Perpetual WealthFocus Investment Advantage
Perpetual Global Share Fund
Suggested Length of Investment
7 years or longer
Aims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index ($A) (before fees and taxes) over rolling three-year periods
Performance as at 30/04/2015
Returns as at 30/04/2015
|Time Period||Total (%)|
|1 year p.a.||
|3 year p.a.||
|5 year p.a.||
|10 year p.a.||
Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.
|Min. Initial Investment||$2,000|
|With Savings Plan|
|Min. Initial Investment||$1,000|
|Min. Additional Investment||$1,000|
|Dates||30 June & 31 December|
|Cash||0 - 25%|
|International shares||75 - 100%|
|Entry Fee||up to 4%|
|Management Cost (p.a.)||2.18%|
|Buy/Sell spread||0.5% / Nil|
Perpetual Investments aims to achieve the above objectives by adopting a "bottom-up" stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation. The portfolio is constructed within a framework that is independent of the benchmark in terms of stock, sector and country weights. Added value is expected to come from the Portfolio Manager's high conviction approach to stock selection.
The currency exposure of the Fund is typically unhedged, although currency hedging may be used to protect investments at the discretion of the investment manager.
Derivatives may be used in managing the Fund.