Masterfunds
Perpetual offers a dedicated team of professionals to serve our Masterfunds/IDPS clients. We recognise the specialised needs of these investors and provide quick access online to our people, our processes and our investment products.
Funds available to Masterfund clients:
| Fund name | Description | Downloads |
|---|---|---|
| Diversified Funds | ||
| Perpetual Wholesale Balanced Growth Fund | Aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. |  PDS |
| Perpetual Wholesale Conservative Growth Fund | Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. | PDS |
| Perpetual Wholesale Diversified Growth Fund | Aims to provide long-term capital growth and regular income through investment in a diversified portfolio of growth and income assets. | PDS |
| Perpetual Wholesale Split Growth Fund | Aims to achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. | PDS |
| Australian Equities | ||
| Perpetual Wealthfocus Industrial Share Fund | Aims to provide long-term capital growth and regular income through investment in quality Australian industrial shares. | PDS |
| Perpetual Wholesale Australian Fund | Aims to provide long-term capital growth and income through investment in quality shares. | PDS |
| Perpetual Wholesale Concentrated Equity Fund | Aims to provide long-term capital growth and income through investment in quality shares. | PDS |
| Perpetual Wholesale Ethical SRI Fund | Aims to provide long-term capital growth and income through investment in quality shares of socially responsible companies. | PDS |
| Perpetual Wholesale Geared Australian Fund | Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality shares. | PDS |
| Perpetual Wholesale Industrial Fund | Aims to provide long-term capital growth and regular income through investment in quality Australian industrial shares. | PDS |
| Perpetual Wholesale SHARE-PLUS Long-Short Fund | Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. | PDS |
| Perpetual Wholesale Smaller Companies Fund | Aims to provide long-term capital growth and income through investment in quality Australian shares which, when first acquired do not rank in the S&P/ASX 50 Index. | PDS |
| Global Equities | ||
| Perpetual Wealthfocus International Share Fund | Aims to provide long-term capital growth through investment in international shares. | PDS |
| Perpetual Wholesale Global Resources Fund - Class B (for IDPS investors) | Aims to provide long-term capital growth through investment in quality global resource shares. | PDS |
| Perpetual Wholesale International Share Fund | Aims to provide long-term capital growth through investment in international shares. | PDS |
| Cash & Fixed Income | ||
| Perpetual Exact Market Cash Fund | Aims to provide investors with regular income by investing in deposits, money market and fixed income securities. Aims to match the stated benchmark with no management fees on an ongoing basis. | PDS |
| Perpetual Wholesale Diversified Income Fund | Aims to provide regular income and consistent returns above the UBS Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets. | PDS |
| Perpetual Wholesale Monthly Income Fund | Aims to provide investors with capital stability and a regular monthly income by investing predominantly in a pool of quality first registered Australian direct commercial mortgages. | PDS |
| Perpetual Wholesale Dynamic Fixed Income Fund |
Aims to provide: |
PDS |
| Property | ||
| Perpetual Wholesale Property Income Fund | Aims to provide stable income and long-term capital growth by investing in both listed property related securities and unlisted property funds. | PDS |
| Perpetual Wholesale Property Securities Fund | Aims to provide long-term capital growth and income by investing in listed property related securities. | PDS |
Contact us
Phone 1800 110 941
