Aims to provide income tax exempt investors such as charitable trusts with a consistent income stream and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian Shares.
The Fund combines investment managers with different investment styles and philosophies. The Fund is managed according to its investment guidelines which have a set exposure to each investment manager. The Fund is regularly reviewed and re-weighted to the set investment guideline. This can help reduce the volatility of the investment by avoiding over exposure to a particular investment manager.
Minimum Initial Investment
Minimum Additional Investment
Management Fee (p.a.)
Buy / Sell Spread
0.24% / Nil
Refer to PDS for estimated total ongoing annual fees and costs.
Perpetual Investment Management Limited, as the responsible entity and product issuer, irrevocably elects to apply the declarations in ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 from 1 October 2020.