Australian Share Option

Ways to Invest

So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:

Australian Share Option

Pricing & Performance

Performance as at 31/10/2018

Returns as at 31/10/2018

  Growth % Total %
1 month -5.64 -5.64
3 month -5.90 -5.90
6 month -0.71 -0.71
1 year 2.26 2.26
3 year 7.19 7.19
5 year 5.98 5.98
10 year 8.62 8.62

Unit Prices as at 10/12/2018

Entry
78.252
Exit
78.018
View price history

Fund Commencement Date

December 1994

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

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.

Investment Approach

The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
Derivatives may be used in managing the investment option.

Investment Details

Minimum Initial Investment Nil

Fees

Entry N/A
Exit $51.25 per withdrawal
Management Cost (p.a.) 2.21%
Buy / Sell Spread 0.3% / Nil
Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

How to Invest

  1. If you are interested in making an investment in the Perpetual Select Account Based Pension Plan


    Review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

    Send the completed application & documents to the address below.

    > Important information and continuous disclosure

    > Find out more about Perpetual Select

  2. If you are an existing investor in Perpetual Select Account Based Pension


    All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.

  3. Mailing and application details

    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/10/2018

Returns as at 31/10/2018

  Growth % Total %
1 month -5.64 -5.64
3 month -5.90 -5.90
6 month -0.71 -0.71
1 year 2.26 2.26
3 year 7.19 7.19
5 year 5.98 5.98
10 year 8.62 8.62

Unit Prices as at 10/12/2018

Entry
78.252
Exit
78.018
View price history

Fund Commencement Date

December 1994

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

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.

Investment Approach

The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
Derivatives may be used in managing the investment option.

Investment Details

Minimum Initial Investment Nil

Fees

Entry up to 4%
Exit $51.25 per withdrawal
Management Cost (p.a.) 2.21%
Buy / Sell Spread 0.3% / Nil
Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

Investment Guidelines

Australian shares 90 - 100%
Cash 0 - 10%

Distribution

N/A

How to Invest

  1. The Perpetual Select Term Allocated Pension Plan is closed to new investors

  2. If you are an existing investor in WealthFocus Term Allocated Pension Plan

    All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.

  3. Mailing and application details


    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/10/2018

Returns as at 31/10/2018

  Growth % Total %
1 month -5.26 -5.26
3 month -5.44 -5.44
6 month -0.93 -0.93
1 year 1.77 1.77
3 year 6.37 6.37
5 year 5.23 5.23
10 year 7.37 7.37

Unit Prices as at 10/12/2018

Entry
62.494
Exit
62.307
View price history

Fund Commencement Date

December 1994

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

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.

Investment Approach

The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.

Derivatives may be used in managing the investment option.

Investment Details

Minimum Initial Investment $3,000
With Savings Plan  
Minimum Initial Investment $1,500
Monthly Minimum Nil

Fees

Entry N/A
Exit $51.25 per withdrawal
Management Cost (p.a.) 2.23%
Buy / Sell Spread 0.3% / Nil
Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

How to Invest

  1. If you are interested in making an investment in Perpetual Select Super Plan


    Review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

    Send the completed application & documents to the address below.


    > Important information and continuous disclosure

    > Find out more about Perpetual Select

  2. If you are an existing investor in Perpetual Select Super Plan


    All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.

  3. Mailing and application details


    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

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.

Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.

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