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Investor Education > Managed Funds > Perpetual



Perpetual logoPerpetual is an independent and diversified financial group that has cemented its position in Australia as a trusted products and services provider. Upon first entering the market in 1884, it distinguished itself with its innovative business model, which replaced individual trustees. Today, Perpetual is an ASX Top 200 listed company, managing $39.1 billion in funds as at June 2007.

Perpetual Investments offers a vast range of products for personal investment, superannuation and retirement as well as managing corporate funds. Its products are highly regarded within the industry and enjoy support from independent research houses as well as a number of awards.

The company caters to a broad spectrum of investors through its many asset classes, including Australian and international equities, property securities, infrastructure, mortgages, fixed interest and cash.

These Perpetual investment products can be accessed via 2020 DIRECTINVEST with 100% rebate of the entry fee:



Australian shares
International shares
Fixed income


Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds


St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Separately managed accounts
Wrap accounts


© 2020 DIRECTINVEST 2018   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

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