Ausbil Australian Emerging Leaders
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
Ausbil Australian Emerging Leaders
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | 1.18 | 1.18 |
| 3 month | 13.61 | 13.61 |
| 6 month | 18.98 | 18.98 |
| 1 year | 7.43 | 7.43 |
| 3 year | 4.01 | 4.01 |
| 5 year | 8.37 | 8.37 |
| 10 year | 6.59 | 6.59 |
Fund Commencement Date
| December 2005 |
Details & Fees
About this fund
-
Fund Manager
Ausbil Investment Management Limited
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Asset Class
Australian shares
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 Accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.
Investment Approach
The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.
Investment Details
| Minimum Initial Investment | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | Nil |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.43% plus performance fee* |
| Buy / Sell Spread | 0.5% / Nil |
| * Performance hurdle - Composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) plus 0.85% pa | |
Investment Guidelines
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Super Plan
Review the Product Disclosure Statement (PDS) for WealthFocus Wholesale Super Plan and other offer documents and consider your investment option carefully.
Send the completed application & documents to the address below.
-
New and existing investors - Invest using Perpetual’s online application form
-
If you are an existing investor in WealthFocus Super Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Super Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | 1.67 | 1.67 |
| 3 month | 15.16 | 15.16 |
| 6 month | 21.51 | 21.51 |
| 1 year | 8.77 | 8.77 |
| 3 year | 4.71 | 4.71 |
| 5 year | 9.21 | 9.21 |
| 10 year | 7.23 | 7.23 |
Fund Commencement Date
| December 2005 |
Details & Fees
About this fund
-
Fund Manager
Ausbil Investment Management Limited
-
Asset Class
Australian shares
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform the benchmark per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 Accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.
Investment Approach
The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.43% plus performance fee* |
| Buy / Sell Spread | 0.5% / Nil |
| * Performance hurdle - Composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) plus 0.85% pa | |
Investment Guidelines
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in the Perpetual WealthFocus Account Based Pension Plan
Review the Product Disclosure Statement (PDS) for Perpetual WealthFocus Account Based Pension Plan (which includes the Account Based Pension Plan) and other offer documents and consider your investment option carefully.
It is likely that the WealthFocus Pension Plan will be most suitable for new investors.
-
If you are an existing investor in WealthFocus Account Based Pension Plan
All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and Application Details
Send your completed application & identification documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171, Sydney NSW 2001
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | 1.67 | 1.67 |
| 3 month | 15.16 | 15.16 |
| 6 month | 21.51 | 21.51 |
| 1 year | 8.77 | 8.77 |
| 3 year | 4.71 | 4.71 |
| 5 year | 9.21 | 9.21 |
| 10 year | 7.23 | 7.23 |
Fund Commencement Date
| December 2005 |
Details & Fees
About this fund
-
Fund Manager
Ausbil Investment Management Limited
-
Asset Class
Australian shares
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform the benchmark per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 Accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.
Investment Approach
The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.43% may include performance fee* |
| Buy / Sell Spread | 0.5% / Nil |
| * Performance hurdle - Composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) plus 0.85% pa | |
Investment Guidelines
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors
-
If you are an existing investor in WealthFocus Term Allocated Pension Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | 1.69 | -- | 1.69 |
| 3 month | 15.17 | -- | 15.17 |
| 6 month | 21.54 | -- | 21.54 |
| 1 year | 8.64 | -- | 8.64 |
| 3 year | -3.22 | 7.24 | 4.03 |
| 5 year | -2.21 | 10.83 | 8.62 |
| 10 year | -0.07 | 6.69 | 6.62 |
Distributions
| Frequency | Half Yearly |
| Cents per Unit | 0.000 |
| Reinvestment Price | 1.000 |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
Ausbil Investment Management Limited
-
Asset Class
Australian shares
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 Accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.
Investment Approach
The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.
Investment Details
| Minimum Initial Investment | $2,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,000 |
| Monthly Minimum | Nil |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.39% may include performance fee* |
| Buy / Sell Spread | 0.5% / Nil |
| *Performance hurdle - Composite benchmark (70% S&P/ASX Midcap 50 Accumulation Index and 30% S&P/ASX Small Ordinaries Accumulation Index) plus 0.85% pa | |
Investment Guidelines
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
Distribution
| Half Yearly |
| June 30, December 31 |
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Investment Advantage
Review the Product Disclosure Statement (PDS) for WealthFocus Investment Advantage and related documents to ensure you understand how the Fund works and the risks involved.
Send the completed application & documents to the address below.
-
New and existing investors - Invest using Perpetual’s online application form
-
Make an additional investment to WealthFocus Investment Advantage
- Review the current PDS and related documents. They may have changed since you first invested.
- Download and complete an Additional Investments form. Send the form to the address below.
- If you have online account access, you can complete the additional investment form online.
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads
Awards and recognition
