Perpetual Funds

Manager
+17.7%

£2.3M combined fund size · 2 asset classes.

How Perpetual 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 performance series available for this category
No composite is available for this category yet.

Funds
4
Fund size (GBP)
£2.3M
Asset classes
2
Average ongoing charge
n/a

Perpetual funds are covered on Funds Benchmark, with £2.3M in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Property. 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 funds in Find Funds or browse all Perpetual funds.

Asset class mix

What Perpetual funds are made of.
87.9%
Equity
  • Equity87.9%
  • Property12.1%
Equity is the largest at 87.9%. Share of fund assets, funds that disclose size.

Asset classes within this manager

Pick one to filter the funds and holdings below.
Equity 3 funds · 87.9% of assets +17.7% ▲ Average 1Y return
Property 1 fund · 12.1% of assets n/areturn not available

Largest Perpetual funds

The manager's biggest funds, to open or compare.

Top Perpetual funds by assets under management, one share class per fund.

Perpetual holdings

Positions that appear most often among the ten largest holdings of these funds.

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 funds by 1Y return

Up to 30 funds ordered by 1 year return to September 2026. Past performance is not a reliable guide to future returns.
Fund1Y returnFund size (GBP)OCF
Perpetual Barrow Hanley Global Share ManagedAU0000221384
Perpetual WF Super BT International ShareAU60PER02205 n/a £1.8M
Perpetual WF Super APN Property for IncomeAU60PER02015 n/a £277K
Perpetual WF Investment Advantage Goldman Sachs JBWere Australian InfrastructureAU60PER04417 n/a £188K
See all fundsA free account shows the full list.

Categories

Number of Perpetual funds in each FE sector.
Global2
Australia2

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 funds (4)

Equity (3)

Property (1)

Compare Perpetual funds side by side

See every Perpetual fund in one place, then pick up to 5 to compare on performance, holdings and fees.

Compare Perpetual funds

About Perpetual

Where can I find Perpetual fund prices and factsheets?

Every Perpetual 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 funds does Funds Benchmark cover?

Funds Benchmark covers the Perpetual 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 cover?

Perpetual'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 funds rated against peers?

Open any Perpetual 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 funds?

OCF data isn't currently available across the full Perpetual range. Check each fund's page for its OCF.

Where can I see Perpetual's top-performing funds?

The table on this page shows up to 30 Perpetual funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Perpetual funds and compare them with funds from other managers by performance, fees and asset class.