BlackRock Diversified ESG Growth
Ways to Invest
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BlackRock Diversified ESG Growth
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | -0.19 | -- | -0.19 |
| 3 month | 5.92 | -- | 5.92 |
| 6 month | 6.86 | -- | 6.86 |
| 1 year | -1.66 | 0.13 | -1.53 |
| 3 year | -0.51 | 5.60 | 5.09 |
| 5 year | 0.78 | 6.32 | 7.09 |
| 10 year | 1.67 | 5.42 | 7.09 |
Distributions
| Frequency | Quarterly |
| Cents per Unit | 0.000 |
| Reinvestment Price | 1.000 |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
BlackRock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 30% of which represent interest bearing assets and 70% of which represent growth assets, before fees over rolling three-year periods.
Investment Approach
BlackRock invests in various asset classes by investing in other managed investment schemes including those managed by BlackRock or other entities within the BlackRock Group. The fund invests across a range of active and passive investment strategies to construct the portfolio's strategic asset allocation. Each active strategy utilises a disciplined approach to investing that aims to add value over the strategic allocation and control for risk. The fund also:
- integrates environmental, social and governance (ESG) considerations into the investment process
- screens out certain ESG sensitive sectors, including but not limited to tobacco, controversial weapons and nuclear weapons on a fund-wide level.
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.) | 1.42% |
| Buy / Sell Spread | 0.32% / Nil |
Investment Guidelines
| Australian equities | 10 - 40% |
| Cash | 0 - 10% |
| Australian bonds | 0 - 10% |
| Emerging market equities | 0 - 15% |
| Global real estate (REITs) | 0 - 10% |
| Global equities | 10 - 40% |
| Gold | 0 - 10% |
| Australian inflation linked bonds | 0 - 10% |
| Global high yield corporates | 0 - 10% |
| US inflation linked bonds | 0 - 10% |
| Listed infrastructure | 0 - 10% |
| Emerging market bonds | 0 - 10% |
Distribution
| Quarterly |
| March 31, June 30, September 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
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.19 | -0.19 |
| 3 month | 5.57 | 5.57 |
| 6 month | 6.47 | 6.47 |
| 1 year | -1.27 | -1.27 |
| 3 year | 5.07 | 5.07 |
| 5 year | 6.98 | 6.98 |
| 10 year | 6.75 | 6.75 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
BlackRock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 30% of which represent interest bearing assets and 70% of which represent growth assets, before fees over rolling three-year periods.
Investment Approach
BlackRock invests in various asset classes by investing in other managed investment schemes including those managed by BlackRock or other entities within the BlackRock Group. The fund invests across a range of active and passive investment strategies to construct the portfolio's strategic asset allocation. Each active strategy utilises a disciplined approach to investing that aims to add value over the strategic allocation and control for risk. The fund also:
- integrates environmental, social and governance (ESG) considerations into the investment process
- screens out certain ESG sensitive sectors, including but not limited to tobacco, controversial weapons and nuclear weapons on a fund-wide level.
Investment Details
| Minimum Initial Investment | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | $100 |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.46% |
| Buy / Sell Spread | 0.32% / Nil |
Investment Guidelines
| Australian equities | 10 - 40% |
| Cash | 0 - 10% |
| Australian bonds | 0 - 10% |
| Emerging market equities | 0 - 15% |
| Global real estate (REITs) | 0 - 10% |
| Global equities | 10 - 40% |
| Gold | 0 - 10% |
| Australian inflation linked bonds | 0 - 10% |
| Global high yield corporates | 0 - 10% |
| US inflation linked bonds | 0 - 10% |
| Listed infrastructure | 0 - 10% |
| Emerging market bonds | 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 | -0.19 | -0.19 |
| 3 month | 5.92 | 5.92 |
| 6 month | 6.86 | 6.86 |
| 1 year | -1.49 | -1.49 |
| 3 year | 5.43 | 5.43 |
| 5 year | 7.45 | 7.45 |
| 10 year | 7.54 | 7.54 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
BlackRock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 30% of which represent interest bearing assets and 70% of which represent growth assets, before fees over rolling three-year periods.
Investment Approach
BlackRock invests in various asset classes by investing in other managed investment schemes including those managed by BlackRock or other entities within the BlackRock Group. The fund invests across a range of active and passive investment strategies to construct the portfolio's strategic asset allocation. Each active strategy utilises a disciplined approach to investing that aims to add value over the strategic allocation and control for risk. The fund also:
- integrates environmental, social and governance (ESG) considerations into the investment process
- screens out certain ESG sensitive sectors, including but not limited to tobacco, controversial weapons and nuclear weapons on a fund-wide level.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.46% |
| Buy / Sell Spread | 0.32% / Nil |
Investment Guidelines
| Australian equities | 10 - 40% |
| Cash | 0 - 10% |
| Australian bonds | 0 - 10% |
| Emerging market equities | 0 - 15% |
| Global real estate (REITs) | 0 - 10% |
| Global equities | 10 - 40% |
| Gold | 0 - 10% |
| Australian inflation linked bonds | 0 - 10% |
| Global high yield corporates | 0 - 10% |
| US inflation linked bonds | 0 - 10% |
| Listed infrastructure | 0 - 10% |
| Emerging market bonds | 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 | -0.19 | -0.19 |
| 3 month | 5.92 | 5.92 |
| 6 month | 6.86 | 6.86 |
| 1 year | -1.49 | -1.49 |
| 3 year | 5.43 | 5.43 |
| 5 year | 7.45 | 7.45 |
| 10 year | 7.54 | 7.54 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
BlackRock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 30% of which represent interest bearing assets and 70% of which represent growth assets, before fees over rolling three-year periods.
Investment Approach
BlackRock invests in various asset classes by investing in other managed investment schemes including those managed by BlackRock or other entities within the BlackRock Group. The fund invests across a range of active and passive investment strategies to construct the portfolio's strategic asset allocation. Each active strategy utilises a disciplined approach to investing that aims to add value over the strategic allocation and control for risk. The fund also:
- integrates environmental, social and governance (ESG) considerations into the investment process
- screens out certain ESG sensitive sectors, including but not limited to tobacco, controversial weapons and nuclear weapons on a fund-wide level.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.46% |
| Buy / Sell Spread | 0.32% / Nil |
Investment Guidelines
| Australian equities | 10 - 40% |
| Cash | 0 - 10% |
| Australian bonds | 0 - 10% |
| Emerging market equities | 0 - 15% |
| Global real estate (REITs) | 0 - 10% |
| Global equities | 10 - 40% |
| Gold | 0 - 10% |
| Australian inflation linked bonds | 0 - 10% |
| Global high yield corporates | 0 - 10% |
| US inflation linked bonds | 0 - 10% |
| Listed infrastructure | 0 - 10% |
| Emerging market bonds | 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
Awards and recognition
