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Invest with us

It is easy and quick to invest directly online in one of our funds

How to invest

Investing online now

Investing with us is simple and easy. You can invest online today. Choose a Trust below and click ‘invest now’ to begin. Be sure you have read the corresponding PDS before investing

Australian Shares

This portfolio provides you a diverse selection of Australian listed companies with a strong focus on strong balance sheets, good dividends, good management and low debt.

Unit Price (Entry)
17 Jan 2018

1.7041

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)
17 Jan 2018

1.6939

APIR code

IOF0200AU

BPAY billing code

29561

Shares for Income

This portfolio provides you regular monthly income payments, generated by a diverse selection of Australian listed companies.

Unit Price (Entry)
17 Jan 2018

1.1101

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)
17 Jan 2018

1.1035

APIR code

IOF0078AU

BPAY billing code

29579

Active Plus

The Trust provides an actively managed exposure to a concentrated portfolio of Australian shares.

Unit Price (Entry)
17 Jan 2018

1.0669

Product Disclosure Statement
PDS issue date

24 May 2017

Unit Price (Exit)
17 Jan 2018

1.0605

APIR code

WPC6780AU

BPAY billing code

269290

Wealth Defender

Wealth Defender’s investment strategy is to actively manage a portfolio of shares throughout market cycles, with the aim of enhancing long term performance outcomes by maximising returns when markets rally and reducing the magnitude of significant losses when markets fall.

Unit Price (Entry)
17 Jan 2018

1.0859

Product Disclosure Statement
PDS issue date

26 April 2017

Unit Price (Exit)
17 Jan 2018

1.0794

APIR code

IOF0228AU

BPAY billing code

969287

Smaller Companies

The portfolio invests in a range of smaller listed companies predominantly outside the ASX top 100 Index which Perennial Value believes have sustainable operations and whose share price offers good value.

Unit Price (Entry)
17 Jan 2018

1.0501

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)
17 Jan 2018

1.0438

APIR code

IOF0214AU

BPAY billing code

29819

Microcap Opportunities

The portfolio invests in a range of listed and unlisted companies predominantly comprised of small and microcap stocks which we believe have sustainable operations and whose share price offers good value.

Unit Price (Entry)
17 Jan 2018

1.4946

Product Disclosure Statement
PDS issue date

30 September 2017

Unit Price (Exit)
17 Jan 2018

1.4857

APIR code

WPC3982AU

BPAY billing code

266312

Australian Shares Wholesale

The portfolio invests in a range of companies listed (or soon to be listed) on the ASX which we believe have sustainable operations and whose share prices offer good value.

Unit Price (Entry)
17 Jan 2018

1.3833

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)
17 Jan 2018

1.3751

APIR code

IOF0206AU

BPAY billing code

29686

Volatility Alpha

The portfolio will take positions in equity derivatives that provide volatility exposure, such as futures and options on the (CBOE S&P 500 Volatility Index (VIX)).

Unit Price (Entry)
17 Jan 2018

1.0254

Contact us

Investors in this Trust must be deemed ‘sophisticated’. For a PDS, brochure, or application form, please contact a Perennial Client Service Representative on 1300 730 032 or email us

Unit Price (Exit)
17 Jan 2018

1.0213

Talk to our expert team

For more information on how we can meet you investment needs, talk to one of our experts.