Investors Mutual Future Leaders

Ways to Invest

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Investors Mutual Future Leaders

Pricing & Performance

Performance as at 31/01/2021

Returns as at 31/01/2021

  Growth % Distribution % Total %
1 month -0.81 -- -0.81
3 month 8.53 1.28 9.81
6 month 12.27 1.32 13.60
1 year -7.81 1.09 -6.72
3 year -5.50 4.94 -0.56
5 year -4.15 7.93 3.78
10 year -2.05 8.73 6.68

Unit Prices as at 25/02/2021

Entry
1.048
Exit
1.043
View price history

Distributions

Frequency Half Yearly
Cents per Unit 1.190
Reinvestment Price 1.009
View distributions history

Fund Commencement Date

November 2008

Details & Fees

About this fund

  • Fund Manager

    Investors Mutual Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index (excluding S&P/ASX50 and excluding Property Trusts) on a rolling four-year basis.

Investment Approach

The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by their investment team as being undervalued.

Investment Details

Minimum Initial Investment $2,000
With Savings Plan  
Minimum Initial Investment $1,000
Monthly Minimum Nil
Minimum Additional Investment $1,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.40% may include performance fee*
Buy / Sell Spread 0.5% / Nil
Performance hurdle - The benchmark S&P/ASX 300 Accumulation Index (excluding S&P/ASX 50 and excluding Property Trusts).

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

Half Yearly
June 30, December 31

How to Invest

  1. If you are interested in making an investment in Perpetual WealthFocus Investment Advantage


    Review the Product Disclosure Statement (PDS) for WealthFocus Investment Advantage and related documents to ensure you understand how the Fund works and the risks involved.

    Send the completed application & documents to the address below.


    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

  2. New and existing investors - Invest using Perpetual’s online application form

  3. Make an additional investment to WealthFocus Investment Advantage


    1. Review the current PDS and related documents. They may have changed since you first invested.
    2. Download and complete an Additional Investments form. Send the form to the address below.
    3. If you have online account access, you can complete the additional investment form online.

    All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.

Pricing & Performance

Performance as at 31/01/2021

Returns as at 31/01/2021

  Growth % Total %
1 month -0.08 -0.08
3 month 9.41 9.41
6 month 12.53 12.53
1 year -5.47 -5.47
3 year 0.42 0.42
5 year 4.47 4.47
10 year 7.10 7.10

Unit Prices as at 25/02/2021

Entry
3.774
Exit
3.756
View price history

Fund Commencement Date

October 2003

Details & Fees

About this fund

  • Fund Manager

    Investors Mutual Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index (excluding S&P/ASX50 and excluding Property Trusts) on a rolling four-year basis.

Investment Approach

The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by their investment team as being undervalued.

Investment Details

Minimum Initial Investment $3,000
With Savings Plan  
Minimum Initial Investment $1,500
Monthly Minimum Nil
Minimum Additional Investment $1,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.43%
Buy / Sell Spread 0.5% / Nil
Performance hurdle - The benchmark S&P/ASX 300 Accumulation Index (excluding S&P/ASX 50 and excluding Property Trusts).

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

Product Disclosure Statement

How to Invest

  1. If you are interested in making an investment in Perpetual WealthFocus Super Plan


    Review the Product Disclosure Statement (PDS) for WealthFocus Wholesale Super Plan 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 WealthFocus

  2. New and existing investors - Invest using Perpetual’s online application form

  3. If you are an existing investor in WealthFocus Super Plan


    All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.

  4. Mailing and application details


    Send the completed application & documents to:

    Reply Paid 4171
    Perpetual WealthFocus Super Plan
    GPO Box 4171
    Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/01/2021

Returns as at 31/01/2021

  Growth % Total %
1 month -0.14 -0.14
3 month 10.35 10.35
6 month 14.06 14.06
1 year -6.05 -6.05
3 year 0.67 0.67
5 year 4.94 4.94
10 year 7.90 7.90

Unit Prices as at 25/02/2021

Entry
4.263
Exit
4.242
View price history

Fund Commencement Date

October 2003

Details & Fees

About this fund

  • Fund Manager

    Investors Mutual Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index (excluding S&P/ASX50 and excluding Property Trusts) on a rolling four-year basis.

Investment Approach

The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by their investment team as being undervalued.

Investment Details

Minimum Initial Investment $20,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.43% performance fees may apply*
Buy / Sell Spread 0.5% / Nil
*Performance hurdle - The benchmark S&P/ASX 300 Accumulation Index (excluding S&P/ASX 50 and excluding Property Trusts).

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

Product Disclosure Statement

How to Invest

  1. If you are interested in making an investment in the Perpetual WealthFocus Account Based Pension Plan


    Review the Product Disclosure Statement (PDS) for Perpetual WealthFocus Account Based Pension Plan (which includes the Account Based Pension Plan) and other offer documents and consider your investment option carefully.

    It is likely that the WealthFocus Pension Plan will be most suitable for new investors

    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

  2. If you are an existing investor in WealthFocus Account Based Pension Plan


    All forms, offer documents and PDS’s can be found in 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 WealthFocus Pension Plan

    GPO Box 4171, Sydney NSW 2001


    Customer Identification Requirements

Pricing & Performance

Performance as at 31/01/2021

Returns as at 31/01/2021

  Growth % Total %
1 month -0.14 -0.14
3 month 10.35 10.35
6 month 14.06 14.06
1 year -6.05 -6.05
3 year 0.67 0.67
5 year 4.94 4.94
10 year 7.90 7.90

Unit Prices as at 25/02/2021

Entry
4.263
Exit
4.242
View price history

Fund Commencement Date

October 2003

Details & Fees

About this fund

  • Fund Manager

    Investors Mutual Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index (excluding S&P/ASX50 and excluding Property Trusts) on a rolling four-year basis.

Investment Approach

The fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by their investment team as being undervalued.

Investment Details

Minimum Initial Investment $20,000

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.43% may include performance fee*
Buy / Sell Spread 0.5% / Nil
Performance hurdle - The benchmark S&P/ASX 300 Accumulation Index (excluding S&P/ASX 50 and excluding Property Trusts).

Investment Guidelines

Australian shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

Product Disclosure Statement

How to Invest

  1. The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors

  2. If you are an existing investor in WealthFocus Term Allocated Pension Plan


    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 the completed application & documents to:

    Reply Paid 4171
    Perpetual WealthFocus Pension Plan
    GPO Box 4171
    Sydney NSW 2001


    Customer Identification Requirements

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.

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