Enduring Prosperity - Financial Services Growth Strategy
Disclaimer
Important information
This presentation is in summary form and is not necessarily complete. It should be read
together with Perpetual Limited's (Perpetual) consolidated financial statements and other
announcements lodged with the Australian Securities Exchange, which are available at
www.asx.com.au. The presentation is general information 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.
This presentation contains information that is based on projected and/or estimated
expectations, assumptions or outcomes. Forward looking statements are subject to a
range of risk factors. Perpetual cautions against reliance on any forward-looking
statements, particularly due to geopolitical and global economic uncertainty, volatility in
the market and the ongoing disruption caused by COVID-19.
While Perpetual has prepared this information based on its current knowledge and
understanding and in good faith, there are risks and uncertainties involved which could
cause results to differ from projections. Perpetual will not be liable for the correctness
and/or accuracy of the information, nor any differences between the information provided
and actual outcomes, and reserves the right to change its projections from time to time.
Perpetual undertakes no obligation to update any forward-looking statement to reflect
events or circumstances after the date of this presentation, subject to disclosure
obligations under the applicable law and ASX listing rules.
The Product Disclosure Statement (PDS) for the Perpetual Asset Management Australia
funds are issued by Perpetual Investment Management Limited ABN 18 000 866 535
AFSL 234426. The applicable PDS, or offer document for a strategy offered by either
Trillium Asset Management or Barrow Hanley Global Investors, should be considered
before deciding whether to acquire or hold units in a fund or strategy. The applicable
PDS, and Target Market Determination, can be obtained by calling 1800 022 033 or
visiting our website www.perpetual.com.au. Past performance is not indicative of future
performance.
Disclaimer: The Zenith Fund Awards were issued on 15 October 2021 by Zenith
Investment Partners (ABN 27 130 132 672, AFSL 226872) and are determined using
proprietary methodologies. The Fund Awards are solely statements of opinion and do not
represent recommendations to purchase, hold or sell any securities or make any other
investment decisions. To the extent that the Fund Awards constitutes advice, it is
General Advice for Wholesale clients only without taking into consideration the
objectives, financial situation or needs of any specific person. Investors should seek their
own independent financial advice before making any investment decision and should
consider the appropriateness of any advice. Investors should obtain a copy of and
consider any relevant PDS or offer document before making any investment decisions.
Past performance is not an indication of future performance. Fund Awards are current for
12 months from the date awarded and are subject to change at any time. Fund Awards
for previous years are referenced for historical purposes only.
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