Industrial Share Option

Pricing & Performance

Fund Commencement: July 1995

Unit Pricing

As at 26/04/2024

Entry 18.268

Exit 18.224

View Price History

Performance

As at 31/03/2024

Returns

As at 31/03/2024

	Growth (%)	Total (%)
1 month	3.02%	3.02%
3 month	12.64%	12.64%
6 month	20.31%	20.31%
1 year	20.32%	20.32%
3 year	10.07%	10.07%
5 year	10.10%	10.10%
10 year	7.77%	7.77%

Documents & Resources

Fund Profile Target Market Determination (TMD) Perpetual's Pooled Superannuation Trust PDS Perpetual's Pooled Superannuation Trust additional information Perpetual's Pooled Superannuation Trust application form

Investment Approach

Perpetual research companies of all sizes using consistent share selection criteria. Perpetual'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 - recurring earnings Derivatives may be used in managing the fund.

Details & Fees

Investment Objective	Aims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares. To outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	Australian shares
Minimum Initial Investment	$100,000
Minimum Initial Investment (with saving plan)	$50,000	Monthly Minimum	Nil
Minimum Additional Investment	$10,000

Cash	0 - 10%
Industrial Shares	90 - 100%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.08%
Buy / Sell Spread	0.24% / Nil

How to Invest

Perpetual's Pooled Superannuation Trust Application form

Perpetual Pooled Super Trust is a flexible and practical investment solution for trustees of complying super funds. The Trust may also be used by approved deposit funds, pooled superannuation trusts, life companies and certain other like entities, as permitted by the Superannuation Industry (Supervision) Act 1993 (Cth) and regulations.

New applications to invest in Perpetual Select Super Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

Perpetual's Pooled Superannuation Trust

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Superannuation Forms, PDSs and Offer Documents

Find out more about Perpetual's Pooled Super Trust

Perpetual Pooled super trust updates

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or 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. The product disclosure statements and target market determinations for the Funds are available on this website.

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.

Australia and New Zealand

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United Kingdom

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