Growth 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:

Growth Option

Pricing & Performance

Performance as at 31/08/2019

Returns as at 31/08/2019

  Growth % Total %
1 month -0.32 -0.32
3 month 4.01 4.01
6 month 5.91 5.91
1 year 5.00 5.00
3 year 7.67 7.67
5 year 7.05 7.05
10 year 7.91 7.91

Unit Prices as at 11/10/2019

Entry
59.224
Exit
59.059
View price history

Fund Commencement Date

July 1992

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Diversified

  • Suggested Length

    5 years or longer

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) reflecting the underlying funds' target allocations at any time to the various asset types.

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.

Investment Details

Minimum Initial Investment Nil

Fees

Entry up to 4%
Exit N/A
Management Cost (p.a.) 2.35%
Buy / Sell Spread 0.28% / 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

Australian shares 15 - 45%
International shares 15 - 45%
Real estate 5 - 15%
Cash and enhanced cash 0 - 15%
Fixed income 0 - 25%
Income alternatives 0 - 10%
Diversified credit 0 - 10%
Growth alternatives 0 - 20%

Distribution

N/A

How to Invest

  1. The Perpetual Select Term Allocated Pension Plan is closed to new investors

  2. 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.

  3. Mailing and application details


    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/08/2019

Returns as at 31/08/2019

  Growth % Total %
1 month -0.20 -0.20
3 month 3.69 3.69
6 month 5.36 5.36
1 year 4.52 4.52
3 year 6.84 6.84
5 year 6.30 6.30
10 year 6.83 6.83

Unit Prices as at 11/10/2019

Entry
50.860
Exit
50.718
View price history

Fund Commencement Date

July 1992

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Diversified

  • Suggested Length

    5 years or longer

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark(refer to PDS for mre information)reflecting the underlying funds' target allocations at any time to the various asset types.

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.

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.) 2.37%
Buy / Sell Spread 0.28% / 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

Australian shares 15 - 45%
International shares 15 - 45%
Real estate 5 - 15%
Cash and enhanced cash 0 - 15%
Fixed income 0 - 25%
Income alternatives 0 - 10%
Diversified credit 0 - 10%
Growth alternatives 0 - 20%

Distribution

N/A

How to Invest

  1. 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.


    > Important information and continuous disclosure

    > Find out more about Perpetual Select

  2. 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.

  3. Mailing and application details


    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/08/2019

Returns as at 31/08/2019

  Growth % Total %
1 month -0.32 -0.32
3 month 4.01 4.01
6 month 5.91 5.91
1 year 5.00 5.00
3 year 7.67 7.67
5 year 7.05 7.05
10 year 7.91 7.91

Unit Prices as at 11/10/2019

Entry
59.224
Exit
59.059
View price history

Fund Commencement Date

July 1992

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Diversified

  • Suggested Length

    5 years or longer

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and after tax) over rolling five-to-ten-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.

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.

Investment Details

Minimum Initial Investment Nil

Fees

Entry N/A
Exit N/A
Management Cost (p.a.) 2.35%
Buy / Sell Spread 0.28% / 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

Australian shares 15 - 45%
Fixed interest 0 - 25%
International shares 15 - 45%
Real estate 5 - 15%
Cash and enhanced cash 0 - 15%
Income alternatives 0 - 10%
Diversified credit 0 - 10%
Growth alternatives 0 - 20%

Distribution

N/A

How to Invest

  1. 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.

    > Important information and continuous disclosure

    > Find out more about Perpetual Select

  2. 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.

  3. Mailing and application details

    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and 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.

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.

Awards and recognition