Global Share Investment Option

Ways to Invest

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Global Share Investment Option

Pricing & Performance

Performance as at 30/09/2019

Returns as at 30/09/2019

  Growth % Total %
1 month 2.45 2.45
3 month 1.19 1.19
6 month 6.19 6.19
1 year 8.53 8.53
3 year 13.57 13.57
5 year 11.49 11.49
10 year 9.72 9.72

Unit Prices as at 11/10/2019

Entry
4.051
Exit
4.029
View price history

Fund Commencement Date

December 1996

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    International shares

  • Suggested Length

    7 years or longer

Investment Objective

Aims to: *provide long-term capital growth through investment in quality global shares * outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods

Investment Approach

PIML aims to achieve the investment objectives by:
- adopting a bottom-up' stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation
- constructing a portfolio that is benchmark independent in terms of stock and sector weights, although the fund's performance is measured against the MSCI World Net Total Return Index (AUD) for the purpose of reporting and determining whether performance fees are payable in the underlying fund
- adding value from the portfolio manager's high conviction approach to stock selection.
Currency hedging can be used with the aim of protecting the value of the underlying fund's assets.
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.) 1.71%
Buy / Sell Spread 0.54% / Nil
Performance fees may apply.

Investment Guidelines

Cash 0 - 25%
International shares 75 - 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.

Awards and recognition