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Perpetual Select

Perpetual Select

Multi-managed funds

Features and benefits

Consistency of returns

Meets investment objectives

Ease and convenience

Greater diversification

Consistency of returns

Blending investment managers and styles aims to improve the consistency of returns across different market cycles. This helps to smooth out the performance of each Select fund.

Meets investment objectives

Select offers a range of investment options. You can choose from multi-asset class (diversified) options, which offer diversification across and within asset classes; or single-asset class options, which offer diversification within an asset class.

Ease and convenience

Perpetual’s investment team rigorously assesses each investment manager, decides the appropriate asset allocation and regularly reviews how to invest in each asset class based on the long-term objectives of each Select fund. Leading investment managers around the world are appointed and monitored on your behalf.

Greater diversification

Select funds don’t just diversify by asset class. By combining investment managers with different investment styles and approaches, an additional layer of diversification is provided to your portfolio. This means you are not overexposed to risk if one investment manager or investment style significantly underperforms.

Multi-manager funds combining a wide range of asset classes.

Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund.

Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal.

Perpetual Select Investment Funds features:

  • Online Access
  • Invest via BPay or direct debit
  • Minimum initial investment: $5,000
  • Regular savings plan

Perpetual Select Super Plan features:

  • Online Access
  • Invest via BPay or direct debit
  • Minimum initial investment: $3,000
  • Regular savings plan

Perpetual Select Pension Plan features:

  • Online Access
  • Invest via BPay or direct debit
  • Minimum initial investment: $20,000

Perpetual Select Investment Funds are designed for investors who want a choice of investment options and a simple, convenient way to manage and diversify their portfolios.

A range of investment options

Choose from five single-asset class funds and five multi-asset class (diversified) multi-manager funds.

More information: 

Product Disclosure Statement

Target Market Determination

If you require a TMD for a specific fund, you can search for it via our price and performance page.

Perpetual Select Super Plan is designed for employees, and the self-employed who want a super fund that is easy to use.

A range of investment options

A range of investment options have been designed to meet different investment objectives. You are able to easily create a super portfolio by matching your own investment objectives with one or more of our options. You can choose from five multi-asset class or four single-asset class investment options.

Flexibility to make regular contributions into your super

You are able to make one-off and/or regular contributions to your super account (subject to maximum contribution caps for each financial year).

Optional insurance cover

Taking out insurance through super can be a tax effective way of securing extra peace of mind. Access to optional personal insurance within your super is available for salary continuance, death only and death and total and permanent disablement.

 

More information:

The Perpetual Select Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.

A range of investment strategies

Select from five multi-asset and four single asset-class investment options, which can be combined to create a portfolio that allows you to generate the mix of retirement income and capital growth you seek.

Flexible income and withdrawal

You choose the frequency of income payments from your pension and alter the amount as your needs change (subject to the government’s minimum withdrawal requirements). You may also withdraw lump sums. If you’re 60 years of age or over, you generally won’t pay tax on the income payments from your Select pension.

 

More information: 

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.

The Trustee and its Operations

Perpetual Select Super Plan and Pension Plan are products of Perpetual's Select Superannuation Fund (ABN 51 068 260 563, RES R1057034) (Fund.) Perpetual Superannuation Limited (PSL) is the trustee of the Fund. View all details for the

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