March 01, 2015 12:40 PM ET

Capital Markets

Company Overview of Perpetual Investment Management Limited

Company Overview

Perpetual Investment Management Limited is a privately owned investment manager. The firm primarily provides its services to institutional and retail clients. It manages mutual funds for its clients. The firm invests in the public equity and fixed income markets across the globe with a focus on Australia. It employs fundamental analysis with bottom up approach to make its investments. The firm benchmarks the performance of its portfolios against the S&P/ASX300 Accumulation Index. It conducts in-house research to make its investments. Perpetual Investment Management Limited is based in New South Wales, Australia. The firm operates as a subsidiary of Perpetual Limited.

Level 12

Angel Place

123 Pitt Street

Sydney, NSW 2000



61 2 9229 9000


61 2 8256 1473

Key Executives for Perpetual Investment Management Limited

Chief Operating Officer
Co-Chief Investment Officer and Equity Manager
Co-Chief Investment Officer and Equity Manager
Head of Credit
Head of Mortgages and Chairman of the Credit Committee
Compensation as of Fiscal Year 2014.

Perpetual Investment Management Limited Key Developments

Perpetual Investment Announces Earnings Results for the Six Months Ended December 31, 2014

Perpetual Investment announced earnings results for the six months ended December 31, 2014. For the six months, the company announced total revenues of AUD 119.3 million compared to AUD 109.5 million for the same period a year ago. EBITDA was AUD 66.1 million compared to AUD 61.4 million for the same period a year ago. Profit before tax was AUD 60.3 million compared to AUD 56.2 million for the same period a year ago.

Perpetual Investments Launches New Global Share Fund

Perpetual Investment Management Limited has launched new Global Share Fund to offer clients a new equities capability to meet the demand from Australian investors. Michael Gordon, Group Executive Perpetual Investments, said the launch of its Global Share Fund is a logical extension of Perpetual's highly regarded equities investment business and follows a three and a half year incubation period. This performance would have positioned the Fund in the first quartile for one, two and three years when compared to relevant peers in the Mercer Australian Institutional Universe Surveyii.

Perpetual Investments Reports Earnings Results for the Second Half and Year Ended June 30, 2014

Perpetual Investments reported earnings results for the second half and year ended June 30, 2014. For the year, the company reported revenue of AUD 222.5 million against AUD 195.9 million a year ago. EBITDA was AUD 125.2 million against AUD 98.2 million a year ago. Profit before tax was AUD 113.6 million against AUD 87.2 million a year ago. For the second half, the company reported revenue of AUD 113.0 million against AUD 109.5 million a year ago. EBITDA was AUD 63.8 million against AUD 61.4 million a year ago. Profit before tax was AUD 57.4 million against AUD 56.2 million a year ago.

Recent Private Companies Transactions

August 11, 2014
Treasury Wine Estates Limited
April 27, 2014
Goodman Fielder Ltd.

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