Perpetual Investment Management runs 11 funds available to UK investors on Funds Benchmark, with £4.1B in combined assets under management. The book is concentrated in Equity (5 funds), ARIS (2 funds), Multi-Asset (2 funds), with smaller allocations across 1 other asset class. The average ongoing charge (OCF) across the range is 0.01% — competitive for actively-managed funds.
| # | Fund | 1Y | AUM | OCF |
|---|---|---|---|---|
| 1 |
ARIS
Perpetual Share Plus Long Short Fund
AU60PER85903
|
+20.3% | — | 0.01% |
| 2 |
Multi-Asset Global
Perpetual Diversified Income Fund
AU60PER10588
|
+18.5% | £3.2B | 0.00% |
| 3 |
ARIS Australia
Perpetual SHARE-PLUS Long-Short Fund
AU60PER00720
|
+17.4% | £881M | 0.01% |
| 4 |
Equity
Perpetual Barrow Hanley Global Share
AU60PER07337
|
+14.9% | — | 0.01% |
| 5 |
Equity
Perpetual Private International Share
AU60PER02569
|
+11.2% | — | 0.01% |
| 6 |
Equity
Perpetual Private Australian Share
AU60PER02551
|
+9.7% | — | 0.01% |
| 7 |
Multi-Asset
Perpetual Charitable and Community Investor
AU60PER03922
|
+9.7% | — | 0.01% |
| 8 |
Bond
Perpetual Private Fixed Income
AU60PER02528
|
+9.3% | — | 0.01% |
| 9 |
Equity
Perpetual Industrial Share Fund
AU60PER00464
|
+6.8% | — | 0.01% |
| 10 |
Equity
WealthFocus Perpetual Industrial Share Fund
AU60PER00118
|
+6.5% | — | 0.01% |
| 11 |
Bond
Perpetual Diversified Income
AU0000405474
|
— | — | — |
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We list 11 Perpetual Investment Management funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.
Perpetual Investment Management's largest exposure is in Equity alongside 3 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.
Open any Perpetual Investment Management fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.
Across the Perpetual Investment Management retail share classes we cover, the average ongoing charge (OCF) is 0.01%. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.
The table above lists every Perpetual Investment Management fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.