GLOBAL INVESTORS Barrow Hanley Global Investors (Barrow Hanley), now part of the Perpetual Asset Management International. * TRILLIUM ASSET MANAGEMENT Trillium Asset Management is an impact-driven, ESG-focused firm, a pioneer in responsible investing * ADVISER RESOURCE HUB Visit Perpetual’s Adviser Hub for the latest educational content around investing and tools to share with your clients. * Corporate Trust PERPETUAL DIGITAL FIND OUT MORE * CORPORATE TRUST Corporate trustee services for the funds management and debt capital markets * CUSTODY Holding, safeguarding, and administering assets including cash, property, mortgages, private equity, infrastructure and debt securities * WHOLESALE TRUSTEE Helping you to set-up with maximum efficiency and provide robust fiduciary oversight of an unregistered investment structure * DESIGN & DISTRIBUTION OBLIGATIONS Perpetual Corporate Trust has developed a framework to promote a consumer-centric approach to the design and distribution of products intended to help consumers obtain appropriate financial products. * RESPONSIBLE ENTITY Helping with all your compliance and governance needs as you launch and manage your managed investment scheme. * SECURITISATION Supporting banks, credit unions, major financial institutions and non banks with their end-to-end securitisation transaction requirements. * AGENCY AND TRUSTEE A trusted intermediary for clients seeking a range of agency and trustee services for corporate or kangaroo bonds and corporate debt or syndicated debt * DOCUMENT CUSTODY One of the largest document custody providers in Australia delivering services electronically or via secure vault facilities * PERPETUAL DIGITAL Our innovative digital solutions can help clients to become more effective, efficient and achieve economies of scale, while reducing cyber risk and maintaining compliance * PERPETUAL INTELLIGENCE Cloud-based platform delivering workflow, automated data management and analytics for fixed income investors, structured finance and credit teams * PERPETUAL DATA SERVICES A leading provider of ABS information management and reporting services supporting investor, rating agencies, RBA and ESMA regulatory reporting obligations * PERPETUAL ROUNDTABLES Portfolio insights and benchmarking of retail loans across multiple asset classes. Delivered via exclusive, professionally-guided industry discussion forums * PERPETUAL | LAMINAR CAPITAL Laminar Capital is a treasury and debt markets specialist providing capital markets, investment management, advisory and digital solutions to banking, middle market and financial services industry. Note, external website. * Insights YOUR GUIDE TO AUSTRALIAN EQUITIES INVESTING Download eBook * NEWS & INSIGHTS Perpetual’s latest thinking on investing, financial advice, philanthropy, corporate trustee services and much more. * VIDEO The latest video news from Perpetual – our clients, fund managers, staff and management on our services, company news and the issues of the day. * ECONOMICS AND MARKETS Stay up-to-date with economic and investment market developments with the latest insights from Perpetual’s experts. * FINANCIAL ADVICE Perpetual’s specialists in financial advice and trustee services share their thinking on issues ranging from investing to philanthropy. * INVESTMENTS Perpetual’s investment experts share their insights on a range of topics – from portfolio construction to stock picking and risk management. * RESEARCH AND REPORTS A selection of research and reports developed or commissioned across Perpetual’s investment, advice and corporate trust businesses. * NOT-FOR-PROFIT AND PHILANTHROPY Philanthropy is a major part of Perpetual’s culture. We’re trustee for nearly a thousand charitable trusts and endowments and work every day with philanthropists and NFPs in this crucial part of Australian life. * PERPETUAL NEWS Catch up on news about Perpetual – learn about our people, our business, our work in the community and recent developments in our organisation. * Fund Performance YOUR GUIDE TO AUSTRALIAN EQUITIES INVESTING Download eBook * ALL UNIT PRICES & PERFORMANCE Unit price and performance information, including monthly fund profiles * AUSTRALIAN SHARES A comprehensive range of Australian share funds managed by one of the country’s largest and most experienced sharemarket investor * GLOBAL SHARES For investors seeking the growth potential of quality companies from around the world * CREDIT & FIXED INCOME A range of credit and fixed income funds for investors seeking regular income and stable returns * MULTI ASSET Investment funds that offer investors the benefits of wide diversification combined with expert asset allocation * ALL INVESTMENT FUNDS Perpetual Investment Funds feature Perpetual’s leading investment management capabilities * WEALTHFOCUS INVESTMENT ADVANTAGE Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio * PERPETUAL SELECT INVESTMENTS 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 SELECT SUPER & RETIREMENT 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 * WEALTHFOCUS INVESTMENT FUNDS Compare managed fund performance and see unit fund prices here * Login * Site & Fund Search * About us * Shareholders * Resources * Careers * Contact Us * Login * Search Close ACQUISITION OF PENDAL The acquisition of Pendal Group is one of the most defining moments in Perpetual’s 137-year history and creates a global leader in multi-boutique asset management with world-class investment capabilities. A NEW GLOBAL POWERHOUSE IN ASSET MANAGEMENT Learn more LOOKING FOR A FUND? Fund search Search I AM INTERESTED IN... INVESTMENTS * AUSTRALIAN SHARES * GLOBAL SHARES * CREDIT AND FIXED INCOME * MULTI ASSET * LISTED INVESTMENT VEHICLES * Pricing and Performance FINANCIAL ADVICE * MANAGING WEALTH * PASSING ON WEALTH * PHILANTHROPY WITH IMPACT * SUPPORTING NFP GROWTH * INVESTING WITH PERPETUAL PRIVATE * MEET THE TEAM CORPORATE TRUST * PERPETUAL DIGITAL * RESPONSIBLE ENTITY * CUSTODY * SECURITISATION * AGENCY AND ESCROW * WHOLESALE TRUSTEE QUICK LINKS * FORMS AND PDS * RESOURCES AND DOCUMENTS * CONTACT US * SHAREHOLDERS * WORKING AT PERPETUAL * Positions and Policies FEATURED Watch the 2022 Annual General Meeting Thursday 20 October 2022 Watch now YOUR GUIDE TO INHERITANCE By 2025, around $1 trillion will pass to the next generation of Australians – and $3.5 trillion by 2035.1 If you’re expecting to receive an inheritance in the next few years, especially one of a million dollars or more, it can be a life-changing opportunity. We’ve prepared a range of important information to help you understand what’s involved. READ MORE YOUR GUIDE TO AUSTRALIAN EQUITIES INVESTING Explore our special edition eBook, providing an exclusive perspective on the Australian equities market. Our team of experienced Portfolio Managers will share their unique insights on some of the key themes and signals you should consider when investing. DOWNLOAD NOW Perpetual’s Philanthropy Toolkit – the tools you need to do more good Whatever activity you’re engaged in, the right tools will make you more effective. The new Perpetual Philanthropy Toolkit provides all the tools you need to give more enjoyably – and with more impact. DOWNLOAD YOUR COPY Barrow Hanley Global Investors Barrow Hanley, now part of the Perpetual Asset Management International, is a leader in global value investing, partnering with clients around the world to provide attentive service, insightful perspectives, and competitive returns. READ MORE Trillium Asset Management Trillium, now part of the Perpetual Asset Management family, is an impact-driven, environmental, social and governance (ESG) focused firm. READ MORE NEWS & INSIGHTS See more Investments Q&A WITH ALEX PATTEN Financial Advice THE NON-BANK SECTOR IN AUSTRALIA AND NEW ZEALAND: PAST, PRESENT AND FUTURE Financial Advice JANUARY 2023 QUARTERLY MARKET UPDATE: THE GREAT INCOME/INFLATION BALANCING ACT Financial Advice JANUARY 2023 QUARTERLY MARKET UPDATE: RISING INFLATION AND CHALLENGES FOR ESG Perpetual FINANCIAL ADVICE * Managing your wealth * Your guide to inheritance * Perpetual Private Family Office * Not-For-Profit and Senior Living * Planning for Retirement * Managing a business * Supporting Indigenous Communities * Trustee Services * Managing a medical practice * Investing with Perpetual Private * Philanthropy with impact * Health and Personal Injury Client Service * Meet the Perpetual Private team * Power of attorney and lifestyle assistance * Partnering to support your client needs INVESTMENTS * Fund Performance * Australian Shares * Global Shares * Credit and Fixed Income * Multi Asset * Products & Platforms * Superannuation & Retirement * Listed Investment Vehicles * Institutional Investors * Barrow Hanley Global Investors * Trillium Asset Management * Adviser Resource Hub CORPORATE TRUST * Custody * Wholesale Trustee * Design & Distribution Obligations * Responsible Entity * Securitisation * Agency and Trustee * Document Custody * Perpetual Digital * Perpetual Intelligence * Perpetual Data Services * Perpetual Roundtables * Perpetual | Laminar Capital INSIGHTS * Video * Economics and Markets * Financial Advice * Investments * Research and Reports * Not-For-Profit and Philanthropy * Perpetual News FUND PERFORMANCE * Australian Shares * Global Shares * Credit & Fixed Income * Multi Asset * All Investment Funds * WealthFocus Investment Advantage * Perpetual Select Investments * Perpetual Select Super & Retirement * WealthFocus Investment Funds CONNECT WITH US * Twitter * LinkedIn * Fund Performance * Careers * Resources * Shareholders * Contact Us * Financial Services Guide * Privacy Policy * Security * Terms & Conditions * Site Map © 2021 Perpetual Limited ABN 86 000 431 827. All Rights Reserved.