Balanced Growth Investment Option

Ways to Invest

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Balanced Growth Investment Option

Pricing & Performance

Performance as at 31/07/2019

Returns as at 31/07/2019

  Growth % Total %
1 month 1.39 1.39
3 month 3.03 3.03
6 month 8.99 8.99
1 year 7.56 7.56
3 year 7.18 7.18
5 year 6.30 6.30
10 year 8.09 8.09

Unit Prices as at 15/08/2019

Entry
4.145
Exit
4.131
View price history

Fund Commencement Date

August 2003

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Diversified

  • Suggested Length

    5 years or longer

Investment Objective

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.

Investment Approach

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.

Investment Details

Minimum Initial Investment $50,000
Minimum Additional Investment $10,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.32%
Buy / Sell Spread 0.34% / Nil

Investment Guidelines

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%

Distribution

N/A

How to Invest

  1. 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.


    > Important information and continuous disclosure

    > Find out more about Perpetual Pooled Superannuation Trust

  2. 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.

  3. 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


    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.

Awards and recognition