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Terms of use

Terms of use

Investment Manager: Perennial Value Management Limited, ABN: 22 090 879 904  ASFL No: 247293.

Responsible Entity: Perennial Investment Management Limited, ABN 13 108 747 637 AFS Licence No. 275101 (PIML) (collectively “Perennial”).

By accessing this website, and the services and other sites accessible through the site, you agree to the following terms and conditions.

Purpose of information

The information on this site has been published as an information service. It should be used as general information only. It does not take into account any investor’s particular circumstances, investment objectives and needs. Each investor should assess, or in consultation with appropriate professional advisers assess, whether the information is suitable for his or her particular needs, financial situation and investment objectives.

Currency, completeness and accuracy of information

While all reasonable care has been taken in producing and updating this information, there may be inaccuracies, errors or omissions in the information available on this site. Perennial, its directors and employees, do not give any warranty, make any representation as to, or accept responsibility for, the accuracy, reliability, timeliness or completeness of this information, now or in the future.

Third party information

This site may provide information, articles and material that are clearly identifiable as a product of an independent third party. Access to such products is provided for your interest and convenience only. Perennial is not responsible for the contents or accuracy of these products, and the opinions expressed in the products should not be taken as recommendations or opinions of Perennial. No liability for any loss arising from any person relying, either wholly or partially, on information provided by third parties will be accepted by Perennial.

Links to other sites

Links to other sites are provided for your convenience only. Any such links do not constitute or imply endorsement or recommendations of any other company, product or service and should not be taken as recommendations or opinions of Perennial. Perennial does not control, and is not responsible for, the content or accuracy of any other site accessed via this site.

Applications to invest in trusts

Details about PIML trusts and how to invest are outlined in the current PDS.  Applications for investments in the PIML trusts can only be made by persons receiving the relevant offer documents (electronically or in hard copy) within Australian and New Zealand.  Applications from outside Australia and New Zealand will not be accepted. Investments in the trusts must be accompanied by an application form. The current relevant product disclosure statements, reference guides and application forms can be found on this website, under PDS and forms, by calling Perennial on 1300 730 032 or emailing Contractual arrangements, including any applicable management fee, may be negotiated with certain large investors.

No investment guarantee

Neither PIML nor any other related body corporate within the Perennial Group guarantees the repayment of capital or the performance of any investment product or any particular rate of return from any investment product, or any taxation consequences of investing in any of the products, where an investment in any of those products is made under the offer documents available from this website. The performance figures and unit prices available on this site are provided for information purposes only. They are not an offer to invest and should not serve as an investment recommendation or as investment advice.

You should seek independent financial and taxation advice.

Information available on, and provided from, this website does not take into account your investment objectives, particular needs or financial situation. While every effort has been made to ensure that the information within this website is accurate, its accuracy, reliability or completeness is not guaranteed. Gross performance does not include any applicable management fees or expenses. Net performance is based on redemption price to redemption price for the period and assumes that all distributions are reinvested. Annual management fees and other expenses are accounted for in the redemption prices. Past performance is not a reliable indicator of future performance. Unit prices may rise and fall with the value of the underlying assets.

Currency references

All currency references are references to Australian dollars (AUD), unless otherwise stated.


This website is the property of Perennial. Copyright in the material provided on, and available from this website, is owned by Perennial. The information contained within this website may be printed or downloaded for personal use only. The information may not otherwise be reproduced and must not be distributed or transmitted to any other person or used in any way without the express approval of Perennial.

Privacy policy

Protecting your privacy is important to us. The Perennial Group Privacy Policy is available from this website.


Perennial may vary these terms of use at any time. Your continued use of this website constitutes your acceptance of the terms of use as amended.

Governing Law

The use of this website and the provision of such facilities, products and services will be governed by the laws of Victoria.

For more information or questions about the terms of use, please contact us.

Zenith Fund Award 2018 Disclaimer

Zenith Fund Award 2018 Disclaimer

The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 5, 2018 and are solely statements of opinion and do not represent recommendations to purchase, hold or sell any securities or make any other investment decisions. Fund Awards are current for 12 months from the date awarded and are subject to change at any time. Fund Awards for previous years are referenced for historical purposes only. The use of the Fund Awards logo and artwork is limited to organisations which consent to these Terms of Use. Use of the logo implies this consent has been given. Any requests for variation of these terms of use must be made to:

Conexus Financial

Level 3

1 Bligh Street


Conexus Financial may terminate the licence to use the Professional Planner | Zenith Fund Awards logo at any time upon written notice.

Research Group Disclaimers#

Lonsec Research

The Lonsec Rating (assigned 22 March 2018) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold [Perennial Value Management] product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at:


IIR Research

IIR Disclaimer: This publication has been prepared by Independent Investment Research (Aust) Pty Limited trading as Independent Investment Research (“IIR”) (ABN 11 152 172 079), an corporate authorised representative of Australian Financial Services Licensee (AFSL no. 410381. IIR has been commissioned to prepare this independent research report (the “Report”) and will receive fees for its preparation. Each company specified in the Report (the “Participants”) has provided IIR with information about its current activities. While the information contained in this publication has been prepared with all reasonable care from sources that IIR believes are reliable, no responsibility or liability is accepted by IIR for any errors, omissions or misstatements however caused. In the event that updated or additional information is issued by the “Participants”, subsequent to this publication, IIR is under no obligation to provide further research unless commissioned to do so. Any opinions, forecasts or recommendations reflects the judgment and assumptions of IIR as at the date of publication and may change without notice. IIR and each Participant in the Report, their officers, agents and employees exclude all liability whatsoever, in negligence or otherwise, for any loss or damage relating to this document to the full extent permitted by law. This publication is not and should not be construed as, an offer to sell or the solicitation of an offer to purchase or subscribe for any investment. Any opinion contained in the Report is unsolicited general information only. Neither IIR nor the Participants are aware that any recipient intends to rely on this Report or of the manner in which a recipient intends to use it. In preparing our information, it is not possible to take into consideration the investment objectives, financial situation or particular needs of any individual recipient. Investors should obtain individual financial advice from their investment advisor to determine whether opinions or recommendations (if any) contained in this publication are appropriate to their investment objectives, financial situation or particular needs before acting on such opinions or recommendations. This report is intended for the residents of Australia. It is not intended for any person(s) who is resident of any other country. This document does not constitute an offer of services in jurisdictions where IIR or its affiliates do not have the necessary licenses. IIR and/or the Participant, their officers, employees or its related bodies corporate may, from time to time hold positions in any securities included in this Report and may buy or sell such securities or engage in other transactions involving such securities. IIR and the Participant, their directors and associates declare that from time to time they may hold interests in and/or earn brokerage, fees or other benefits from the securities mentioned in this publication.