Perpetual Investments recognised at Zenith Fund Awards

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Perpetual Investment Management Limited recently won the Multi Asset – Real Return category at the 2019 Zenith Fund Awards for the Perpetual Diversified Real Return Fund (the Fund). The award was accepted by Perpetual Investments’ Head of Multi Asset, Michael O’Dea. Mr O’Dea said, “It’s fantastic to receive this acknowledgement from Zenith, and we very […]

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The investment challenge – balancing longevity and sequencing risk for Australian investors

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For many Australians, the primary goal of investing is to accumulate sufficient assets to fund a comfortable retirement. Whether it’s joining the grey nomads travelling the Australian countryside, seeing more of the world or spending quality time with the grandkids, each and every Australian has plans for their retirement. Throughout the savings journey, the investment […]

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Giving Australia 2016 helps NFPs chart a course for the future

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Perpetual, one of Australia’s largest managers of philanthropic funds, has welcomed the launch of the full Giving Australia 2016 – Philanthropy and philanthropists report, the largest research initiative of its kind in Australia. To mark the launch, Perpetual today held an event for not-for-profit and philanthropy clients and partners, where attendees had the exclusive opportunity […]

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Value or growth?

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One of the great investment debates centres on whether you should be a value or a growth investor. We believe there’s more than enough evidence to support the view that value investing has delivered superior returns over the long term. Chart 1 shows the performance on the S&P 500 Value and Growth indices over the […]

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Perpetual Investments announces new GM Distribution

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Perpetual has announced Matt Thompson is the new General Manager of Distribution for Perpetual Investments, effective 17 October. Mr Thompson has held the role of Head of Wholesale Business in Perpetual Investments for the last three years and joined Perpetual in early 2012. His promotion follows the resignation of Dean Winterton, current GM, Distribution. Perpetual […]

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Five out of five for Perpetual’s Diversified Real Return Fund

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The Perpetual Diversified Real Return Fund (the Fund) has exceeded its targeted return of CPI +5%p.a. to deliver net returns of 7.5% per annum over a rolling five-year period to 31 December 2015. The Fund delivered volatility of just 3.5% per annum compared to the ASX200’s annualised volatility of 12.2% during the same five-year period[1]. […]

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Perpetual appoints David Kiddie as Group Executive Perpetual Investments

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Perpetual has announced the appointment of David Kiddie to the position of Group Executive, Perpetual Investments effective February 2016. Mr Kiddie will lead the Perpetual Investments business including the investment management, distribution, product and operations teams. Perpetual Investments has $28.4 billion[1] of funds under management. He replaces Michael Gordon whose retirement was announced in August […]

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Perpetual Investments expands its global equities offering with two new hires

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Perpetual Investments has announced the appointment of two global equities analysts to further bolster its team as it grows its global equities strategy. Experienced global value investors Tim Cheung and Abbey Cook will be joining the team during the next six weeks to expand Perpetual’s stock analysis across global companies. Head of Equities Perpetual Investments, […]

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Perpetual Investments hires James Holt as Senior Investment Specialist

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Perpetual Investments has appointed James Holt as Senior Investment Specialist. In this role, Mr Holt will provide technical investment advice and support to advisers, on a range of asset classes and Perpetual Investments funds. Mr Holt will join Perpetual Investments in early December from Zurich and brings to the role 18 years’ experience in the […]

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Advisers say growth in SMSFs is behind LIC resurgence: Perpetual Investments survey

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PIC continues to gain positive ground; included on major wrap platforms and APLs More than half of advisers surveyed at a recent Perpetual Equity Investment Company Limited (ASX: PIC) roadshow cited the growth of the SMSF market (57%) as one of the main drivers behind the resurgence of listed investment companies (LICs). Other drivers included […]

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