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Other relevant information about Perpetual's Term Fund PDS
The following link provides incorporated information which forms part of Perpetual's Term Fund PDS:
Additional information about the investment management policies and details of the underlying portfolios.
You should read this information in conjunction with the PDS.
Perpetual's Term Fund offers a range of returns and terms from which to choose.
You’ll benefit from:
- Regular income
- Perpetual’s successful track record as one of Australia’s most trusted and awarded providers of financial products. Perpetual has over 120 years of experience and a team of highly experienced investment managers.
So if you would like to invest for more – or even less – than six months, simply choose your term from the table below.
For investment amounts between $2000 - $1,000,000
| Term^ | Income paid quarterly | Income paid annually or on maturity for terms less than 12 months |
| (return pa) | (return pa) | |
| 1M | 4.60% | |
| 2M | 4.50% | |
| 3M | 4.50% | |
| 6M | 3.85% | 3.90% |
|
9M |
3.70% |
3.75% |
| 12M | 3.70% | 3.75% |
| 2Yr | 3.85% | 3.90% |
| 3Yr | 4.25% | 4.30% |
Returns are subject to change. Rates and returns as at 25 November 2008 for investments between $2,000 and $1,000,000. An investment in this fund is not a bank deposit, nor is it a liability or guaranteed by the Perpetual group of companies. It is subject to investment risk including loss of some or all of the investor’s principal investment and lower than expected returns.
#Perpetual's Term Fund (Fund) is issued by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. This information is of a general nature only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. A Product Disclosure Statement (PDS) is available and can be obtained from the link above. You should carefully consider the PDS in deciding whether to acquire, or continue to hold the Fund and whether or not the Fund is appropriate for you. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its related bodies corporate) guarantees that you will earn any return on your investment or that your investment will gain or retain its value.
^Prior to the end of an investment term we notify investors by letter and enclose a renewal form and flyer on the current returns being offered. If we do not receive a completed renewal form before the investment matures, we renew the investment for the same period as the expiring term.