Perpetual Australian Share Fund

Are you looking for a quality investment in Australian industrial and resource companies that provides the opportunity for long-term capital growth and income?

Then an investment in the Perpetual Australian Share Fund may be worth considering.

Why consider the Fund?
Who is the Fund suited to?
How to invest
Download or request a product disclosure statement

Why consider the Fund?

  • Consistent approach and philosophy – The Fund is conservatively managed using our proven and consistent investment process, focussing on quality companies at attractive prices.
  • Stable team – Our stable, talented and disciplined investment team recently won the AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year 2009. 
  • Track record – With a history of providing investors with regular income and long-term capital growth, the Fund has delivered a 7.57% pa return over five years*.
  • Pay no entry fees - If you choose to invest directly through Perpetual, you will pay no entry fee†.

Download the Fund profile to view performance, major stock holdings and commentary about the Fund.

Who is the Fund suited to?

  • investors who are seeking regular income and long-term capital growth returns
  • investors who have a medium to long-term time horizon and have a medium-high tolerance to risk
  • investors who are looking for exposure to quality Australian shares.

How to invest

The Perpetual Australian Share Fund is available through Perpetual WealthFocus Investment Advantage, Perpetual WealthFocus Super Plan and Perpetual WealthFocus Pension Plan. Simply download or request a product disclosure statement (PDS).

Perpetual WealthFocus Investment Advantage     Download a PDS     Request by mail 
Perpetual WealthFocus Super Plan Download a PDS  Request by mail
Perpetual WealthFocus Pension Plan Download a PDS Request by mail
Financial Services Guide              Download

 

* Perpetual WealthFocus Investment Funds – Perpetual Australian Share Fund total five year return pa (after fees) as at 31 December 2009. The return has been calculated using exit prices after ongoing fees and assumes reinvestment of distributions. No allowance has been made for entry fees, exit fees or taxation. Past performance is not indicative of future performance. The benchmark prior to 1/4/2000 was the ASX All Industrials Accumulation Index. From 1/4/2000 to present, the benchmark is the S&P/ASX 300 Accumulation Index.

† Where an entry fee is payable, investors who invest directly in the Perpetual Australian Share Fund receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited.

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The product disclosure statement for the Perpetual Australian Share Fund, issued by PIML, should be considered before deciding whether to hold or acquire units in the fund(s). The PDS can be obtained from by calling 1800 011 022 or visiting www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital.