Fixed Income Option
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
Fixed Income Option
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.24 | -0.24 |
| 3 month | 0.74 | 0.74 |
| 6 month | 0.93 | 0.93 |
| 1 year | 1.22 | 1.22 |
| 3 year | 2.07 | 2.07 |
| 5 year | 2.00 | 2.00 |
| 10 year | 2.92 | 2.92 |
Fund Commencement Date
| December 1994 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Cash and fixed income
-
Suggested Length
2 years or longer
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.
Investment Approach
The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
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.
Investment Details
| Minimum Initial Investment | Nil |
Fees
| Entry | N/A |
| Exit | N/A |
| Management Cost (p.a.) | 1.98% |
| Buy / Sell Spread | 0.23% / Nil |
| 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. | |
Investment Guidelines
| Cash | 0 - 20% |
| Fixed income | 0 - 100% |
| Diversified credit (including mortgages) | 0 - 100% |
Distribution
| N/A |
How to Invest
-
If you are interested in making an investment in the Perpetual Select Account Based Pension Plan
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.
-
If you are an existing investor in Perpetual Select Account Based Pension
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:
Perpetual Select Super Plan & 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 | -0.24 | -0.24 |
| 3 month | 0.74 | 0.74 |
| 6 month | 0.93 | 0.93 |
| 1 year | 1.22 | 1.22 |
| 3 year | 2.07 | 2.07 |
| 5 year | 2.00 | 2.00 |
| 10 year | 2.92 | 2.92 |
Fund Commencement Date
| December 1994 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Cash and fixed income
-
Suggested Length
2 years or less
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types.
Investment Approach
The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
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.
Investment Details
| Minimum Initial Investment | Nil |
Fees
| Entry | up to 4% |
| Exit | N/A |
| Management Cost (p.a.) | 1.98% |
| Buy / Sell Spread | 0.34% / Nil |
| 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. | |
Investment Guidelines
| Cash | 0 - 10% |
| Fixed income | 0 - 100% |
| Diversified credit (including mortgages) | 0 - 100% |
Distribution
| N/A |
How to Invest
-
The Perpetual Select Term Allocated Pension Plan is closed to new investors
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If you are an existing investor in WealthFocus Term Allocated 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:
Perpetual Select Super Plan & 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 | -0.22 | -0.22 |
| 3 month | 0.58 | 0.58 |
| 6 month | 0.71 | 0.71 |
| 1 year | 1.06 | 1.06 |
| 3 year | 1.75 | 1.75 |
| 5 year | 1.65 | 1.65 |
| 10 year | 2.42 | 2.42 |
Fund Commencement Date
| December 1994 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Cash and fixed income
-
Suggested Length
2 years or longer
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.
Investment Approach
The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
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.
Investment Details
| Minimum Initial Investment | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | Nil |
Fees
| Entry | N/A |
| Exit | N/A |
| Management Cost (p.a.) | 1.98% |
| Buy / Sell Spread | 0.23% / Nil |
| 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. | |
Investment Guidelines
| Cash | 0 - 20% |
| Fixed income | 0 - 100% |
| Diversified credit (including mortgages) | 0 - 100% |
Distribution
| N/A |
How to Invest
-
If you are interested in making an investment in Perpetual Select Super Plan
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.
Downloads
-
If you are an existing investor in Perpetual Select Super 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 your completed application & identification documents to:
Perpetual Select Super Plan & Pension Plan
GPO Box 4171, Sydney NSW 2001
Awards and recognition
