Perpetual Limited

Perpetual Private is delighted to announce our Income Opportunities Fund and Growth Opportunities Fund have both maintained their Superior 4-star SQM rating. The SQM report recognises our highly experienced portfolio management team and their strong backgrounds in multi asset portfolio construction and the alternatives asset class. SQM Research provides industry respected ratings and external research on Australian investment funds. For more information on our opportunities funds please click here: https://lnkd.in/gfnaWxsJ Kyle Lidbury, CFA CAIA Alan Logan Lydia Kav David Blunt, CAIA, GAICD Hugo Agudo Amanda Chow, CFA

In case you missed it, portfolio managers Alex Patten and James Rutledge joined GFM Wealth Advisory for a Meet The Manager discussion on microcaps, portfolio positioning and emerging opportunities – tune in below. Thanks for having us! #podcast #ASX #microcaps

This week Roxanne Gorman, Partner at Perpetual Private, appeared on ausbiz to highlight a significant trend: Australian women are set to inherit 65% of intergenerational wealth over the next decade. This, coupled with the rise of successful professional women, underscores the importance of having advisers who understand women’s unique needs, to guide women through inheritance and wealth creation. At Perpetual Private, our national program, Advice for Women, by Women, is dedicated to helping women achieve their financial goals and secure their future. Chemere Brown GAICD Carolyn O'Reilly Marisa Senese Kathy Porter Elysse Lorenti CFP® Peter Whittington Andrew Baker Tania Cecconi Mark Smith

Perpetual's wealth management team are proud to support this fantastic initiative by Barnardos Australia. Mark Smith, Jane Magor, Ellen Baker

An incredible She Gives event today celebrating women’s leadership in philanthropy with Governor-General Her Excellency Sam Mostyn AC and 50 of Australia’s most prominent women in giving.   Perpetual is proud to be a Major Supporting Partner of the She Gives campaign, a national initiative to unlock the catalytic potential of women’s giving and accelerate positive social change.   We are also honoured to carry out the philanthropic wishes of many women clients, who are making a significant impact in the areas they’re passionate about, through their active philanthropy or their legacies.   Understanding the unique perspectives that women bring to giving is something we pride ourselves on, and this extends beyond philanthropy and into how we work more broadly with our clients, and aligns with the recent launch of our Advice for women, by women initiative. #SheGives #WomenInPhilanthropy #AustralianPhilanthropy #AdviceforWomen Caitriona (Cat) Fay Melissa Smith She Gives Noble Ambition Perpetual NFP and Philanthropy

The Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE) donates a portion of the performance fee it earns to charity and this year we are proud to continue our journey of community giving by donating to LifeChanger Foundation, a preventative mental health and wellbeing non-profit that empowers young people to live thriving, resilient lives. The donation from GIVE is in addition to the $150,000 Perpetual Group donated to LifeChanger in 2024 to help the delivery of their critical programs into schools. GIVE focuses on investing predominately in quality Australian shares that meet Perpetual’s ESG and values-based criteria, giving investors an opportunity to align their investments with their personal values and ESG preferences. For more information about Perpetual’s support for communities, please view Perpetual’s FY24 Sustainability Report here: https://lnkd.in/gmUXDUB6 To learn more about the fund, visit: https://lnkd.in/grAur6G4

Earlier this month, Perpetual Private’s Chief Investment Officer, Kyle Lidbury, CFA CAIA attended and spoke at the inaugural WealthLeaders Forum hosted by WealthLeaders eXchange in Sydney. Kyle shared his insights on Alternatives and the opportunities this growing asset class can provide to investors. Hear more from Kyle on the benefits of Alternative solutions in the below video.

Advice for women, by women - get to know Roxanne Gorman, Partner, Private Clients. “What I love most about my role is getting to know my clients, building a relationship with them and helping them reach their goals. I love the strategy work behind this role just as much as the investments side. I also think it's important to have female role models in the finance industry. As a mother of two girls, I believe it's important for women to be financially aware and astute. Many women have historically tended to default to their male partner, but finance isn't that complex. Women are very strategic, they're running households, managing families, organising everything for both themselves and those around them. They just have to believe in themselves.”

We are thrilled to share that eight Perpetual Private advisers have been named in Barron’s Top 150 Financial Advisers in Australia. This esteemed list highlights the leading professionals in the field, determined through an extensive national survey that evaluates the assets managed for clients, fees and revenue generated, and the overall quality of the adviser’s practice. This recognition is a testament to their unwavering commitment to excellence and putting their clients first. Daniel Tomé Jamie Cockerill Mark Vignaroli Daniel Gallacher Andrew Parker, Liz Wheatley Constantine Maglis Steven de Natris, Mark Smith Peter Whittington Chemere Brown GAICD, Tania Cecconi at Perpetual Adam Balsamo Andrew Baker Caitriona (Cat) Fay

Think inflation’s behind us? Think again. The corrosive effects of rising prices are only now showing in portfolios. Here, portfolio manager @Sean Roger explains what to look for: https://lnkd.in/geHaxk4X #equities #inflation #portfoliomanagement