Perpetual offers many ways to enjoy retirement

With our advice and services business dating back to 1884, Perpetual has helped generations of Australians build and maintain their wealth. Today we continue to work with those who are planning for incomes beyond their working lives. Our pension funds provide a variety of types of income streams to meet your needs and provide access to a wide selection of options to match your investment needs. Click through any of our product names at right to see a brief description of each and download their offer documents for complete details.

Looking for fund details? Look no further...

You can view funds grouped by product in the table below or you may sort by asset class using the drop-down menu.  View the Product Disclosure Statement or Fund Overview when you click on each fund name in the table.

Morningstar profiles can be viewed through your online account access. Register for online account access.

Print Table
NameReturn % p.a.Investment
Timeframe *		Management
Cost (p.a.)		Asset
Class		Access Unit Prices via the links below Related
Info
1yr3yr5yr
Retirement Funds
Perpetual WealthFocus Allocated Pension Plan (Returns as at 31/07/2008)
Perpetual's Australian Share -12.18.715.5 5 years or longer 1.95% Australian Equity
Perpetual's Balanced Growth -8.93.98.6 5 years or longer 1.95% Diversified - Growth
Perpetual's Cash 6.25.45.0 No minimum 1.05% Cash
Perpetual's Concentrated Equity -10.810.0- 5 years or longer 1.95% Australian Equity
Perpetual's Conservative Growth -2.84.36.3 3 years or longer 1.75% Diversified - Conservative
Perpetual's Diversified Growth -4.74.07.1 3 years or longer 1.85% Diversified - Balanced
Perpetual's Diversified Income 0.0-- 3 years or longer 1.65% Income & Fixed Interest
Perpetual's Ethical SRI -27.75.8- 5 years or longer 2.25% Australian Equity
Perpetual's Geared Australian -34.98.4- 7 years or longer 1.95%(g)/3.074%(n) Australian Equity
Perpetual's Industrial Share -22.33.210.7 5 years or longer 1.95% Australian Equity
Perpetual's International Share -18.3-2.51.8 5 years or longer 2.15% International Equity
Perpetual's Mortgage 5.85.75.6 1 year or longer 1.30% Mortgages
Perpetual's Property Income -26.3-0.3- 5 years or longer 1.95%* Property
Perpetual's Property Securities -43.1-8.11.5 5 years or longer 1.80% Property
Perpetual's SHARE-PLUS -8.29.5- 5 years or longer 1.95%* Australian Equity
Perpetual's Smaller Companies -19.310.915.7 5 years or longer 1.95% Australian Equity - Smaller Companies
Perpetual's Split Growth -19.2-0.15.4 5 years or longer 2.10% Diversified - Growth
Quantitative Investments Alpha Share -11.611.216.2 5 years or longer 1.75% Australian Equity
Perpetual WealthFocus Allocated Pension Plan - External Fund Managers available (Returns as at 31/07/2008)
Aberdeen Australian Bond 1.2-- 3 years or longer 1.40% Income & Fixed Interest
ABN AMRO Australian Equity -15.27.8- 5 years or longer 1.95% Australian Equity
ABN AMRO Global Equity
(closed to new investors)		 -16.6-2.7- 5 years or longer 2.15% International Equity
Advance Imputation -11.46.9- 5 years or longer 1.95% Australian Equity
AMP Capital Equity -9.39.6- 5 years or longer 1.95% Australian Equity
APN Property for Income -26.71.0- 5 years or longer 2.10% Property
Ausbil Australian Emerging Leaders -14.9-- 5 years 2.10%* Australian Equity - Smaller Companies
Australian Unity Mortgage Income --- 2 years or longer 1.80% Mortgages
AXA Global Equity Value -28.2-1.8- 5 years or longer 2.15% International Equity
Barclays Australian Share -16.68.8- 3 to 5 years 1.95% Australian Equity
Barclays Diversified Growth -11.84.3- 3 to 5 years 1.95% Diversified - Growth
Barclays Diversified Stable -3.23.6- 3 years or longer 1.75% Diversified - Conservative
Barclays International Share -20.9-2.5- 3 to 5 years 2.15% International Equity
Barclays Property Securities Index -34.4-- 3 years or longer 1.50% Property
BT Australian Share --- 5 years or longer 1.95% Australian Equity
Challenger Australian Share Fund -20.6-- 5 years or longer 1.95% Australian Equity
Challenger Howard Mortgage 6.3-- One year or longer 1.80% Mortgages
Challenger Property Securities -38.0-5.7- 3 years or longer 1.85% Property
Colonial First State Balanced -8.33.0- 3 years or longer 1.95% Diversified - Balanced
Colonial First State Imputation
(closed to new investors)		 -16.76.2- 6 years or longer 1.95% Australian Equity
Credit Suisse Global Hybrid Income -1.0-- 3 years 1.65% Income & Fixed Interest
Credit Suisse Select Investment International Shares -16.5-0.7- 5 years or longer 2.15% International Equity
DWS Global Equity Thematic --- 5 years or longer 2.15% International Equity
Fidelity Australian Equities --- 5 years or longer 1.95% Australian Equity
Goldman Sachs JBWere Australian Infrastructure --- 5 years or longer 2.05% Infrastructure
Goldman Sachs JBWere Global Small Companies -25.5-3.5- 5 years or longer 2.20% International Equity - Smaller Companies
Goldman Sachs JBWere International -16.9-1.2- 5 years or longer 2.15% International Equity
ING Diversified Fixed Interest --- 3 years or longer 1.60% Income & Fixed Interest
ING Managed Growth -11.54.2- 5 years or longer 1.95% Diversified - Growth
ING Tax Effective Income -15.13.6- 5 years or longer 2.00% Diversified - Growth
Intech Australian Shares Active -17.76.9- 5 years or longer 1.95% Australian Equity
Intech Balanced Growth -7.83.56.4 5 years or longer 1.85% Diversified - Balanced
Intech Conservative Growth -3.33.3- 3 years or longer 1.75% Diversified - Conservative
Intech Growth -11.63.87.3 7 years or longer 1.95% Diversified - Growth
Intech International Shares Active (Unhedged) -22.0-2.9- 5 years or longer 2.15% International Equity
Investors Mutual Australian Share -16.25.4- 5 years or longer 2.15% Australian Equity
Investors Mutual Future Leaders -24.83.7- 5 years or longer 2.15%* Australian Equity - Smaller Companies
Merrill Lynch Monthly Income -8.7-- Three years 1.65% Income & Fixed Interest
Perennial Value Shares -13.1-- Five years 1.95% Australian Equity
Platinum Asia -14.4-- 5 years or longer 2.75% International Equity
Platinum International -16.92.4- 5 years or longer 2.75% International Equity
RCM Global Equities
(closed to new investors)		 -20.8-0.7- 5 years or longer 2.15% International Equity
RREEF Global (ex Australia) Property Securities -11.8-- 5 years or longer 2.10% Property
Schroder Australian Equity -15.18.8- 3-5 years or longer 1.95% Australian Equity
Schroder Balanced -8.05.8- 5 years or longer 1.95% Diversified - Growth
T. Rowe Price Global Equity --- 5-7 years or longer 2.15% International Equity
UBS Australian Share
(closed to new investors)		 -14.58.9- 5 years or longer 1.95% Australian Equity
UBS Balanced Investment -13.31.7- 5 years or longer 1.85% Diversified - Balanced
UBS Defensive Investment -5.92.1- 3 years or longer 1.75% Diversified - Conservative
UBS Diversified Fixed Income 0.52.1- 3 years or longer 1.40% Income & Fixed Interest
UBS International Share -21.0-4.6- 5 years or longer 2.15% International Equity
Vanguard Australian Fixed Interest Index 4.33.2- 3 years or longer 1.30% Income & Fixed Interest
Vanguard International Shares Index (Hedged) -12.04.9- Five years 1.70% International Equity
Vanguard Property Securities Index -38.6-5.9- 5 years or longer 1.50% Property
Perpetual WealthFocus Term Allocated Pension Plan (Returns as at 31/07/2008)
Perpetual's Australian Share -12.18.7- 5 years or longer 1.95% Australian Equity
Perpetual's Balanced Growth -8.93.9- 5 years or longer 1.95% Diversified - Growth
Perpetual's Cash 6.25.4- No minimum 1.05% Cash
Perpetual's Concentrated Equity -10.810.0- 5 years or longer 1.95% Australian Equity
Perpetual's Conservative Growth -2.84.3- 3 years or longer 1.75% Diversified - Conservative
Perpetual's Diversified Growth -4.74.0- 3 years or longer 1.85% Diversified - Balanced
Perpetual's Diversified Income 0.0-- 3 years or longer 1.65% Income & Fixed Interest
Perpetual's Ethical SRI -27.75.8- 5 years or longer 2.25% Australian Equity
Perpetual's Geared Australian -34.98.4- 7 years or longer 1.95%(g)/3.074%(n) Australian Equity
Perpetual's Industrial Share -22.33.2- 5 years or longer 1.95% Australian Equity
Perpetual's International Share -18.3-2.5- 5 years or longer 2.15% International Equity
Perpetual's Mortgage 5.85.7- 1 year or longer 1.30% Mortgages
Perpetual's Property Income -26.3-0.3- 5 years or longer 1.95%* Property
Perpetual's Property Securities -43.1-8.1- 5 years or longer 1.80% Property
Perpetual's SHARE-PLUS -8.29.5- 5 years or longer 1.95%* Australian Equity
Perpetual's Smaller Companies -19.310.9- 5 years or longer 1.95% Australian Equity - Smaller Companies
Perpetual's Split Growth -19.2-0.1- 5 years or longer 2.10% Diversified - Growth
Quantitative Investments Alpha Share -11.611.2- 5 years or longer 1.75% Australian Equity
Perpetual WealthFocus Term Allocated Pension Plan - External Fund Managers available (Returns as at 31/07/2008)
Aberdeen Australian Bond 1.2-- 3 years or longer 1.40% Income & Fixed Interest
ABN AMRO Australian Equity --- 5 years or longer 1.95% Australian Equity
ABN AMRO Global Equity
(closed to new investors)		 --- 5 years or longer 2.15% International Equity
Advance Imputation --- 5 years or longer 1.95% Australian Equity
AMP Capital Equity --- 5 years or longer 1.95% Australian Equity
APN Property for Income --- 5 years or longer 2.10% Property
Ausbil Australian Emerging Leaders --- 5 years 2.10%* Australian Equity - Smaller Companies
Australian Unity Mortgage Income --- 2 years or longer 1.80% Mortgages
AXA Global Equity Value --- 5 years or longer 2.15% International Equity
Barclays Australian Share --- 3 to 5 years 1.95% Australian Equity
Barclays Diversified Growth --- 3 to 5 years 1.95% Diversified - Growth
Barclays Diversified Stable --- 3 years or longer 1.75% Diversified - Conservative
Barclays International Share --- 3 to 5 years 2.15% International Equity
Barclays Property Securities Index --- 3 to 5 years 1.50% Property
BT Australian Share --- 5 years or longer 1.95% Australian Equity
Challenger Australian Share --- 5 years or longer 1.95% Australian Equity
Challenger Howard Mortgage --- One year or longer 1.80% Mortgages
Challenger Property Securities --- 3 years or longer 1.85% Property
Colonial First State Balanced --- 3 years or longer 1.95% Diversified - Balanced
Colonial First State Imputation
(closed to new investors)		 --- 6 years or longer 1.95% Australian Equity
Credit Suisse Global Hybrid Income -1.0-- Three years 1.65% Income
Credit Suisse Select Investment International Shares --- 5 years or longer 2.15% International Equity
DWS Global Equity Thematic --- 5 years or longer 2.15% International Equity
Fidelity Australian Equities --- 5 years or longer 1.95% Australian Equity
Goldman Sachs JBWere Australian Infrastructure --- 5 years or longer 2.05% Infrastructure
Goldman Sachs JBWere Global Small Companies --- 5 years or longer 2.20% International Equity - Smaller Companies
Goldman Sachs JBWere International --- 5 years or longer 2.15% International Equity
ING Diversified Fixed Interest --- 3 years or longer 1.60% Income & Fixed Interest
ING Managed Growth --- 5 years or longer 1.95% Diversified - Growth
ING Tax Effective Income --- 5 years or longer 2.00% Diversified - Growth
Intech Australian Shares Active --- 5 years or longer 1.95% Australian Equity
Intech Balanced Growth --- 5 years or longer 1.85% Diversified - Balanced
Intech Conservative Growth --- 3 years or longer 1.75% Diversified - Conservative
Intech Growth --- 7 years or longer 1.95% Diversified - Growth
Intech International Shares Active (Unhedged) --- 5 years or longer 2.15% International Equity
Investors Mutual Australian Share --- 5 years or longer 2.15% Australian Equity
Investors Mutual Future Leaders --- 5 years or longer 2.15%* Australian Equity - Smaller Companies
Merrill Lynch Monthly Income --- Three years 1.65% Income & Fixed Interest
Perennial Value Shares --- Five years 1.95% Australian Equity
Platinum Asia --- 5 years or longer 2.75% International Equity
Platinum International --- 5 years or longer 2.75% International Equity
RCM Global Equities
(closed to new investors)		 --- 5 years or longer 2.15% International Equity
RREEF Global (ex Australia) Property Securities -11.8-- 5 years or longer 2.10% Property
Schroder Australian Equity --- 3-5 years or longer 1.95% Australian Equity
Schroder Balanced --- 5 years or longer 1.95% Diversified - Growth
T. Rowe Price Global Equity --- 5-7 years or longer 2.15% International Equity
UBS Australian Share
(closed to new investors)		 --- 5 years or longer 1.95% Australian Equity
UBS Balanced Investment --- 3-5 years 1.85% Diversified - Balanced
UBS Defensive Investment --- 3 years or longer 1.75% Diversified - Conservative
UBS Diversified Fixed Income --- 3 years or longer 1.40% Income & Fixed Interest
UBS International Share --- 5 years or longer 2.15% International Equity
Vanguard Australian Fixed Interest Index --- 3 years or longer 1.30% Income & Fixed Interest
Vanguard International Shares Index (Hedged) --- Five years 1.70% International Equity
Vanguard Property Securities Index --- 5 years or longer 1.50% Property
Perpetual's Select Allocated Pension Plan (Returns as at 30/06/2008)
Cash Investment Option 2.83.93.9 2 years or less 1.68% Cash
Limited Share Portfolio Investment Option -8.112.115.1 5 years or longer 1.97% Australian Equity
Perpetual's Select Allocated Pension Plan - External Fund Managers available (Returns as at 30/06/2008)
Australian Share Investment Option -17.08.814.0 5 years or longer 2.08% Australian Equity
Balanced Investment Option -14.03.66.9 5 years or longer 2.02% Diversified - Balanced
Capital Guarantee Investment Option
(closed to new investors)		 4.65.44.0 2 years or longer 1.62% Diversified - Conservative
Conservative Investment Option -6.14.05.7 3 years or longer 1.91% Diversified - Conservative
Fixed Interest Investment Option 3.52.83.7 2 years or longer 1.87% Income
Growth Investment Option -17.13.67.5 5 years or longer 2.07% Diversified - Growth
High Growth Investment Option -18.75.0- 5 years or longer 2.14% Diversified - Growth
International Share Investment Option -22.70.14.1 5 years or longer 2.33% International Equity
Real Estate Investment Option -33.6-2.82.5 5 years or longer 2.00% Property
Perpetual's Select Term Allocated Pension Plan (Returns as at 30/06/2008)
Cash Investment Option 2.83.93.9 2 years or less 1.68% Cash
Limited Share Portfolio Investment Option -8.112.115.1 5 years or longer 1.97% Australian Equity
Perpetual's Select Term Allocated Pension Plan - External Fund Managers available (Returns as at 30/06/2008)
Australian Share Investment Option -17.08.814.0 5 years or longer 2.08% Australian Equity
Balanced Investment Option -14.03.66.9 5 years or longer 2.02% Diversified - Balanced
Capital Guarantee Investment Option
(closed to new investors)		 4.65.44.0 2 years or longer 1.62% Diversified - Conservative
Conservative Investment Option -6.14.05.7 3 years or longer 1.91% Diversified - Conservative
Fixed Interest Investment Option 3.52.83.7 2 years or longer 1.87% Income
Growth Investment Option -17.13.67.5 5 years or longer 2.07% Diversified - Growth
High Growth Investment Option -18.75.0- 5 years or longer 2.14% Diversified - Growth
International Share Investment Option -22.70.14.1 5 years or longer 2.33% International Equity
Real Estate Investment Option -33.6-2.82.5 5 years or longer 2.00% Property

*Investment Timeframes are only a guideline and should not be used as a recommendation. This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL  234426 and Perpetual Superannuation Limited (PSL) ABN 84 008 416 831 AFSL 225246 RSE L0003315. 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 PDS for the relevant fund should be considered before deciding whether to acquire or hold units in the fund. The PDS can be obtained by clicking on the fund name.

Neither Perpetual Limited ABN 86 000 431 827 or its subsidiaries guarantees the performance of any fund or the return of an investor’s capital. Total return shown for the Funds have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made to taxation. Past performance is not indicative of future performance.

Our Funds

WealthFocus account based pension