What can we help you find?
Search by Topic

Your search had no results

Please try the following to find what you’re looking for:

  • Check your spelling
  • Try different words or word combinations (E.g. "fund form")
Diversified Option

Diversified Option

Investment Type
Investment Product
Investment Type & Product
Investment Type
Investment Product

Pricing & Performance

Fund Commencement: June 2011

Unit Pricing

As at
Entry 1.783
Exit 1.780
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month -1.47% -1.47%
3 month -3.02% -3.02%
6 month -1.83% -1.83%
1 year 3.07% 3.07%
3 year 3.54% 3.54%
5 year 3.45% 3.45%
10 year 3.52% 3.52%

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 1.5% (before fees and after tax) over rolling 5-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark 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 $3,000
Minimum Initial Investment (with saving plan) $3,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 10 - 25%
Cash 0 - 30%
International shares 15 - 40%
Real estate 0 - 15%
International fixed income 10 - 40%
Income alternatives 0 - 10%
Growth alternatives 0 - 20%
Australian fixed income 5 - 30%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.33%
Buy / Sell Spread 0.2% / 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.

How to Invest

Perpetual Select Super Plan application Download application form
Perpetual Select Super Plan additional investment download application form

Perpetual Select Super Plan is designed for employees, employers and the self-employed who want a super fund that is easy to use.

 

New applications to invest in Perpetual Select Super Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

 

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

 

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

 

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

‚ÄčPerpetual select pension updates

Pricing & Performance

Fund Commencement: June 2011

Unit Pricing

As at
Entry 1.917
Exit 1.913
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month -1.67% -1.67%
3 month -3.43% -3.43%
6 month -2.04% -2.04%
1 year 3.44% 3.44%
3 year 3.97% 3.97%
5 year 3.80% 3.80%
10 year 4.00% 4.00%

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 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 $20,000
Minimum Initial Investment (with saving plan) Nil Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 10 - 25%
Cash 0 - 30%
International shares 15 - 40%
Real estate 0 - 15%
International fixed income 10 - 40%
Income alternatives 0 - 10%
Growth alternatives 0 - 20%
Australian fixed income 5 - 30%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.36%
Buy / Sell Spread 0.2% / 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.

How to Invest

Perpetual Select Account Based Pension Plan Download application form
Perpetual Select Account Based Pension Plan Additional investment form

The Perpetual Select Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.

 

New applications to invest in Perpetual Select Account Based Pension Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

 

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

 

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

 

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

Continuous disclosure and important updates for Perpetual Select Pension

Pricing & Performance

Fund Commencement: June 2011

Unit Pricing

As at
Entry 1.917
Exit 1.913
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month -1.67% -1.67%
3 month -3.43% -3.43%
6 month -2.04% -2.04%
1 year 3.44% 3.44%
3 year 3.97% 3.97%
5 year 3.80% 3.80%
10 year 4.00% 4.00%

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%
International shares 15 - 40%
Real estate 0 - 15%
Cash and enhanced cash 0 - 30%
Fixed income 10 - 30%
Income alternatives 0 - 10%
Diversified credit 10 - 40%
Growth alternatives 0 - 20%
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 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. 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.