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INVESTMENTS

Who we invest for

Perpetual Guardian provides investment solutions for a range of different entities including:

  • Trustees of Trusts – family, business and Charitable;
  • Attorneys under an Enduring Power of Attorney;
  • Private individuals; and
  • Wholesale investors including Iwi and professional investors.

Our history

Perpetual Guardian has over 135 years of investment management experience. We have seen and traded through two World Wars, several regional conflicts and multiple financial cycles.

There really is very little we have not seen or experienced. It is those very experiences that inform our longstanding approach of disciplined evidence-based investing.

Our fiduciary obligations and investment style

Through our administration services, we manage assets of $3.5 billion. As part of this, Perpetual Guardian manages approximately $2 billion of investable assets.

We take our fiduciary responsibilities seriously and focus keenly on them. Because of that, we maintain a cautious approach, adopting long-term strategies linked to disciplined and evidence-based investment theories. Capital preservation is a key motivator when we consider portfolio construction.

What does this mean for you?

At the heart of it all, we are goal and risk-oriented. We base our outcomes on ‘knowing our client’ and having a deep understanding of risk and behaviours. We understand the key market drivers and aim to deliver client-centric outcomes, using a diversified and disciplined approach. Asset allocation, both strategic and tactical, drive our portfolio returns.

Our investment partner

Our ‘sister’ company, Openly Investing Ltd is the investment arm of the Complectus Group of Companies.

Openly Investing Ltd was ‘spun’ out of Perpetual Guardian in 2017 to specifically design and build our portfolios. They are a highly experienced team of professionals charged with creating investment solutions for Perpetual Guardian.

Need some help?

Phone us on 0800 737 738 or fill in your details below.

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