Institutional Investors

Anti Money Laundering forms

All new application forms must be accompanied by a completed anti money laundering form and applicable supporting documentation.Please click here to download the applicable AML form.

Please contact a Perennial Client Service Representative for assistance in completing these forms on 1300 730 032 or by emailing invest@perennial.net.au.


Perennial Investment Partners - PDS and Publications

Product Disclosure Statement

The Perennial Institutional Investment Trusts were formerly referred to as the Perennial Wholesale Trusts. The Trusts formerly named the IOOF/Perennial Wholesale Trusts are now wholly managed by Perennial and are referred to as the Perennial Wholesale Trusts.

For further information, please call a Client Services Representative on 1300 730 032 or click below to view a PDF file.

Perennial Institutional Investment Trusts
Product Disclosure Statement



Perennial Wholesale Trusts (formerly IOOF)
Product Disclosure Statement



Perennial Tactical Income Trust
Product Disclosure Statement




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Perennial Investment Partners - PDS and Publications

Product Commentaries

Keep up to date with the performance of our Trusts by reading the latest commentaries. Included in our commentaries are a synopsis on the months events, good and bad performers, portfolio transactions and our near term outlook. Please select a product below to download your commentary of choice.

For further information, please select a product range below and click to view a PDF:

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Perennial Investment Partners - PDS and Publications

Product Brochures

For a more detailed account on the investment process, risk management and investment team for each of our trusts, please select the capabilities document below for the Trust in which you are interested.

For further information, please select a product range below and click to view a PDF:

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We are Perennial

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