CPD: The many diversification benefits of global equities

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Most investors understand the basics of diversification, or at least understand the adage ‘don’t put all your eggs in one basket.’ However, many investors don’t understand the diversification benefits that arise from each and every asset class. Using global equities as an example, Perpetual explores the way an individual asset class can provide a range […]

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Perpetual enters into global strategic agreement with FundRock

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Perpetual Corporate Trust has entered into a global strategic cooperation agreement, a first for the business, announcing a partnership with FundRock Management Company (FundRock). The collaboration will enable clients from both brands to leverage the expertise and services offered in their respective core markets. FundRock is the premier independent fund management company in Europe employing […]

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Perpetual Corporate Trust bolsters presence in agricultural sector

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Perpetual Corporate Trust has been appointed as the Responsible Entity (RE) of the Vitalharvest Freehold Trust (ASX:VTL) managed by goFARM Asset Management. Perpetual Corporate Trust General Manager – Managed Fund Services, Vicki Riggio said: “We are delighted to be expanding into the listed agricultural sector. It is an area we feel is underrepresented in the […]

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Perpetual reveals NFP sector exposed to critical digital data risks

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NFPs underprepared for data management challenges 1 in 3 surveyed agree mismanagement of data major concern More than half of NFP board members unaware of the status of organisation’s data governance plan 43% of NFP board members agree protecting data is more important than using it; only 7% of employees agree Data is a currency […]

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Literary awards celebrate Australian female authors 

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A collection of stories that focus on life’s pivotal moments when fortunes can change, and a biography described as one of the strangest and most fascinating reads were announced as winners at the 2018 Kibble and Dobbie Literary Awards (the Kibble Awards). Fiona McFarlane’s The High Places, a collection of 14 stories, was announced as […]

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Perpetual three-year philanthropic partnership shifts focus to NFP data management

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For three years Perpetual and Stanford PACS have been on a mission tackle one of the biggest social issues that we’re faced with today; the management, protection and ownership of data and the implications for civil society. Data management came into scope long before we’d heard about Cambridge Analytica, social media manipulation or fake news; long before there was a general awareness about how […]

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Perpetual Corporate Trust appoints new General Manager

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Perpetual Corporate Trust yesterday announced the appointment of Vicki Riggio as General Manager, Managed Funds Services. In this role, Ms Riggio will be responsible for several areas including Custody, Wholesale Trustee, Responsible Entity Services, Investment Management for Managed Investment Trusts, and Perpetual’s Singapore business. Commenting on the appointment, the Group Executive of Perpetual Corporate Trust, […]

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Perpetual Global Share Fund receives Lonsec rating upgrade

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Perpetual has announced its Global Share Fund has received an upgraded ‘Recommended’ rating from Lonsec. Key strengths of the Fund recognised by Lonsec include the application of a long-standing and well-proven investment philosophy and process along with a track record of meeting investment objectives. Portfolio Manager Garry Laurence said: “Obtaining a rating takes time – […]

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Perpetual announces 1H18 results

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Perpetual Limited (Perpetual) has delivered solid results for the six months to 31 December 2017 with statutory net profit after tax (NPAT) of $68.1 million, up 3% and revenue of $266.8 million1 , up 6% on 1H17. The Board has determined to pay a fully franked interim dividend of 135 cents per share, up 4% […]

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Perpetual Equity Investment Company posts $20.7 million 

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1H18 profit; delivers increased returns to shareholders 1H18 Highlights: Strong operating profit after tax of $20.7m A fully-franked interim dividend of 3.0 cents per share, a 36% increase on 1H17 Investment portfolio performance for the 6 months to 31 December 2017 was 10.4%, outperforming the benchmark by 1.8%[1] The Net Tangible Asset backing per share […]

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