Limited Share Portfolio Option
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
Limited Share Portfolio Option
Pricing & Performance
Performance as at 30/06/2020
Returns as at 30/06/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | 0.90 | 0.90 |
| 3 month | 15.08 | 15.08 |
| 6 month | -17.42 | -17.42 |
| 1 year | -14.20 | -14.20 |
| 3 year | 0.27 | 0.27 |
| 5 year | 2.73 | 2.73 |
| 10 year | 7.40 | 7.40 |
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 | N/A |
| Exit | N/A |
| Management Cost (p.a.) | 2.16% |
| 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
-
If you are interested in making an investment in the Perpetual Select Account Based Pension Plan
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.
-
If you are an existing investor in Perpetual Select Account Based Pension
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
Pricing & Performance
Performance as at 30/06/2020
Returns as at 30/06/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | 1.18 | 1.18 |
| 3 month | 15.17 | 15.17 |
| 6 month | -16.75 | -16.75 |
| 1 year | -14.16 | -14.16 |
| 3 year | -0.48 | -0.48 |
| 5 year | 1.82 | 1.82 |
| 10 year | 6.27 | 6.27 |
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 | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | Nil |
Fees
| Entry | N/A |
| Exit | N/A |
| Management Cost (p.a.) | 2.13% |
| 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
-
If you are interested in making an investment in Perpetual Select Super Plan
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.
Downloads
-
If you are an existing investor in Perpetual Select Super Plan
All forms, offer documents and PDS’s can be found on 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
Awards and recognition
