2016 saw Perpetual record the highest profitability, dividend, client advocacy and employee engagement scores in five years.

• Perpetual Private launched a new Native Title and Community Trust to provide cost-effective investment options to indigenous communities with native title determination.
• Perpetual announced its inaugural IMPACT Philanthropy Partnership grants, which saw eight not-for-profit organisations receive a total of $6.2 million. 
• A.S. Patric won Australia’s most prestigious literary award, the Miles Franklin Literary Award, for his novel Black Rock White City. Perpetual is trustee of the award.

• Winner, Best Australian Share Fund – Money magazine’s Best of the Best Awards. ŸŸ
• Winner, Australian Equities Provider – SMSF Adviser SMSF Awards. ŸŸ
• Winner, Responsible Investments: Wholesale Ethical SRI Fund – Money Management / Lonsec Fund Manager of the Year Awards. ŸŸ
• Best New Product Launch: Diversified Real Return Fund – Financial Standard’s MAX Awards. ŸŸ
• Marketing Team of the Year – Financial Standard’s MAX Awards.

• Highest score in five years for client advocacy, one of the most reliable measures of client satisfaction and loyalty.
• 93% of Perpetual’s flagship funds were in the first or second quartile of the performance tables over five years¹. 
• The Perpetual SHARE-PLUS Long-Short Fund exceeded $1 billion in funds under management.
• Perpetual acquired Fintuition and its related brands, a specialist wealth advice group focusing on healthcare professionals. 
• Perpetual was selected as trustee for the biggest listing on the Singapore stock exchange since 2013. Perpetual is the only trustee with licences to provide trustee services in both Australia and Singapore.