Perpetual Investment Management Funds
£2.2B combined fund size · 4 asset classes · average OCF 0.98%.
How Perpetual Investment Management funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Perpetual Investment Management funds are covered on Funds Benchmark, with £2.2B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Multi-asset, Alternatives, with smaller allocations across other asset classes. The average ongoing charge (OCF) across the range is 0.98%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Perpetual Investment Management funds in Find Funds or browse all Perpetual Investment Management funds.
Asset class mix
- Multi-asset78.7%
- Alternatives21.3%
- Equity0.0%
Asset classes within this manager
Largest Perpetual Investment Management funds
Top Perpetual Investment Management funds by assets under management, one share class per fund.
Perpetual Investment Management holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Perpetual Investment Management funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Perpetual Share Plus Long Short FundAU60PER85903 | ▲ +20.3% | n/a | |
| Perpetual Barrow Hanley Global ShareAU60PER07337 | |||
| Perpetual Diversified Income FundAU60PER10588 | ▲ +12.3% | £1.7B | |
| Perpetual Private International ShareAU60PER02569 | |||
| Perpetual Private Australian ShareAU60PER02551 | |||
| Perpetual Charitable and Community InvestorAU60PER03922 | |||
| Perpetual Private Fixed IncomeAU60PER02528 | |||
| Perpetual Industrial Share FundAU60PER00464 | |||
| Perpetual SHARE-PLUS Long-Short FundAU60PER00720 | ▲ +6.6% | £470.1M | |
See all fundsA free account shows the full list. | |||
| WealthFocus Perpetual Industrial Share FundAU60PER00118 | |||
| Perpetual Diversified IncomeAU0000405474 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Perpetual Investment Management funds (11)
Equity (5)
Multi-asset (2)
Alternatives (2)
Bonds (2)
Compare Perpetual Investment Management funds side by side
See every Perpetual Investment Management fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Perpetual Investment Management
Where can I find Perpetual Investment Management fund prices and factsheets?
Every Perpetual Investment Management fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Perpetual Investment Management funds does Funds Benchmark cover?
Funds Benchmark covers the Perpetual Investment Management funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Perpetual Investment Management cover?
Perpetual Investment Management's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Perpetual Investment Management funds rated against peers?
Open any Perpetual Investment Management fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Perpetual Investment Management funds?
Across the funds we cover, the average ongoing charge (OCF) is 0.98%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Perpetual Investment Management's top-performing funds?
The table on this page shows up to 30 Perpetual Investment Management funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Perpetual Investment Management funds and compare them with funds from other managers by performance, fees and asset class.