Wholesale Clients

Australian Equities at a glance

We focus on quality and value in managing Australian shares 

Our clearly defined, disciplined approach to Australian shares is based on bottom-up selection focusing on quality and value. Our in-house fundamental research is combined with experienced, focused and prudent portfolio management. Click on fund names in the table below to access Fund Overviews.

Visit Perpetual’s main site for access to all products.

Print Table
Name Description Available for Downloads
Institutional Masterfund
Perpetual Wholesale Australian Fund Long term capital growth and income by investing in quality industrial and resource shares. PDFPDS
Perpetual Wholesale Concentrated Equity FundLong term capital growth and income by investing in a select number of quality industrial and resource shares.PDFPDS
Perpetual Wholesale Ethical SRI FundLong term capital growth and income by investing in quality shares of socially responsible companies.PDFPDS
Perpetual Wholesale Geared Australian FundLong term capital growth by gearing (borrowing) to invest in quality industrial and resource shares.PDFPDS
Perpetual Wholesale Industrial FundLong term capital growth and income by investing in quality Australian industrial shares.PDFPDS
Perpetual Wholesale SHARE-PLUS Long-Short FundAims to provide long term capital growth and income through investment in quality industrial and resource shares and taking short positions in selected Australian shares.PDFPDS
Perpetual's Wholesale Smaller Companies Fund
(closed to new investors)
Long-term capital growth and income through investment in quality Australian industrial and resource shares outside of the S&P/ASX 50 Index, when first acquired.PDFPDS