Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for almost 140 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services.
Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States.
Equity Trustees is Australia's leading specialist trustee company. It was established in 1888 by an Act of Victorian Parliament for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth.
As well as providing traditional trustee services, Equity Trustees offers a comprehensive range of products and services for personal and corporate clients aimed at protecting, managing and growing wealth. We are a publicly listed company on the Australian Stock Exchange (EQT), and have offices across Australia.
Our story begins in Cape Town in 1973, when Dr Allan Gray established the business around his contrarian approach to investing. His distinctive philosophy is all about resisting trends, not following the crowd and finding opportunity where nobody else is looking.
To this day, the contrarian approach is applied consistently across our business as we take a longer-term, fundamentals-driven approach to investing. It’s an approach that takes practice, patience and a commitment to our own convictions.
Allan Gray Australia was established in 2005. We launched our flagship Allan Gray Australia Equity Fund in 2006, followed by the Stable Fund in 2011 and the Balanced Fund in 2017.
We’d be pleased to tell you more about our investment philosophy and select investment products. Please visit https://www.allangray.com.au/
Allan Gray Australia Pty Limited. AFSL 298487
About our sister company
Allan Gray Australia and Orbis Investments are privately-owned, sister companies. Both were founded by Dr Allan Gray and share the same long-term, contrarian investment philosophy. Allan Gray Australia in partnership with Orbis Investments brings the Orbis Global Funds to the retail financial advice industry. Orbis Investment Advisory Pty Ltd AFSL 237862.
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