Perpetual Bond

AdvancedBonds & Fixed Income2 min read

Quick Definition

A bond with no maturity date that pays coupon interest indefinitely, valued primarily on its yield relative to prevailing rates.

Key Takeaways

  • No maturity date — pays coupon interest indefinitely
  • Price = Annual Coupon / Required Yield
  • Modern perpetuals are primarily issued by banks as regulatory capital
  • Most include call provisions allowing early redemption

What Is Perpetual Bond?

A perpetual bond (also called a "perp" or consol) is a fixed-income security with no maturity date, meaning it pays interest forever without ever returning the principal. The price of a perpetual bond is theoretically the annual coupon divided by the required yield (Price = Coupon / Yield). Perpetual bonds were historically issued by governments — British consols dating to the 18th century are the most famous example. Today, perpetual bonds are primarily issued by banks and financial institutions as Additional Tier 1 (AT1) capital to meet regulatory requirements. These modern perpetuals typically include call provisions allowing the issuer to redeem them after a set period and may have coupon reset mechanisms.

Perpetual Bond Example

  • 1A perpetual bond paying $50 per year with a required yield of 5% would be priced at $50/0.05 = $1,000
  • 2European banks issue AT1 perpetual bonds to meet Basel III capital requirements, often with 5-year call dates