Industrial Share Investment 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:

Industrial Share Investment Option

Pricing & Performance

Performance as at 30/11/2018

Returns as at 30/11/2018

  Growth % Total %
1 month -2.35 -2.35
3 month -8.27 -8.27
6 month -3.62 -3.62
1 year -5.39 -5.39
3 year 3.87 3.87
5 year 4.95 4.95
10 year 10.50 10.50

Unit Prices as at 11/12/2018

Entry
11.145
Exit
11.112
View price history

Fund Commencement Date

July 1995

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide long term capital growth and income through investment in quality industrial shares

Investment Approach

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies with the best investment quality, as determined by Perpetual, which are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four investment criteria: conservative debt levels, sound management, quality business and recurring earnings

Investment Details

Minimum Initial Investment $50,000
Minimum Additional Investment $10,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 0.99%
Buy / Sell Spread 0.3% / Nil
Effective 1 March 2017 we have updated fees and costs information, and issued a new Product Disclosure Statement (PDS). Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost. 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. A full explanation of fees and costs is set out in the PDS. For a copy of the replacement PDS please download it from the How to Invest tab.

Investment Guidelines

Cash 0 - 10%
Industrial Shares 90 - 100%

Distribution

N/A

How to Invest

  1. If you are interested in making an investment in Perpetual’s Pooled Super Trust

    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 Pooled Superannuation Trust

  2. If you are an existing investor in Perpetual’s Pooled Super Trust

    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:


    Reply Paid 4171

    Perpetual's Pooled Super Trust

    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.

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