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 31/05/2022
Returns as at 31/05/2022
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.55 | -0.55 |
| 3 month | -2.28 | -2.28 |
| 6 month | -2.64 | -2.64 |
| 1 year | 4.19 | 4.19 |
| 3 year | 6.45 | 6.45 |
| 5 year | 6.65 | 6.65 |
| 10 year | 8.33 | 8.33 |
Fund Commencement Date
| July 1992 |
Fund Profile
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 3.5% (before fees and after tax) over rolling 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 | 0.27% / 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 - 40% |
| International shares | 25 - 60% |
| Real estate | 0 - 15% |
| Cash and enhanced cash | 0 - 30% |
| Fixed income | 0 - 10% |
| Income alternatives | 0 - 10% |
| Diversified credit | 0 - 10% |
| Growth alternatives | 0 - 20% |
Distribution
| N/A |
How to Invest
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The Perpetual Select Term Allocated Pension Plan is closed to new investors
-
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.
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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 31/05/2022
Returns as at 31/05/2022
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.50 | -0.50 |
| 3 month | -2.23 | -2.23 |
| 6 month | -2.39 | -2.39 |
| 1 year | 3.85 | 3.85 |
| 3 year | 5.89 | 5.89 |
| 5 year | 6.02 | 6.02 |
| 10 year | 7.45 | 7.45 |
Fund Commencement Date
| June 1992 |
Fund Profile
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 intl share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying funds target allocations.
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 | $3,000 |
| Monthly Minimum | Nil |
Fees
| Entry | 0 |
| Exit | 0 |
| Management Cost (p.a.) | 1.35 |
| Buy / Sell Spread | 0.2% / 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 - 40% |
| International shares | 20 - 60% |
| Real estate | 0 - 15% |
| Cash and enhanced cash | 0 - 30% |
| Fixed income | 0 - 10% |
| Income alternatives | 0 - 10% |
| Diversified credit | 0 - 10% |
| Growth alternatives | 0 - 20% |
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
Pricing & Performance
Performance as at 31/05/2022
Returns as at 31/05/2022
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.55 | -0.55 |
| 3 month | -2.28 | -2.28 |
| 6 month | -2.64 | -2.64 |
| 1 year | 4.19 | 4.19 |
| 3 year | 6.45 | 6.45 |
| 5 year | 6.65 | 6.65 |
| 10 year | 8.33 | 8.33 |
Fund Commencement Date
| July 1994 |
Fund Profile
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 long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 3.5% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying funds target allocations at any time
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 |
Fees
| Entry | 0 |
| Exit | 0 |
| Management Cost (p.a.) | 1.39 |
| Buy / Sell Spread | 0.2% / 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 - 40% |
| Fixed interest | 0 - 10% |
| International shares | 20 - 60% |
| Real estate | 0 - 15% |
| Cash and enhanced cash | 0 - 30% |
| Income alternatives | 0 - 10% |
| Diversified credit | 0 - 10% |
| Growth alternatives | 0 - 20% |
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.
Downloads
-
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
Awards and recognition
