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Annual reports

Annual reports

Perpetual products and funds.

Annual Reports for 2026

Product/Fund
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Investments
 

Barrow Hanley Global Share Fund

Annual Report 2026

Barrow Hanley Emerging Markets Fund

Annual Report 2026

Perpetual Active Fixed Interest Fund

Annual Report 2026

Perpetual Active Income

Annual Report 2026

Perpetual's Australian Share Fund

Annual Report 2026

Perpetual Balanced Growth Fund No.2

Annual Report 2026

Perpetual Charitable & Community Investor Fund

Annual Report 2026

Perpetual Charitable Endowment Fund

Annual Report 2026

Perpetual Credit Income Fund

Annual Report 2026

Perpetual Diversified Income Fund

Annual Report 2026

Perpetual Diversified Private Debt Fund

Annual Report 2026

Perpetual Dynamic Fixed Income Fund

Annual Report 2026

Perpetual Multi Strategy Income Fund (formerly known as Perpetual Economic Diversification Global Equity Fund)

Annual Report 2026

Perpetual ESG Australian Share Fund

Annual Report 2026

Perpetual ESG Credit Income Fund

Annual Report 2026

Perpetual Exact Market Return Fund

Annual Report 2026

Perpetual Growth Opportunities Fund

Annual Report 2026

Perpetual High Grade Floating Rate Fund

Annual Report 2026

Perpetual Income Opportunities Fund

Annual Report 2026

Perpetual Industrial Share Fund (also known as WealthFocus Perpetual Industrial Share Fund)  

Annual Report 2026

Perpetual Institutional Cash Management Trust

Annual Report 2026

Perpetual International Share Fund (also known as WealthFocus Barrow Hanley Global Share Fund)  

Annual Report 2026

Perpetual Loan Fund

Annual Report 2026

Perpetual Private Investment Funds

Annual Report 2026

Perpetual Private RI Australian Share Fund

Annual Report 2026

Perpetual Private RI Fixed Income Fund

Annual Report 2026

Perpetual Private RI International Share Fund

Annual Report 2026

Perpetual Pure Credit Alpha Fund

Annual Report 2026

Perpetual Pure Equity Alpha Fund

Annual Report 2026

Perpetual Pure Microcap Fund

Annual Report 2026

Perpetual Pure Value Share Fund

Annual Report 2026

Perpetual Smart Beta Emerging Market Equities Fund

Annual Report 2026

Perpetual Strategic Capital Fund  

Annual Report 2026

Perpetual WealthFocus Investment Advantage Fund

Annual Report 2026

Perpetual Wholesale International Share Fund  

Annual Report 2026

Perpetual Wholesale Smaller Companies Fund No.2  

Annual report 2026

Trillium ESG Global Equity Fund

Annual Report 2026

Trillium Global Sustainable Opportunities Fund

Annual Report 2026

 

Perpetual Investment Funds

Product/Fund
Download
Investments
 

Perpetual Income Share Fund

Perpetual Geared Australian Share Fund

Perpetual Wholesale Industrial Fund

Perpetual Smaller Companies Fund

Perpetual Diversified Growth Fund

Perpetual Global Allocation Alpha Fund

Perpetual ESG Real Return Fund

Perpetual Australian Share Fund

Perpetual Concentrated Equity Fund

Perpetual SHARE-PLUS Long-Short Fund

Perpetual Diversified Real Return Fund

Perpetual Conservative Growth Fund

Perpetual Balanced Grown Fund


Annual report 2026

Perpetual Superannuation Funds

Product/Fund
Download
   

Perpetual Select Super Plan

Perpetual Select Pension Plan

Annual Financial Report 2025

The Annual Fund Information Report 2025 

Perpetual WealthFocus Super Plan

Perpetual WealthFocus Pension Plan

Annual Financial Report 2025

Fund Report 2025

Perpetual Super Wrap

Annual Financial Report 2025

Annual Fund Information Report 2025

Annual reports archive