Limited Share Option

Ways to Invest

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Limited Share Option

Pricing & Performance

Performance as at 31/10/2019

Returns as at 31/10/2019

  Growth % Total %
1 month -0.30 -0.30
3 month 0.97 0.97
6 month 6.32 6.32
1 year 13.74 13.74
3 year 10.51 10.51
5 year 6.89 6.89
10 year 9.51 9.51

Unit Prices as at 09/12/2019

Entry
75.616
Exit
75.390
View price history

Fund Commencement Date

April 1997

Fund Profile

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

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.

Investment Approach

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.

Investment Details

Minimum Initial Investment Nil

Fees

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.

Investment Guidelines

Australian shares 90 - 100%
Cash 0 - 10%

Distribution

N/A

How to Invest

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


    > Important information and continuous disclosure

    > Find out more about Perpetual Select

  2. 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.

  3. Mailing and application details


    Send your completed application & identification documents to:

    Perpetual Select Super Plan & Pension Plan

    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