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 28/02/2021
Returns as at 28/02/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | 2.36 | 2.36 |
| 3 month | 3.29 | 3.29 |
| 6 month | 16.76 | 16.76 |
| 1 year | 7.40 | 7.40 |
| 3 year | 4.58 | 4.58 |
| 5 year | 7.36 | 7.36 |
| 10 year | 8.70 | 8.70 |
Fund Commencement Date
| July 1995 |
Fund Profile
Details & Fees
About this fund
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Fund Manager
Perpetual Investment Management Limited
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Asset Class
Australian shares
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Suggested Length
5 years or longer
Investment Objective
Aims to: * provide long-term capital growth and regular income through investment in quality industrial shares * outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Investment Approach
PIML researches companies of all sizes using consistent share selection criteria. PIML's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
* conservative debt levels
* sound management
* quality business and
* recurring earnings
Derivatives may be used in managing the underlying fund.
Investment Details
| Minimum Initial Investment | $50,000 |
| Minimum Additional Investment | $10,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.10% |
| Buy / Sell Spread | 0.3% / Nil |
Investment Guidelines
| Cash | 0 - 10% |
| Industrial Shares | 90 - 100% |
Distribution
| N/A |
How to Invest
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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.
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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.
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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
Awards and recognition
