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LESSONS FROM 50 YEARS OF SHARE INVESTMENT

Invest in the Australian sharemarket for 50 years and you learn valuable lessons. Download our new eBook for the crucial insights we’ve learned along the way.

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Australian shares

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
Mgmt Cost
% (P.A.)
 

Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Select Investment Funds

Investment Objective

Provide long term capital growth and income primarily through investment in a diversified portfolio of Australian shares - Outperform the S&P/ASX300 Accumulation Index (before fees and tax) over rolling three-year periods.

Australian Share Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares (securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee) - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Geared Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Select Investment Funds

Investment Objective

Provide investors with enhanced long-term capital growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares - Outperform the S&P/ASX300 Accumulation Index (before fees and tax) over rolling three-year periods.

Geared Australian Share Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with enhanced long-term growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods

Implemented Australian Share Portfolio Fund

General

 
 
 
 

General Investment via Perpetual Select Investment Funds

Investment Objective

To provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian shares

Industrial Share Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

Aims to provide long term capital growth and income through investment in quality industrial shares

Limited Share Option Fund

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Limited Share Portfolio Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Perpetual Australian Share Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Concentrated Equity Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Ethical SRI Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Geared Australian Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Industrial Share Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

General Investment via Perpetual WealthFocus Investment Funds

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Pure Equity Alpha Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the RBA cash rate.

Perpetual Pure Microcap Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation of less than $250 million on acquisition. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX Small Ordinaries Accumulation Index.

Perpetual Pure Value Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.

Perpetual SHARE-PLUS Long-Short Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Smaller Companies Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and regular income through investment in quality industrial and resource shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Concentrated Equity Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and income through investment in quality industrial and resource shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Ethical SRI Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and regular income through investment in quality shares of socially responsible companies - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Geared Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Income Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

The Fund aims to provide investors with exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth.

Perpetual Wholesale Industrial Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and regular income through investment in quality industrial shares - outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale SHARE-PLUS Long-Short Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Smaller Companies Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: - provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index - outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Smaller Companies Share Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.

The Trust Company Australian Share Fund Fund

General

 
 
 
 

General Investment via Trust Company Investment Funds

Investment Objective

The Fund's investment universe allows it to invest from time to time directly or indirectly in stocks listed on sharemarket exchanges outside of Australia. To help manage the risk profile of the Fund relative to the Australian sharemarket, exposure to stocks listed outside of Australia is limited to 20% and any non-Australian dollar assets may be hedged to the Australian dollar.

The Trust Company Share Imputation Fund Fund

General

 
 
 
 

General Investment via Trust Company Investment Funds

Investment Objective

The Fund aims to provide investors with long-term capital growth and regular income through investment in quality industrial and resource shares and outperform the benchmark S&P/ASX 300 Accumulation Index over a rolling three-year period (before fees and taxes).

Wholesale Smaller Companies Fund No.2 Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

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.

Cash and fixed income

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
Mgmt Cost
% (P.A.)
 

Capital Guarantee Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Cash Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.

Fixed Income Fund Fund

General

 
 
 
 

General Investment via Perpetual Select Investment Funds

Investment Objective

To provide investors with income and capital stability through investment in a diversified portfolio of fixed income investments (including mortgages) - outperform (before fees and taxes), over rolling three-year periods, a composite benchmark reflecting the Fund's target allocations at any time to the various asset types.

Fixed Income Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types.

Implemented Fixed Income Portfolio Fund

General

 
 
 
 

General Investment via Perpetual Select Investment Funds

Investment Objective

To provide investors with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages).

Perpetual Active Fixed Interest Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Bond Index on an ongoing basis before fees and taxes.

Perpetual Cash Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index(before fees and taxes) on an ongoing basis.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.

Perpetual Cash Management Fund Fund

General

 
 
 
 

General Investment via Perpetual's Income Series

Investment Objective

To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities.

Perpetual Credit Income Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.

Perpetual Diversified Income Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

General Investment via Perpetual WealthFocus Investment Funds

Investment Objective

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.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

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.

Perpetual Dynamic Fixed Income Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide regular income and consistent returns above a composite benchmark comprising the Bloomberg AusBond Composite 0+ Yr Index (50%) and the Bloomberg AusBond Bank Bill Index (50%) over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.