WealthFocus Advisers

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How Perpetual WealthFocus Investment Funds have performed

Print Table
Fund NameAsset Class 1 yr
% p.a. 		3 yr
% p.a. 		5 yr
% p.a. 		10 yr
% p.a.
Investment Funds
Perpetual WealthFocus Investment Funds (Returns as at 31/10/2008)
Balanced Growth Fund NEFDiversified - Growth-16.60.25.4--
International Share Fund NEFInternational Equity-6.6-0.22.9-1.2
Perpetual's Australian Share FundAustralian Equity-34.7-0.48.5--
Perpetual's Balanced Growth FundDiversified - Growth-16.20.75.9--
Perpetual's Cash FundCash6.55.65.1--
Perpetual's Concentrated Equity FundAustralian Equity-31.31.58.7--
Perpetual's Conservative Growth FundDiversified - Conservative-5.33.35.4--
Perpetual's Diversified Growth FundDiversified - Balanced-8.92.25.7--
Perpetual's Diversified Income FundIncome & Fixed Interest-3.5------
Perpetual's Ethical SRI FundAustralian Equity-40.2-1.37.1--
Perpetual's Geared Australian FundAustralian Equity-68.6-13.46.4--
Perpetual's Industrial Share FundAustralian Equity-35.0-2.55.58.4
Perpetual's International Share FundInternational Equity-6.10.43.4-0.8
Perpetual's Mortgage FundMortgages6.15.95.6--
Perpetual's Property Income FundProperty-45.4-8.6----
Perpetual's Property Securities FundProperty-61.1-16.9-4.2--
Perpetual's SHARE-PLUS Long-Short FundAustralian Equity-32.10.59.1--
Perpetual's Smaller Companies FundAustralian Equity - Smaller Companies-43.5-3.05.4--
Perpetual's Split Growth FundDiversified - Growth-18.7-0.64.4--
Quantitative Investments Alpha Share FundAustralian Equity-39.20.38.0--
Split Growth Fund NEFDiversified - Growth-19.2-1.13.9--
Perpetual WealthFocus Investment Funds - External Fund Managers available (Returns as at 31/10/2008)
Aberdeen Core Plus FundFixed income2.6------
Advance Imputation FundAustralian Equity-27.80.96.9--
AMP Capital Sustainable Share FundAustralian Equity-33.41.67.9--
APN Property for Income FundProperty-45.5-6.42.3--
Ausbil Australian Active EquityAustralian Equity-32.72.09.1--
Ausbil Australian Emerging Leaders FundAustralian Equity-41.1------
Australian Unity Mortgage Income FundMortgages--------
AXA Global Equity Value FundInternational Equity-36.9-7.10.4--
Barclays Australian ShareAustralian Equity-41.2-0.96.9--
Barclays Diversified Growth FundDiversified - Growth-25.7-0.74.6--
Barclays Diversified Stable FundDiversified - Conservative-10.11.74.1--
Barclays International ShareInternational Equity-21.8-4.21.5--
Barclays Property Securities Index FundProperty-52.3------
BlackRock BalancedDiversified - Balanced-18.3-0.44.6--
BlackRock Monthly Income FundFixed income-28.5------
BT Australian Share FundAustralian Equity--------
BT International Share FundInternational Equity-20.8-0.82.0--
BT Property Securities FundProperty-52.4-11.1-0.9--
Challenger Australian Share FundAustralian Equity-40.3------
Challenger Howard Mortgage FundMortgages6.9------
Colonial First State Balanced FundDiversified - Balanced-15.50.34.0--
Credit Suisse Global IncomeFixed income-21.1------
Credit Suisse Select Investment International Shares FundInternational Equity-20.3-2.61.5--
DWS Global Equity Thematic FundInternational Equity--------
Fidelity Australian Equities FundAustralian Equity--------
Fortis Australian Equity FundAustralian Equity-32.22.49.9--
GMO Global Equity FundInternational Equity-20.7-5.6-1.4--
Goldman Sachs JBWere Australian Infrastructure FundInfrastructure--------
Goldman Sachs JBWere Global Small Companies FundInternational Equity - Smaller Companies-32.0-7.6-0.3--
ING Diversified Fixed Interest FundIncome & Fixed Interest--------
ING Managed Growth FundDiversified - Growth-22.60.84.9--
ING Tax Effective Income FundDiversified - Growth-32.4-2.03.9--
Intech Australian Shares Active FundAustralian Equity-36.3-0.86.9--
InTech Balanced Growth FundDiversified - Balanced-18.00.04.0--
InTech Conservative Growth FundDiversified - Conservative-10.41.13.5--
InTech Growth FundDiversified - Growth-25.2-1.23.8--
Intech International Shares Active (Unhedged)International Equity-24.9-5.1-0.1--
Investors Mutual Australian Share FundAustralian Equity-30.00.36.5--
Investors Mutual Future Leaders FundAustralian Equity - Smaller Companies-32.3-0.36.4--
Macquarie Income OpportunitiesFixed income4.93.54.3--
Perennial Value Shares FundAustralian Equity-34.4------
Platinum AsiaInternational Equity-27.9------
Platinum International FundInternational Equity-8.82.25.5--
RCM Global Equities FundInternational Equity-21.9-2.7-1.1--
RREEF Global (ex Australia) Property SecuritiesProperty-46.8------
Schroder Australian Equity FundAustralian Equity-32.51.79.3--
Schroder Balanced FundDiversified - Growth-18.12.25.9--
Solaris Core Australian Equity FundAustralian Equity-35.4-1.16.8--
T. Rowe Price Global Equity FundInternational Equity--------
Templeton Global EquityInternational Equity-17.7-5.1-0.1--
UBS Defensive Investment FundDiversified - Conservative-6.01.94.2--
Vanguard Australian Fixed Interest IndexIncome & Fixed Interest8.94.85.1--
Vanguard International Shares Index (Hedged) FundInternational Equity-38.6-5.81.9--
Vanguard Property Securities Index FundProperty-55.4-12.9-1.5--
Retirement Funds
Perpetual WealthFocus Allocated Pension Plan (Returns as at 31/10/2008)
Perpetual Global ResourcesInternational Equity--------
Perpetual's Australian ShareAustralian Equity-33.30.59.511.5
Perpetual's Balanced GrowthDiversified - Growth-16.01.26.65.9
Perpetual's CashCash6.55.55.14.6
Perpetual's Concentrated EquityAustralian Equity-29.73.1----
Perpetual's Conservative GrowthDiversified - Conservative-7.43.15.55.5
Perpetual's Diversified GrowthDiversified - Balanced-8.52.56.0--
Perpetual's Diversified IncomeIncome & Fixed Interest-3.5------
Perpetual's Ethical SRIAustralian Equity-39.00.1----
Perpetual's Geared AustralianAustralian Equity-65.2-9.4----
Perpetual's Industrial ShareAustralian Equity-33.2-0.97.59.9
Perpetual's International ShareInternational Equity-6.30.43.4--
Perpetual's MortgageMortgages5.95.85.6--
Perpetual's Property IncomeProperty-45.3-8.4----
Perpetual's Property SecuritiesProperty-60.8-16.5-3.82.0
Perpetual's SHARE-PLUS Long-ShortAustralian Equity-30.91.5----
Perpetual's Smaller CompaniesAustralian Equity - Smaller Companies-41.6-1.17.214.2
Perpetual's Split GrowthDiversified - Growth-17.8--5.1--
Quantitative Investments Alpha ShareAustralian Equity-36.22.710.5--
Perpetual WealthFocus Allocated Pension Plan - External Fund Managers available (Returns as at 31/10/2008)
Aberdeen Core PlusFixed income2.6------
Advance ImputationAustralian Equity-26.42.2----
AMP Capital Sustainable ShareAustralian Equity-31.53.1----
APN Property for IncomeProperty-45.7-6.5----
Ausbil Australian Active EquityAustralian Equity-31.03.7----
Ausbil Australian Emerging LeadersAustralian Equity-40.6------
Australian Unity Mortgage IncomeMortgages--------
AXA Global Equity ValueInternational Equity-36.9-7.1----
Barclays Australian ShareAustralian Equity-39.60.7----
Barclays Diversified GrowthDiversified - Growth-25.3-0.2----
Barclays Diversified StableDiversified - Conservative-10.01.7----
Barclays International ShareInternational Equity-21.9-4.2----
Barclays Property Securities IndexProperty-51.9------
BlackRock BalancedDiversified - Balanced-17.80.2----
BlackRock Monthly IncomeFixed income-28.5------
BT Australian ShareAustralian Equity--------
BT International ShareInternational Equity-20.9-0.9----
BT Property SecuritiesProperty-52.3-11.0----
Challenger Australian Share FundAustralian Equity-39.5------
Challenger Howard MortgageMortgages6.9------
Colonial First State BalancedDiversified - Balanced-15.50.5----
Credit Suisse Global IncomeFixed income-20.9------
Credit Suisse Select Investment International SharesInternational Equity-20.5-2.6----
DWS Global Equity ThematicInternational Equity--------
Fidelity Australian EquitiesAustralian Equity--------
Fortis Australian EquityAustralian Equity-31.63.4----
GMO Global EquityInternational Equity-20.9-5.1----
Goldman Sachs JBWere Australian InfrastructureInfrastructure--------
Goldman Sachs JBWere Global Small CompaniesInternational Equity - Smaller Companies-32.0-7.5----
ING Diversified Fixed InterestIncome & Fixed Interest--------
ING Managed GrowthDiversified - Growth-22.11.2----
ING Tax Effective IncomeDiversified - Growth-30.8-0.9----
Intech Australian Shares ActiveAustralian Equity-35.10.6----
Intech Balanced GrowthDiversified - Balanced-17.90.24.3--
Intech Conservative GrowthDiversified - Conservative-10.21.3----
Intech GrowthDiversified - Growth-24.8-0.84.3--
Intech International Shares Active (Unhedged)International Equity-24.8-5.0----
Investors Mutual Australian ShareAustralian Equity-28.41.8----
Investors Mutual Future LeadersAustralian Equity - Smaller Companies-31.20.4----
Lazard Global Listed InfrastructureInfrastructure--------
Macquarie Income OpportunitiesFixed income5.03.5----
Perennial Value SharesAustralian Equity-33.1------
Platinum AsiaInternational Equity-27.8------
Platinum InternationalInternational Equity-8.72.4----
RCM Global EquitiesInternational Equity-22.1-2.7----
RREEF Global (ex Australia) Property SecuritiesProperty-46.3------
Schroder Australian EquityAustralian Equity-31.23.1----
Schroder BalancedDiversified - Growth-17.62.5----
Solaris Core Australian EquityAustralian Equity-33.80.2----
T. Rowe Price Global EquityInternational Equity--------
Templeton Global EquityInternational Equity-17.6-5.0----
UBS Defensive InvestmentDiversified - Conservative-5.82.0----
van Eyk Blueprint - BalancedDiversified - Growth--------
van Eyk Blueprint - Capital StableDiversified - Conservative--------
van Eyk Blueprint - High GrowthDiversified - Growth--------
Vanguard Australian Fixed Interest IndexIncome & Fixed Interest8.94.8----
Vanguard International Shares Index (Hedged)International Equity-38.8-5.8----
Vanguard Property Securities IndexProperty-55.3-12.8----
Perpetual WealthFocus Term Allocated Pension Plan (Returns as at 31/10/2008)
Perpetual Global ResourcesInternational Equity--------
Perpetual's Australian ShareAustralian Equity-33.30.5----
Perpetual's Balanced GrowthDiversified - Growth-16.01.2----
Perpetual's CashCash6.55.5----
Perpetual's Concentrated EquityAustralian Equity-29.73.1----
Perpetual's Conservative GrowthDiversified - Conservative-7.43.1----
Perpetual's Diversified GrowthDiversified - Balanced-8.52.5----
Perpetual's Diversified IncomeIncome & Fixed Interest-3.5------
Perpetual's Ethical SRIAustralian Equity-39.00.1----
Perpetual's Geared AustralianAustralian Equity-65.2-9.4----
Perpetual's Industrial ShareAustralian Equity-33.2-0.9----
Perpetual's International ShareInternational Equity-6.30.4----
Perpetual's MortgageMortgages5.95.8----
Perpetual's Property IncomeProperty-45.3-8.4----
Perpetual's Property SecuritiesProperty-60.8-16.5----
Perpetual's SHARE-PLUS Long-ShortAustralian Equity-30.91.5----
Perpetual's Smaller CompaniesAustralian Equity - Smaller Companies-41.6-1.1----
Perpetual's Split GrowthDiversified - Growth-17.8------
Quantitative Investments Alpha ShareAustralian Equity-36.22.7----
Perpetual WealthFocus Term Allocated Pension Plan - External Fund Managers available (Returns as at 31/10/2008)
Aberdeen Core PlusFixed income2.6------
Advance ImputationAustralian Equity-26.42.2----
AMP Capital Sustainable ShareAustralian Equity-31.53.1----
APN Property for IncomeProperty-45.7-6.5----
Ausbil Australian Active EquityAustralian Equity-31.03.7----
Ausbil Australian Emerging LeadersAustralian Equity-40.6------
Australian Unity Mortgage IncomeMortgages--------
AXA Global Equity ValueInternational Equity-36.9-7.1----
Barclays Australian ShareAustralian Equity-39.60.7----
Barclays Diversified GrowthDiversified - Growth-25.3-0.2----
Barclays Diversified StableDiversified - Conservative-10.01.7----
Barclays International ShareInternational Equity-21.9-4.2----
Barclays Property Securities IndexProperty-51.9------
BlackRock BalancedDiversified - Balanced-17.80.2----
BlackRock Monthly IncomeFixed income-28.5------
BT Australian ShareAustralian Equity--------
BT International ShareInternational Equity-20.9-0.9----
BT Property SecuritiesProperty-52.3-11.0----
Challenger Australian ShareAustralian Equity-39.5------
Challenger Howard MortgageMortgages6.9------
Colonial First State BalancedDiversified - Balanced-15.50.5----
Credit Suisse Global IncomeFixed income-20.9------
Credit Suisse Select Investment International SharesInternational Equity-20.5-2.6----
DWS Global Equity ThematicInternational Equity--------
Fidelity Australian EquitiesAustralian Equity--------
Fortis Australian EquityAustralian Equity-31.63.4----
GMO Global EquityInternational Equity-20.9-5.1----
Goldman Sachs JBWere Australian InfrastructureInfrastructure--------
Goldman Sachs JBWere Global Small CompaniesInternational Equity - Smaller Companies-32.0-7.5----
ING Diversified Fixed InterestIncome & Fixed Interest--------
ING Managed GrowthDiversified - Growth-22.11.2----
ING Tax Effective IncomeDiversified - Growth-30.8-0.9----
Intech Australian Shares ActiveAustralian Equity-35.10.6----
Intech Balanced GrowthDiversified - Balanced-17.90.2----
Intech Conservative GrowthDiversified - Conservative-10.21.3----
Intech GrowthDiversified - Growth-24.8-0.8----
Intech International Shares Active (Unhedged)International Equity-24.8-5.0----
Investors Mutual Australian ShareAustralian Equity-28.41.8----
Investors Mutual Future LeadersAustralian Equity - Smaller Companies-31.20.4----
Lazard Global Listed InfrastructureInfrastructure--------
Macquarie Income OpportunitiesFixed income5.03.5----
Perennial Value SharesAustralian Equity-33.1------
Platinum AsiaInternational Equity-27.8------
Platinum InternationalInternational Equity-8.72.4----
RCM Global EquitiesInternational Equity-22.1-2.7----
RREEF Global (ex Australia) Property SecuritiesProperty-46.3------
Schroder Australian EquityAustralian Equity-31.23.1----
Schroder BalancedDiversified - Growth-17.62.5----
Solaris Core Australian EquityAustralian Equity-33.80.2----
T. Rowe Price Global EquityInternational Equity--------
Templeton Global EquityInternational Equity-17.6-5.0----
UBS Defensive InvestmentDiversified - Conservative-5.82.0----
van Eyk Blueprint - BalancedDiversified - Growth--------
van Eyk Blueprint - Capital StableDiversified - Conservative--------
van Eyk Blueprint - High GrowthDiversified - Growth--------
Vanguard Australian Fixed Interest IndexIncome & Fixed Interest8.94.8----
Vanguard International Shares Index (Hedged)International Equity-38.8-5.8----
Vanguard Property Securities IndexProperty-55.3-12.8----
Superannuation Funds
Perpetual WealthFocus Super Plan (Returns as at 31/10/2008)
Perpetual Global ResourcesInternational Equity--------
Perpetual's Australian ShareAustralian Equity-31.70.28.310.2
Perpetual's Balanced GrowthDiversified - Growth-15.10.95.85.5
Perpetual's CashCash5.64.94.64.0
Perpetual's Concentrated EquityAustralian Equity-27.92.8----
Perpetual's Conservative GrowthDiversified - Conservative-5.62.85.25.0
Perpetual's Diversified GrowthDiversified - Balanced-7.82.35.4--
Perpetual's Diversified IncomeIncome & Fixed Interest-3.6------
Perpetual's Ethical SRIAustralian Equity-35.50.37.6--
Perpetual's Geared AustralianAustralian Equity-63.3-8.98.4--
Perpetual's Industrial ShareAustralian Equity-31.8-1.26.48.8
Perpetual's International ShareInternational Equity-5.10.84.80.0
Perpetual's MortgageMortgages5.05.04.8--
Perpetual's Property IncomeProperty-40.1-6.9----
Perpetual's Property SecuritiesProperty-57.3-14.8-3.22.0
Perpetual's SHARE-PLUS Long-ShortAustralian Equity-29.11.5----
Perpetual's Smaller CompaniesAustralian Equity - Smaller Companies-39.5-1.36.312.8
Perpetual's Split GrowthDiversified - Growth-16.10.15.1--
Quantitative Investments Alpha ShareAustralian Equity-35.11.98.9--
Perpetual WealthFocus Super Plan - External Fund Managers available (Returns as at 31/10/2008)
Aberdeen Core PlusFixed income2.4------
Advance ImputationAustralian Equity-24.21.9----
AMP Capital Sustainable ShareAustralian Equity-29.12.7----
APN Property for IncomeProperty-42.6-5.7----
Ausbil Australian Active EquityAustralian Equity-28.73.49.3--
Ausbil Australian Emerging LeadersAustralian Equity-36.9------
Australian Unity Mortgage IncomeMortgages--------
AXA Global Equity ValueInternational Equity-33.4-6.1----
Barclays Australian ShareAustralian Equity-36.40.77.1--
Barclays Diversified GrowthDiversified - Growth-23.3-0.2----
Barclays Diversified StableDiversified - Conservative-9.11.5----
Barclays International ShareInternational Equity-19.6-3.51.3--
Barclays Property Securities IndexProperty-47.5------
BlackRock BalancedDiversified - Balanced-16.20.1----
BlackRock Monthly IncomeFixed income-26.1------
BT Australian ShareAustralian Equity--------
BT International ShareInternational Equity-19.3-0.9----
BT Property SecuritiesProperty-47.6-9.1----
Challenger Australian ShareAustralian Equity-35.8------
Challenger Howard MortgageMortgages5.8------
Colonial First State BalancedDiversified - Balanced-14.40.4----
Credit Suisse Global IncomeFixed income-19.2------
Credit Suisse Select Investment International SharesInternational Equity-18.7-2.4----
DWS Global Equity ThematicInternational Equity--------
Fidelity Australian EquitiesAustralian Equity--------
Fortis Australian EquityAustralian Equity-28.93.1----
GMO Global EquityInternational Equity-19.6-5.1----
Goldman Sachs JBWere Australian InfrastructureInfrastructure--------
Goldman Sachs JBWere Global Small CompaniesInternational Equity - Smaller Companies-28.9-6.4----
ING Diversified Fixed InterestIncome & Fixed Interest--------
ING Managed GrowthDiversified - Growth-20.31.2----
ING Tax Effective IncomeDiversified - Growth-29.5-1.3----
Intech Australian Shares ActiveAustralian Equity-31.90.6----
Intech Balanced GrowthDiversified - Balanced-16.20.33.9--
Intech Conservative GrowthDiversified - Conservative-9.41.0----
Intech GrowthDiversified - Growth-22.5-0.63.9--
Intech International Shares Active (Unhedged)International Equity-22.6-4.4----
Investors Mutual Australian ShareAustralian Equity-26.81.46.8--
Investors Mutual Future LeadersAustralian Equity - Smaller Companies-28.90.9----
Lazard Global Listed InfrastructureInfrastructure--------
Macquarie Income OpportunitiesFixed income4.33.2----
Perennial Value SharesAustralian Equity-30.3------
Platinum AsiaInternational Equity-25.2------
Platinum InternationalInternational Equity-7.72.34.9--
RCM Global EquitiesInternational Equity-19.9-2.6----
RREEF Global (ex Australia) Property SecuritiesProperty-43.3------
Schroder Australian EquityAustralian Equity-28.72.6----
Schroder BalancedDiversified - Growth-16.32.3----
Solaris Core Australian EquityAustralian Equity-31.80.3----
T. Rowe Price Global EquityInternational Equity--------
Templeton Global EquityInternational Equity-15.4-4.2----
UBS Defensive InvestmentDiversified - Conservative-5.51.8----
van Eyk Blueprint - BalancedDiversified - Growth--------
van Eyk Blueprint - Capital StableDiversified - Conservative--------
van Eyk Blueprint - High GrowthDiversified - Growth--------
Vanguard Australian Fixed Interest IndexProperty8.04.2----
Vanguard International Shares Index (Hedged)International Equity-36.0-5.4----
Vanguard Property Securities IndexProperty-51.5-11.3----