Perpetual nominated in the 2025 Morningstar Awards

By Perpetual Asset Management

30 January 2025

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Perpetual Asset Management has been recognised as a finalist in the 2025 Morningstar Australia Awards.

The team has been nominated for three categories:

Fund Manager of the Year (Overall)
Fund Manager of the Year (Fixed Interest) – Perpetual Diversified Income
Fund Manager of the Year (Sustainable Investing) – Perpetual ESG Credit Income

Now in its 25th year, the awards recognise and celebrate the best of the Australian fund management profession and are selected by Morningstar’s Manager Research analysts.

“Despite the turbulent past year, our nominated fund managers demonstrated an ability to deliver quality, high-performing investments and have stood above peers with exceptional returns over the longer term,” said Matt Olsen, Morningstar Australasia’s Director, Manager Research.

Winners will be announced on 20 February following a thorough analysis of research from Morningstar's research team, as well as risk-adjusted medium to long-term performance track records, and performance in the 2024 calendar year.

See full list of finalists

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Forward looking statements and forecasts based on information available at the time of writing and may change without notice. No assurance is given that the forecast will prove to be accurate, as future events may impact actual results and these could differ materially from those anticipated. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.

The Product Disclosure Statement (PDS) for the relevant funds, issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. No allowance has been made for taxation and returns may differ due to different tax treatments. Past performance is not indicative of future performance.

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