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Perpetual Australian Shares

Perpetual Australian Shares

Diverse portfolio of high quality Australian shares providing long-term capital growth and regular income.

Diverse portfolio of high quality Australian shares, managed by one of Australia’s most experienced equity management teams. The Fund aims to provide investors with long-term capital growth and regular income.

At Perpetual, we seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business. We assess the quality of a business by looking at a company’s products, positioning and brands; its sources of competitive advantage; the barriers to entry in its market and any issues that may influence the company’s future performance.

We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged and the price remains attractive.

Investment Type
Investment Product
Investment Type & Product
Investment Type
Investment Product

Pricing & Performance

Fund Commencement: May 1995

Unit Pricing

As at
Entry 2.511
Exit 2.505
View Price History

Distributions

Frequency
Half Yearly
Cents per Unit
2.732
Reinvestment Price
2.363
View Distribution History

Performance

As at

Returns

As at
Growth (%) Distribution (%) Total (%)
1 month 3.24% -- 3.24%
3 month 7.57% -- 7.57%
6 month 9.30% 1.27% 10.56%
1 year 5.03% 3.34% 8.37%
3 year -2.02% 10.57% 8.55%
5 year 1.06% 7.83% 8.89%
10 year -3.30% 9.36% 6.06%

Investment Approach

Perpetual research companies of all sizes using consistent share selection criteria. Perpetual's 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 - recurring earnings The fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the fund.

Details & Fees

Investment Objective Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 5 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class Australian shares
Minimum Initial Investment $2,000
Minimum Initial Investment (with saving plan) $1,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 90 - 100%
Cash 0 - 10%
Half Yearly June 30, December 31
Entry 0
Exit 0
Management Cost (p.a.) 1.35%
Buy / Sell Spread 0.12% / 0.12%

What Are The Risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:

How to Invest

Perpetual WeathFocus Investment Advantage New application
Perpetual WealthFocus Investment Advantage Download application form

Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio. Applications to invest in Perpetual WealthFocus Investment Advantage fund can be made through the Perpetual product application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, 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.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Find out more about Perpetual Investment Funds

Perpetual WealthFocus Investment Advantage updates

Perpetual WealthFocus Investment Advantage Investor Portal
Perpetual WealthFocus Investment Advantage Additional investment application

Perpetual, WealthFocus, and Select investors can make additional investments to their fund through the myPerpetual application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, review the current PDS and related documents. They may have changed since you first invested.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Perpetual Wealthfocus investment funds updates

Perpetual WealthFocus Investment Advantage Adviser application
Perpetual WealthFocus Investment Advantage Download application form

Applications for Perpetual WealthFocus Investment Advantage can be made via investor directed portfolio services. Financial advisers can make applications through the Perpetual application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, review the current PDS and related documents. They may have changed since you first invested.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Perpetual Wealthfocus investment funds updates

Contact an institutional relationship manager or phone 1800 110 941. Contact

With one of Australia’s largest, most well-resourced and experienced investment teams, Perpetual offers institutional investors expertise across four major investment capabilities: Australian equities; global equities; cash, credit and fixed income; and multi asset strategies. These capabilities can be accessed via pooled investment funds or tailored mandates.

Pricing & Performance

Fund Commencement: June 1995

Unit Pricing

As at
Entry 14.868
Exit 14.833
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 0.93% 0.93%
3 month 9.50% 9.50%
6 month 3.66% 3.66%
1 year 5.77% 5.77%
3 year 9.14% 9.14%
5 year 8.23% 8.23%
10 year 6.21% 6.21%

Investment Approach

Perpetual research companies of all sizes using consistent share selection criteria. Perpetual's 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 - recurring earnings The fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the fund.

Details & Fees

Investment Objective Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 5 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class Australian shares
Minimum Initial Investment $3,000
Minimum Initial Investment (with saving plan) $1,500 Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 90 - 100%
Cash 0 - 10%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.36%
Buy / Sell Spread 0.24% / Nil

What Are The Risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:

How to Invest

Perptual WealthFocus Super Plan application Application portal
Perpetual WealthFocus Super Plan application form Download application

The Perpetual WealthFocus Wholesale Super Plan is a simple to use personal superannuation product, designed for both employees and the self-employed. It is likely that the WealthFocus Super Plan will be most suitable for new investors. Before applying for a Perpetual WealthFocus Super Plan, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.

 

Applications to invest in Perpetual WealthFocus Super Plan can be made through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:

 

Perpetual WealthFocus Super Plan

GPO Box 4171, Sydney NSW 2001

 

Information on Customer Identification Requirements

Superannuation Forms, PDSs and Offer Documents

Find out more about Perpetual WealthFocus platform.

Perpetual Wealthfocus super plan updates

Pricing & Performance

Fund Commencement: October 2003

Unit Pricing

As at
Entry 16.896
Exit 16.856
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 5.81% 5.81%
3 month 2.75% 2.75%
6 month 0.61% 0.61%
1 year 5.89% 5.89%
3 year 9.80% 9.80%
5 year 10.28% 10.28%
10 year 6.78% 6.78%

Investment Approach

Perpetual Investments researches companies of all sizes using consistent share selection criteria. Perpetual Investments' 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 - recurring earnings. The fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the fund.

Details & Fees

Investment Objective Aims to: - provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 5 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class Australian shares
Minimum Initial Investment $20,000
Minimum Initial Investment (with saving plan) Nil Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 90 - 100%
Cash 0 - 10%
N/A
Entry Nil
Exit Nil
Management Cost (p.a.) 1.60%%
Buy / Sell Spread 0.3% / Nil

What Are The Risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:

Pricing & Performance

Fund Commencement: February 1996

Unit Pricing

As at
Entry 16.839
Exit 16.799
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 3.23% 3.23%
3 month 8.07% 8.07%
6 month 11.04% 11.04%
1 year 9.50% 9.50%
3 year 9.85% 9.85%
5 year 10.28% 10.28%
10 year 7.50% 7.50%

Investment Approach

Perpetual research companies of all sizes using consistent share selection criteria. Perpetual's 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 - recurring earnings The fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the fund.

Details & Fees

Investment Objective Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 5 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class Australian shares
Minimum Initial Investment $20,000
Minimum Initial Investment (with saving plan) $20,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Australian shares 90 - 100%
Cash 0 - 10%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.37%
Buy / Sell Spread 0.24% / Nil

What Are The Risks?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:

How to Invest

Perpetual WealthFocus Account based Pension Plan New Application
Perpetual WealthFocus Account Based Pension Plan Download application form

The Perpetual WealthFocus Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension. Before applying for a Perpetual WealthFocus Account Based Pension Plan, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.

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

Applications to invest in Perpetual Account Based Pension Plan can be made through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:

Perpetual WealthFocus Account Based Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Perpetual WealthFocus pension plan updates

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. The product disclosure statements and target market determinations for the Funds are available on this website.

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.