Performance as at 30/09/2020
Returns as at 30/09/2020
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
7 years or longer
Aims to: - provide members with enhanced long-term growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods
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.
Derivatives may be used in managing the investment option.
See Gearing policy' on page 8 of the Perpetual Select Super Plan Operation your Super Plan account document for details on how the underlying geared fund's gearing is managed.
|Minimum Initial Investment||$3,000|
|With Savings Plan|
|Minimum Initial Investment||$1,500|
|Management Cost (p.a.)||4.64% (n)|
|Buy / Sell Spread||0.6% / 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.|
|Australian shares||80 - 100%|
|Cash||0 - 20%|
|Gearing level||0 - 60%|
If you are interested in making an investment in Perpetual Select Super Plan
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