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Pricing & Performance Portfolio Holding Disclosure


PERPETUAL IS TRUSTED TO PROTECT AND GROW OUR CLIENTS’ WEALTH SINCE 1886

slide 1 of 3


THE PERPETUAL GROUP FY23 SUSTAINABILITY REPORT

Learn more Download the FY23 Sustainability Report


INVESTING FOR INCOME AND GROWTH?

Invest in PIC of the crop

Learn more


A TRULY GLOBAL ASSET MANAGER

Learn more


THE PERPETUAL GROUP FY23 SUSTAINABILITY REPORT

Learn more Download the FY23 Sustainability Report
   
 * Find out more about our performance against our sustainability strategy,
   Perpetual’s Prosperity Plan.
 * Traded just like any stock, ASX: PIC provides easy access to a diverse
   portfolio of Australian and global shares.
 * Discover the extensive array of investment capabilities offered by our global
   multi-boutique asset management business.
   

DECEMBER 15, 2023. WE WOULD LIKE TO REMIND YOU TO BE AWARE OF SCAMMERS FALSELY
IMPERSONATING MEMBERS OF PERPETUAL’S INVESTMENTS OR ADVICE TEAMS TARGETING
INVESTORS AND FUND-RAISING THROUGH UNSOLICITED EMAILS AND ON SOCIAL MEDIA. THESE
ARE NOT LEGITIMATE APPROACHES FROM PERPETUAL LIMITED, AND PERPETUAL
REPRESENTATIVES WILL NEVER MAKE AN UNSOLICITED INVESTMENT OFFER, PROVIDE
UNSOLICITED INVESTMENT ADVICE OR UNSOLICITED STOCK TIPS VIA EMAIL OR SOCIAL
MEDIA.

WE URGE INVESTORS TO BE VIGILANT ABOUT UNEXPECTED AND SUSPICIOUS EMAILS AND
SOCIAL MEDIA, THAT CLAIM TO REPRESENT PERPETUAL LIMITED. PLEASE CLICK BELOW TO
FIND OUT HOW YOU CAN REPORT IT, AND FOR RESOURCES ON PROTECTING YOURSELF.

READ MORE

HOW CAN WE HELP YOU?

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TRUST IS EARNED EVERY DAY

Perpetual Group is a global financial services organisation and our purpose is,
and has always been, to create enduring prosperity. We have been earning the
trust of our clients for more than 135 years and pride ourselves on our
long-standing client relationships, some of which span five generations. We aim
to be the most trusted brand in financial services.

More about our company


WE HELP PROTECT AND GROW OUR CLIENTS’ WEALTH

We are an expert adviser to high net worth individuals, families and businesses,
a leading provider of corporate trustee services and one of Australia's most
trusted investment managers. Our recent acquisition of Pendal Group Limited
brings together two of Australia’s most respected active asset management brands
to create a global leader in multi-boutique asset management.

Explore asset management Explore wealth management Explore corporate trust


OUR COMMITMENT TO SUSTAINABILITY

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slide 1 of 1

Creating enduring prosperity has been at the heart of what we do for more than
135 years. As part of our approach to sustainability we are helping our clients
navigate the low carbon transition, building an inclusive, high-performance
culture, strengthening local communities and upholding good governance,
accountability and integrity in all we do.

 

Learn more




FEATURED NEWS AND INSIGHTS

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Research and Reports

BREAKING BONDS: HOW PRIVATE CREDIT IS RESHAPING INVESTMENT PORTFOLIOS

20 December 2023
by Perpetual Wealth Management
Financial Advice

2023 MARKET REFLECTIONS AND THE YEAR AHEAD

12 December 2023
by Perpetual Wealth Management
Investments

VINCE PEZZULLO: HOW TO POSITION PORTFOLIOS FOR A HARD LANDING

11 December 2023
by Vince Pezzullo
Investments

GREG STOCK: WHY TRACKING THE BOND INDEX COULD BE SELLING YOU SHORT

5 December 2023
by Perpetual Asset Management
Investments

VIVEK PRABHU: WHY BONDS ARE OUTSHINING EQUITIES – AND WHAT IT MEANS FOR
INVESTORS

28 November 2023
by Perpetual Asset Management


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