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Diversified Option
The Perpetual Select Super and Pension Diversified Option closed on 23 April 2026. More information about the option closure is available here.
Pricing & Performance
Fund Commencement: June 2011
Unit Pricing
Performance
As at
Returns
As at
| Growth (%) | Total (%) | |
|---|---|---|
| 1 month | 3.01% | 3.01% |
| 3 month | 4.38% | 4.38% |
| 6 month | 3.86% | 3.86% |
| 1 year | 9.61% | 9.61% |
| 3 year | 4.78% | 4.78% |
| 5 year | 5.28% | 5.28% |
| 10 year | 4.54% | 4.54% |
Documents & Resources
Investment Approach
Invests into a diverse mix of assets. Tactical asset allocation strategies may be applied. This process involves the investment option adjusting its exposure to asset classes on a regular basis within the investment guidelines. Derivatives and exchange traded funds may be used in managing each asset class. The currency exposure of international assets is monitored and hedging strategies may be implemented (using derivatives) with the aim of reducing the impact of adverse currency movements.
Details & Fees
| Investment Objective | Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 2.0% (before fees and after tax) over rolling five-year periods - - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types. | ||
| Minimum Suggested Timeframe | 5 years or longer | ||
| Fund Manager | Perpetual Investment Management Limited | ||
| Asset Class | Diversified | ||
| Minimum Initial Investment | Nil | ||
| Minimum Initial Investment (with saving plan) | Nil | Monthly Minimum | Nil |
| Minimum Additional Investment | Nil |
| Australian shares | 10 - 25% |
| Cash and enhanced cash | 0 - 30% |
| Diversified credit | 10 - 40% |
| Fixed income | 10 - 30% |
| Growth alternatives | 0 - 20% |
| Income alternatives | 0 - 10% |
| International shares | 15 - 40% |
| Real estate | 0 - 15% |
| N/A |
| Entry | Up to 4% |
| Exit | N/A |
| Management Cost (p.a.) | 2.27%% |
| Buy / Sell Spread | 0.28% / Nil |
| Management Notes | 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. |
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest. The product disclosure statements and target market determinations for the Funds are available on this website.
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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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Singapore
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United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.