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Resources for Perpetual Private clients
Perpetual Private issues a Financial Services Guide which contains important information in relation to financial advice and custody services offered by Perpetual Private Advisers.
Perpetual Private issues a Trustee Service financial Services (FSG) which contains important information in relation to the trust and estate management services offered by Perpetual Private.
Perpetual Private issues a Financial Services Guide which contains important information in relation to the Lifestyle Assist service offered by Perpetual Private.
Perpetual Private's Investment Philosophy outlines our approach to portfolio construction and the guiding principles for how we invest to protect and grow our client’s wealth.
Perpetual Private’s Responsible Investment Policy sets out our approach for considering environmental, social and governance factors in our investment decision making and ownership practices.
Perpetual Private’s Guide to understanding risks provides information on risks and how these could potentially be mitigated.
Product Disclosure Statements
Insurance Products
To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.
Provider |
| AIA Priority Protection |
| Asteron Life |
| BT Protection Plan |
| Clearview ClearChoice |
| CommInsure |
| MLC Life |
| NEOS Life |
| OnePath |
| PPS Mutual |
| TAL |
| Zurich Wealth Protection |
| Zurich Active |
| Zurich Sumo |
Managed Funds - Perpetual WealthFocus Super and Pension
To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.
Managed Funds - Perpetual WealthFocus Super
Fund Name |
Constituents |
APIR |
| Perpetual Cash | PER0027AU | |
| Perpetual WealthFocus Super Plan Investment Book | Schroder Fixed Income | PER0381AU |
| Macquarie Income Opportunities | PER0231AU | |
| Perpetual Diversified Income | PER0286AU | |
| Vanguard Australian Property Securities Index | PER0235AU | |
| Fidelity Australian Equities | PER0423AU | |
| Perpetual Australian Share | PER0022AU | |
| Perpetual Industrial Share | PER0023AU | |
| Schroder Australian Equities | PER0226AU | |
| Vanguard Australian Shares Index | PER0537AU | |
| Perpetual Smaller Companies | PER0025AU | |
| Magellan Global | PER0197AU | |
| MFS Global Equity | PER0534AU | |
| Vanguard International Share Index (Hedged) | PER0537AU | |
| Walter Scott Global Equity (Hedged) | PER0538AU | |
| BlackRock Scientific Diversified Stable | PER0205AU | |
| Perpetual Conservative Growth Fund | PER0016AU | |
| Perpetual Diversified Growth Fund | PER0123AU | |
| Perpetual Balanced Growth Fund | PER0017AU | |
| BlackRock Scientific Diversified Growth | PER0204AU |
Managed Funds - Perpetual WealthFocus Pension
Fund Name |
Constituents |
APIR |
| Perpetual Cash | PER0005AU | |
| Perpetual WealthFocus Pension Plan - Investment Book | Schroder Fixed Income | PER0369AU |
| Macquarie Income Opportunities | PER0155AU | |
| Perpetual Diversified Income | PER0285AU | |
| Vanguard Australian Property Securities Index | PER0159AU | |
| Fidelity Australian Equities | PER0416AU | |
| Perpetual Australian Share | PER0014AU | |
| Perpetual Industrial Share | PER0010AU | |
| Schroder Australian Equities | PER0150AU | |
| Vanguard Australian Shares Index | PER0159AU | |
| Aberdeen Actively Hedged International Equities | PER0091AU | |
| Magellan Global | PER0079AU | |
| MFS Global Equity | PER0525AU | |
| Vanguard International Share Index (Hedged) | PER0528AU | |
| Walter Scott Global Equity (Hedged) | PER0529AU | |
| BlackRock Global Small Cap | PER0133AU | |
| BlackRock Scientific Diversified Stable | PER0087AU | |
| Perpetual Conservative Growth Fund | PER0016AU | |
| Perpetual Diversified Growth Fund | PER0129AU | |
| Perpetual Balanced Growth Fund | PER0015AU | |
| BlackRock Scientific Diversified Growth | PER0086AU |
Managed Funds - Perpetual Select Investment
To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.
Fund Name |
Constituents |
APIR |
|
Perpetual Select Fixed Income Fund |
PER0252AU |
|
|
Perpetual Select Real Estate Fund |
PER0254AU |
|
|
Perpetual Select Australian Share Fund |
PER0255AU |
|
|
Perpetual Select Intl Shares Fund |
PER0256AU |
|
|
Perpetual Select Diversified Fund |
PER0248AU |
|
|
Perpetual Select Balanced Fund |
PER0249AU |
|
|
Perpetual Select Growth Fund |
PER0251AU |
Managed Funds - Perpetual Select Super and Pension
Fund Name |
Constituents |
APIR |
|
Select Cash |
WDL0004AU |
|
|
Select Australian Share Fund |
WDL0001AU |
|
|
Select International Share Fund |
WDL0009AU |
|
|
Select Diversified Fund |
PER0636AU |
|
|
Select Australian Share Fund |
WDL0001AU |
|
|
Select International Share Fund |
WDL0009AU |
|
|
Select Conservative Fund |
WDL0005AU |
|
|
Select Diversified Fund |
PER0636AU |
|
|
Select Balanced Fund |
WDL0008AU |
|
|
Select Growth Fund |
WDL0008AU |
|
|
Select High Growth Fund |
WDL0006AU |
|
|
Select Cash |
WDL0014AU |
|
|
Select Conservative Fund |
WDL0015AU |
|
|
Select Diversified Fund |
PER0635AU |
|
|
Select Balanced Fund |
WDL0012AU |
|
|
Select Growth Fund |
WDL0018AU |
To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.
Fund Name |
Constituents |
APIR |
|
Macquarie Treasury Fund |
ALL0004AU |
|
|
TaxPaid Term Deposits Portfolio |
ALL0028AU |
|
|
PIMCO EQT Wholesale Australian Bond Fund |
ALL0016AU |
|
|
PIMCO EQT Wholesale Global Bond Fund |
ALL0008AU |
|
|
Schroder Credit Securities Fund |
ALL0007AU |
|
|
iShares Wholesale Australian Bod Index Fund |
ALL0025AU |
|
|
iShares Wholesale Australian Listed Property Index Fund |
ALL0026AU |
|
|
iShares Wholesale Australian Listed Property Index Fund |
ALL0019AU |
|
|
iShares Hedged International Equity Index Fund |
ALL0020AU |
|
|
iShares Wholesale International Equity Index Fund |
ALL0033AU |
|
|
Perpetual Industrial Fund |
ALL0026AU |
|
|
Perpetual Australian Share Fund |
ALL0009AU |
|
|
Perpetual Geared Australian Share |
ALL0009AU |
|
|
Perpetual ESG Australian Share Fund (ASX:GIVE) |
ALL0023AU |
|
|
Perpetual Balanced Growth |
ALL0010AU |
Fund Name |
Constituents |
APIR |
|
|
PER0392AU |
|
|
PER0558AU |
||
|
Implemented Australian Share Portfolio |
PER0708AU |
|
|
Implemented Fixed Income Portfolio |
PER0710AU |
|
|
Implemented Inter Share Portfolio |
PER0711AU |
|
|
Implemented Real Estate Portfolio |
PER0712AU |
|
|
Perpetual Growth Opportunities Fund |
PER0437AU |
|
|
Perpetual Income Opportunities Fund |
PER0436AU |
|
|
Perpetual Exact Market Cash Fund |
PER0258AU |
|
|
Perpetual Pure Microcap Fund |
PER0704AU |
|
|
Perpetual Pure Value Share Fund |
PER0439AU |
|
|
Perpetual ESG Australian Share Fund |
PER0049AU |
|
|
Perpetual ESG Credit Income Fund |
PER1744AU |
|
|
Perpetual Concentrated Equity Fund |
PER0102AU |
|
|
Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE) |
PER0116AU |
|
|
Perpetual Geared Australian Share Fund |
PER0071AU |
|
|
Perpetual High Grade Floating Rate Fund Class R |
PER0562AU |
|
|
Perpetual Industrial Share Fund |
PER0046AU |
|
|
Perpetual SHARE-PLUS Long-Short Fund |
PER0072AU |
|
|
Perpetual Smaller Companies Fund |
PER0048AU |
|
|
Perpetual High Grade Floating Rate Fund - Class R |
PER0562AU |
|
|
Perpetual ESG Credit Income Fund |
PER1744AU |
Fund Name |
|
APIR |
|
|
AAP0104AU |
|
|
|
BFL0004AU |
|
|
|
CIM0006AU |
|
|
|
VAN0004AU |
|
|
|
VAN0002AU |
|
|
|
VAN0003AU |
|
|
|
VAN0105AU |
|
|
|
HOW0121AU |
|
|
|
HOW0098AU |
|
|
|
MAQ0464AU |
|
|
|
OPS8304AU |
|
|
|
ETL0434AU |
|
|
BFL0001AU |
||
|
BLK9445AU |
||
|
ETL0521AU |
||
|
ETL5525AU |
||
|
PIM4357AU |
||
|
GMO1979AU |
||
|
HOW0034AU |
||
|
HOW0035AU |
||
|
DEU0109AU |
||
|
BLK9675AU |
||
|
BLK4014AU |
||
|
BLK3501AU |
||
|
BLK6390AU |
||
|
BLK7938AU |
||
|
BLK4709AU |
||
|
BLK1402AU |
||
|
BLK4812AU |
||
|
BLK9419AU |
||
|
IOF0113AU |
||
|
IOF0145AU |
||
|
LAZ0014AU |
||
|
SSB8320AU |
||
|
MAQ0211AU |
||
|
MGE0002AU |
||
|
SSB0026AU |
||
|
ETL0041AU |
||
|
MIA0001AU |
||
|
WFS0285AU |
||
|
PER0011AU |
||
|
PIC6396AU |
||
|
ETL0458AU |
||
|
PER0731AU |
||
|
WHT0015AU |
||
|
Resolution Capital Global Property Securities Fund (Unhedged) - Series II |
IOF0184AU |
|
|
PIM1038AU |
||
|
SCH0101AU |
||
|
DDH0002AU |
||
|
ETL0052AU |
||
|
PER4964AU |
||
|
ETL0071AU |
||
|
HML0016AU |
||
|
SBC0007AU |
||
|
VAN0018AU |
||
|
MAQ0410AU |
||
|
|
ZUR0064AU |
|
|
PER0270AU |
||
|
FSF1675AU |
||
|
PIM3026AU |
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Singapore
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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.
Europe
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.