The Perpetual Trust investment philosophy is based on understanding your needs as an investor, including income and capital growth needs, your time horizon and risk tolerance.
Risk is managed through diversification with a disciplined approach to asset allocation and investment selection. The Perpetual Trust Investment Committee oversees the asset allocation framework and vets each security before it is authorised as an approved investment. Each of our funds are legally separate from each other.
We consider ourselves to be conservative investors and prefer careful investing for long-term gain rather than chasing unpredictable short-term performance.
Perpetual Trust is recognized as an authorised trustee company under the Trustee Companies Act 1967.
As a trustee, we put your interests first.