ABOUT US

Perpetual Guardian Investments is a leading investment management company providing a suite of investment services and products to the wider New Zealand investor community.

Perpetual Guardian Investments is part of the Perpetual Guardian Group, which for over 140 years has been committed to helping New Zealanders grow and preserve their wealth and create legacies for generations to come. Through its administration services, the Group manages assets of $6 billion; as part of this, Perpetual Guardian manages approximately $2.5 billion of investable assets.

Perpetual Guardian Investments provides investment solutions for individuals and entities including:

  • Trustees of family, business, and charitable trusts
  • Attorneys under an Enduring Power of Attorney
  • Private individuals
  • Wholesale investors, including iwi and professional investors

Perpetual Guardian Investments’ investment solutions are fully flexible and invest in New Zealand, Australian, and global equities and property alongside New Zealand, Australian and International fixed interest investments.

In 2023 Perpetual Guardian Investments formed a partnership with leading global index provider FTSE Russell, through which it adopted the Climate Transition Pathway Initiative strategy (TPI) and became the first Australasian wealth manager to implement the index for climate-aware investment in New Zealand and Australia.

For our strategy across Australian and New Zealand Equities, Perpetual Guardian Investments defines the investable universe represented by the FTSE Russell TPI indices. The TPI is a global, asset-owner-led initiative which assesses companies’ preparedness for the transition to a low-carbon economy and aligns their investments with the Paris Agreement.

Perpetual Guardian Investments maintains a keen focus on our fiduciary responsibilities and adopts long-term, evidence-based investment strategies. Capital preservation is a key motivator in portfolio construction. What this means for investors: Perpetual Guardian Investments’ approach is goal- and risk-oriented, with outcomes based on ‘knowing our client’ and a deep understanding of risk and behaviour. Perpetual Guardian Investments understands key market drivers, uses a diversified and disciplined approach, and focuses on asset allocation – both strategic and tactical – to drive portfolio returns.

Perpetual Guardian Investments’ research and investment philosophy is aimed at identifying good quality, long-term sustainable businesses. We keep clients informed on what’s making their investments tick and share our investment team’s view on the big picture through regular market updates. These include ours thoughts on what’s driving the economy and market movements and making available our detailed research on companies.

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