WealthFocus Investment Advantage

For more detailed information on Perpetual WealthFocus Investment Advantage.

• Product disclosure statement (PDS) - part 1
• Product disclosure statement (PDS) - part 2

Other relevant information about this investment

The following links provide incorporated information which form part of the Perpetual WealthFocus Investment Advantage PDS:

• The current buy/sell spread for each Investment Option
• The commencement date for each Investment Option
• Direct Debit Request Service Agreement
• Online Account Access conditions of use
• Our privacy policy
• Further details about the Anti-Money Laundering/Counter-Terrorism Financing laws included in the ‘About AML/CTF legal requirements’ section of the ‘Customer identification form'
• Details of current underlying investment managers
• The APIR codes for each investment option

Additional information about the investment management policies and details of the underlying portfolios for the mortgage and property investment options:

• Australian Unity Mortgage Income Investment Option 
• Challenger Howard Mortgage Investment Option 
• Perpetual's Mortgage Investment Option 
• Perpetual's Property Income Investment Option

You should read this information in conjunction with the PDS - more information on the new WealthFocus offering

Continuous disclosure

At present there are no continuous disclosure messages.