Investment menu update

1 August 2025

Investment menus

Perpetual Private Super Wrap Investment Menu

Perpetual Private Investment Wrap Menu

Perpetual Small APRA Fund Investment Menu

Trustee Investment Limits – Super Wrap

Trustee Investment Limits – Small APRA Fund Service


Registers, Non-daily pricing fund timetable and ASX link

Suspended and Terminating Funds Register

Non daily pricing fund timetable

S&P 100 and S&P 200 list (to assist with listed equity exposure limits for Super and Pension accounts)


Margin Lending investment menus

NAB Equity Lending website

St. George Margin Lending website


International Equities investment menu

Perpetual Private Wrap International Equities Menu


New funds added effective 1 August 2025

APIR code

Fund name

Perpetual Private Wrap Investment (IDPS) & Fiduciary Services

Perpetual Private Super Wrap

FHT0009AUForager Australian Share Fund ✓✗    
PER3899AUJPMorgan Global Bond Fund - Class T✓✓

Perpetual Private Investment Wrap is provided by Perpetual Trustee Company Limited ABN 42 000 001 007, Australian Financial Services Licence No.236643. The information on this website has been prepared by Perpetual Trustee Company Limited and contains general information only. It is not intended to provide advice to particular investors, or take into account an individual’s investment objectives, circumstances or needs for investment.