Performance as at 30/09/2020
Returns as at 30/09/2020
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
5 years or longer
Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Perpetual Investments researches companies of all sizes using consistent share selection criteria. Their 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
- in the case of industrial shares, recurring earnings.
The investment portfolio will typically consist of between 20 and 45 stocks.
Derivatives may be used in managing the investment option.
|Minimum Initial Investment||Nil|
|Entry||up to 4%|
|Exit||$51.25 per withdrawal|
|Management Cost (p.a.)||2.21%|
|Buy / Sell Spread||0.3% / Nil|
|Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.|
|Australian shares||90 - 100%|
|Cash||0 - 10%|
If you are an existing investor in WealthFocus Term Allocated Pension Plan
All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.
Mailing and application details
Send your completed application & identification documents to:
Perpetual Select Super Plan & Pension Plan
GPO Box 4171, Sydney NSW 2001