New Zealand advisers
|Perpetual WealthFocus Investment Funds|
|$AU2,000 minimum initial investment||
Currently Perpetual WealthFocus offers two investment products, Perpetual WealthFocus Investment Funds (WFIF) and Perpetual WealthFocus Investment Advantage (WFIA).
Following a comprehensive review, we are proposing to transfer most of the funds in WFIF to WFIA.
|Perpetual's Wholesale Funds|
|$AU25,000 minimum initial investment||
Please be mindful when viewing performance or other areas of our website, that it contains information about all of Perpetual’s funds, not only the funds offered to New Zealand investors.
To invest in a fund a New Zealand investor must:
1. Receive an Australian offer document for the relevant fund.
2. Read the Australian offer document and complete the application form attached to the offer document.
3. Send the completed application form and payment to us.
We must receive the application form from the current Australian offer document and the payment in order for us to process the application.
New Zealand investors can request a withdrawal by way of Perpetual buying back units. This is an alternative to withdrawing by redemption.
For more information contact NZ Adviser Services
Phone 0800 441 656 8.30am-6.00pm Monday to Friday (Sydney time)
NZ Adviser Services
Toll free 0800 441 656
- Email us