Performance as at 31/01/2021
Returns as at 31/01/2021
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
5 years or longer
Aims to: * provide long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments * outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
The underlying fund invests in a diverse mix of growth, defensive and other assets, with a focus on Australian and international shares.
Tactical asset allocation strategies may be applied, which involves the fund adjusting its exposure to asset classes on a regular basis within the investment guidelines.
Currency is managed at the underlying fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Exposure to foreign currency will be limited to 50% of the gross asset value of the underlying fund.
Derivatives and exchange traded funds may be used in managing each asset class.
|Minimum Initial Investment||$50,000|
|Minimum Additional Investment||$10,000|
|Management Cost (p.a.)||1.32%|
|Buy / Sell Spread||0.3% / Nil|
|Australian shares||10 - 50%|
|International shares||10 - 50%|
|Property||0 - 15%|
|Cash and enhanced cash||0 - 30%|
|Fixed income||0 - 45%|
|Other investments||0 - 30%|
If you are interested in making an investment in Perpetual’s Pooled Super Trust
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.
If you are an existing investor in Perpetual’s Pooled Super Trust
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 your completed application & identification documents to:
Reply Paid 4171
Perpetual's Pooled Super Trust
GPO Box 4171, Sydney NSW 2001