Performance as at 31/01/2021
Returns as at 31/01/2021
|Growth %||Distribution %||Total %|
About this fund
Lazard Asset Management Pacific Co.
5 years or longer
Aims to achieve total returns (comprising income and capital appreciation and before the deduction of fees and taxes) that outperform inflation, as measured by the Australian Consumer Price Index, by 5% pa over rolling five-year periods.
Lazard is a valuation manager, embracing fundamental analysis to support a bottom-up stock selection style. Lazard's approach to stock selection is based on identifying companies that are trading at a discount relative to Lazard's assessment of their intrinsic value. The more attractive shares in Lazard's preferred infrastructure universe generally populate the portfolio, taking into account portfolio construction guidelines. These guidelines are designed to ensure diversification among infrastructure sectors, countries and regions as well as to avoid concentration to any one company.
Lazard will substantially hedge the foreign currency exposures in the portfolio back to the Australian dollar.
|Minimum Initial Investment||$2,000|
|With Savings Plan|
|Minimum Initial Investment||$1,000|
|Minimum Additional Investment||$1,000|
|Management Cost (p.a.)||1.21%|
|Buy / Sell Spread||0.5% / Nil|
|Cash||0 - 5%|
|Infrastructure securities||95 - 100%|
|March 31, June 30, September 30, December 31|
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.
Make an additional investment to WealthFocus Investment Advantage
- Review the current PDS and related documents. They may have changed since you first invested.
- Download and complete an Additional Investments form. Send the form to the address below.
- 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.