Perpetual Wholesale Funds are designed for individual and wholesale investors, super fund trustees and investor directed portfolio services with $50,000 or more to invest.

Cost effective, no contribution or exit fees

Due to the larger scale of your investment, you can benefit from lower management fees by using Perpetual Wholesale Funds, compared to other retail managed funds with lower initial investment amounts. Also, no contribution or exit fees apply.

Flexibility

A minimum total initial investment of $50,000 and no minimum investment amount per Fund gives you the flexibility to structure your investment portfolio to best suit your needs.

Diverse investment menu

All Funds are professionally managed by Perpetual and offer access to all major asset classes including Australian and international shares, property, fixed income, cash and specialised investments. View all funds and performance. 

Features to easily manage your investments

• Online access 
• Invest via BPay or direct debit.

Need advice?

If you need advice about investing, we recommend you speak to your financial adviser or contact Perpetual Private Clients.