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Perpetual Global Innovation Share

Perpetual Global Innovation Share

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

Pricing & Performance

Fund Commencement: November 2020

Unit Pricing

As at
Entry 0.619
Exit 0.619
View Price History

Distributions

Frequency
Half Yearly
Cents per Unit
0.000
Reinvestment Price
1.000
View Distribution History

Returns

As at
Growth (%) Distribution (%) Total (%)
1 month -- -- -3.45%
3 month -- -- -19.01%
6 month -- -- 8.88%
1 year -- -- 21.85%
3 year -- -- --
5 year -- -- --
10 year -- -- --

Documents & Resources

Fund Profile Perpetual WealthFocus Investment Advantage PDS.pdf Perpetual WealthFocus Investment Advantage Features Book Combo kit.pdf Perpetual WealthFocus Investment Advantage Investment Book.pdf

Investment Approach

Perpetual aims to achieve the above objectives by adopting a bottom-up stock selection approach to investing, where the decision to buy or sell is based on a fundamental valuation of stocks, with an emphasis on the potential returns a company can generate. The portfolio manager believes that changes in technology and innovation can have a significant impact on the future earnings and valuation of companies, and that by focusing on understanding new changes in technology and innovation this can lead to the early identification of companies with growth potential. Technology and innovation may include artificial intelligence, ecommerce, digitalisation and automation. The portfolio is constructed within a framework that is independent of the benchmark in terms of stock and sector weights and therefore the fund's returns may vary significantly from the benchmark's return. Added value is expected to come from the portfolio manager's high conviction approach to stock selection. Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management can be used with the aim of protecting the value of the fund's assets. Derivatives may be used in managing the fund. Global shares include convertible notes, which are short-term debt securities that convert into equity. The fund's investment strategy will typically consist of between 20 and 60 stocks.

Details & Fees

Investment Objective Aims to provide long-term capital growth through investment in global shares that are benefiting from changes in technology and innovation and to outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 7 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class International Shares
Minimum Initial Investment $2,000
Minimum Initial Investment (with saving plan) $1,000 Monthly Minimum Nil
Minimum Additional Investment $1,000
Cash 0 - 25%
Global shares 75 - 100%
Half Yearly June 30, December 31
Entry 0
Exit 0
Management Cost (p.a.) 3.74%
Buy / Sell Spread 0.4% / Nil

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: November 2020

Unit Pricing

As at
Entry 0.743
Exit 0.743
View Price History

Returns

As at
Growth (%) Total (%)
1 month -- -3.03%
3 month -- -16.84%
6 month -- 8.87%
1 year -- 22.24%
3 year -- --
5 year -- --
10 year -- --

Documents & Resources

Fund Profile Perpetual WealthFocus Super Plan PDS Combo Kit.pdf Perpetual WealthFocus Super Plan Insurance Book Combo Kit.pdf Perpetual WealthFocus Super Plan and Pension Plan Investment Book.pdf

Investment Approach

Perpetual aims to achieve the above objectives by adopting a bottom-up stock selection approach to investing, where the decision to buy or sell is based on a fundamental valuation of stocks, with an emphasis on the potential returns a company can generate. The portfolio manager believes that changes in technology and innovation can have a significant impact on the future earnings and valuation of companies, and that by focusing on understanding new changes in technology and innovation this can lead to the early identification of companies with growth potential. Technology and innovation may include artificial intelligence, ecommerce, digitalisation and automation. The portfolio is constructed within a framework that is independent of the benchmark in terms of stock and sector weights and therefore the fund's returns may vary significantly from the benchmark's return. Added value is expected to come from the portfolio manager's high conviction approach to stock selection. Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management can be used with the aim of protecting the value of the fund's assets. Derivatives may be used in managing the fund. Global shares include convertible notes, which are short-term debt securities that convert into equity. The fund's investment strategy will typically consist of between 20 and 60 stocks.

Details & Fees

Investment Objective Aims to provide long-term capital growth through investment in global shares that are benefiting from changes in technology and innovation and to outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 7 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class International Shares
Minimum Initial Investment $3,000
Minimum Initial Investment (with saving plan) $1,500 Monthly Minimum Nil
Minimum Additional Investment $1,000
Cash 0 - 25%
Global shares 75 - 100%
Entry 0
Exit 0
Management Cost (p.a.) 3.8%
Buy / Sell Spread 0.4% / Nil

How to Invest

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

The Perpetual WealthFocus 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: November 2020

Unit Pricing

As at
Entry 0.710
Exit 0.710
View Price History

Returns

As at
Growth (%) Total (%)
1 month -- -3.45%
3 month -- -19.13%
6 month -- 8.73%
1 year -- 21.68%
3 year -- --
5 year -- --
10 year -- --

Documents & Resources

Fund Profile Perpetual WealthFocus Pension Plan PDS.pdf Perpetual WealthFocus Super Plan and Pension Plan Investment Book.pdf

Investment Approach

Perpetual aims to achieve the above objectives by adopting a bottom-up stock selection approach to investing, where the decision to buy or sell is based on a fundamental valuation of stocks, with an emphasis on the potential returns a company can generate. The portfolio manager believes that changes in technology and innovation can have a significant impact on the future earnings and valuation of companies, and that by focusing on understanding new changes in technology and innovation this can lead to the early identification of companies with growth potential. Technology and innovation may include artificial intelligence, ecommerce, digitalisation and automation. The portfolio is constructed within a framework that is independent of the benchmark in terms of stock and sector weights and therefore the fund's returns may vary significantly from the benchmark's return. Added value is expected to come from the portfolio manager's high conviction approach to stock selection. Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management can be used with the aim of protecting the value of the fund's assets. Derivatives may be used in managing the fund. Global shares include convertible notes, which are short-term debt securities that convert into equity. The fund's investment strategy will typically consist of between 20 and 60 stocks.

Details & Fees

Investment Objective Aims to provide long-term capital growth through investment in global shares that are benefiting from changes in technology and innovation and to outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe 7 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class International Shares
Minimum Initial Investment $20,000
Minimum Initial Investment (with saving plan) Nil Monthly Minimum Nil
Minimum Additional Investment Nil
Cash 0 - 25%
Global shares 75 - 100%
Entry 0
Exit 0
Management Cost (p.a.) 3.82%
Buy / Sell Spread 0.4% / Nil

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 Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757 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.

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Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.

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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

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Europe

This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

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