Performance as at 31/12/2019
Returns as at 31/12/2019
|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 with a strong emphasis on Australian and international shares, as well as growth alternative investments - 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.
Invests into a diverse mix of assets.
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.
Refer to the Gearing policy' on page 8 of the Perpetual 'Select Super Plan Operating 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.)||3.73% (n)|
|Buy / Sell Spread||0.4% / 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||35 - 60%|
|Gearing level||0 - 50%|
|International shares||25 - 45%|
|Cash and enhanced cash||0 - 12%|
|Growth alternatives||0 - 25%|
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