Industrial Share Investment Option

Ways to Invest

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Industrial Share Investment Option

Pricing & Performance

Performance as at 31/01/2020

Returns as at 31/01/2020

  Growth % Total %
1 month 4.09 4.09
3 month 2.84 2.84
6 month 3.96 3.96
1 year 18.72 18.72
3 year 7.45 7.45
5 year 6.04 6.04
10 year 9.39 9.39

Unit Prices as at 20/02/2020

Entry
13.889
Exit
13.848
View price history

Fund Commencement Date

July 1995

Fund Profile

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 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

  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

    Downloads

  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.

Awards and recognition