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Invest with us

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)

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)

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)

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)

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)

Product Disclosure Statement
PDS issue date

24 May 2017

Unit Price (Exit)

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)

Product Disclosure Statement
PDS issue date

26 April 2017

Unit Price (Exit)

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)

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)

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 prices offer good value.

Unit Price (Entry)

Product Disclosure Statement
PDS issue date

30 September 2017

Unit Price (Exit)

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)

Product Disclosure Statement
PDS issue date

7 April 2017

Unit Price (Exit)

APIR code

IOF0206AU

BPAY billing code

29686

Sustainable Future

The Sustainable Future Trust is an actively managed portfolio of mainly smaller and mid-cap listed companies. The Trust avoids investing in companies that have more than 10% of revenue from thermal coal mining, oil, and gas, gambling, the production of weapons, or the sale of tobacco, alcohol, or unhealthy fast food.

Product Disclosure Statement
PDS issue date

October 2018

APIR code

WPC5600AU

Forms & Other Information

– Application

– Switch

– Change of  Details

– Change of  Name

– Additional Application

– Transferring Your Units

– Direct Debit Request

– Additional Information Booklet

– Tax File

– Redemption Request

– Order a PDS

– Anti Money Laundering

– Distribution Reinvestment Policy

– Appoint, Change or Cancel a Financial Adviser

Talk to our expert team

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