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Perpetual Growth Opportunities Fund

Perpetual Growth Opportunities Fund

The PDS summarises information about Perpetual Growth Opportunities Fund.

The PDS summarises information about Perpetual Growth Opportunities Fund (Fund). The additional information document contains further information including fees, fund operations, tax and general information.

Nature Of Underlying Assets

Due to the nature of underlying assets of this Fund, the performance numbers may be delayed especially during annual distribution periods. For the latest available Fund performance please refer to the Fund Profile document available below.

Pricing & Performance

Fund Commencement: March 2008

Unit Pricing

As at
Entry 1.450
Exit 1.449
View Price History

Distributions

Frequency
Yearly
Cents per Unit
2.363
Reinvestment Price
1.415
View Distribution History

Performance

As at

Returns

As at
Growth (%) Distribution (%) Total (%)
1 month 0.24% -- 0.24%
3 month 2.57% -- 2.57%
6 month 1.44% 1.69% 3.14%
1 year 2.16% 1.71% 3.87%
3 year 6.34% 3.86% 10.20%
5 year 2.69% 3.11% 5.80%
10 year 2.00% 4.33% 6.33%

Investment Approach

We aim to achieve the investment objective by: - constructing a portfolio of Australian and international opportunistic growth investments that have a low correlation to listed equity markets - investing in a diverse mix of assets either directly or indirectly via underlying managed funds - selecting investment managers that have expertise in relevant asset sectors and by combining investment managers with different investment styles and philosophies - monitoring (in the underlying Perpetual Growth Alternatives Pool Fund) the currency exposure of international assets and, where appropriate, implementing hedging strategies (using derivatives) with the aim of reducing the impact of adverse currency movements.

Details & Fees

Investment Objective Long term capital growth through investment in a diversified portfolio of private equity funds, infrastructure funds, opportunistic property funds, growth hedge funds and other listed and unlisted growth alternative investments
Minimum Suggested Timeframe 5 years or longer
Fund Manager Perpetual Investment Management Limited
Asset Class Alternatives
Minimum Initial Investment Nil
Minimum Initial Investment (with saving plan) $10,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Cash 0 - 100%
Infrastructure 0 - 50%
Private equity 0 - 50%
Opportunistic property 0 - 40%
Other growth alternatives 0 - 20%
Absolute return strategies 0 - 50%
Yearly June 30
Entry 0
Exit 0
Management Fee (p.a.) 0.90%
Buy / Sell Spread 0.05% / Nil
Management Notes Refer to PDS for estimated total ongoing annual fees and costs. Perpetual Investment Management Limited, as the responsible entity and product issuer, irrevocably elects to apply the declarations in ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 from 1 October 2020.

How to Invest

Apply online for a new Perpetual Investment Fund Invest now

Perpetual Investment Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest.You can also invest through investor directed portfolio services. Applications to invest in Perpetual Investment Funds can be made through the myPerpetual application portal online.

 

Before applying for a Perpetual Investment it's important to review the Product Disclosure Statement (PDS), and related documents to ensure you understand how the fund works and the risks involved.

 

Information on Customer Identification Requirements

Investment Forms, PDS's and Offer Documents

Find out more about Perpetual Investment Funds

Continuous disclosure and updates for Perpetual Investment Funds

Update or apply for additional investment in my Perpetual fund Access the myPerpetual Portal

Applications for additional investment to your Perpetual Fund can be done by accessing the online account portal myPerpetual, or via the post where completed additional investments form & documents should be sent to this address:

 

Perpetual Investment Funds

GPO Box 4171, Sydney NSW 2001

 

Review the current PDS and related documents. They may have changed since you first invested.

 

Information on Customer Identification Requirements

Find out more about Perpetual Investment Funds

Continuous disclosure and updates for Perpetual Investment Funds

Perpetual Investment Funds New Application

Applications for Perpetual Investment aFunds 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 this address:

 

Before applying for a Perpetual Investment Fund, 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.

 

Perpetual Investment Funds

GPO Box 4171, Sydney NSW 2001

 

Information on Customer Identification Requirements

Find out more about Perpetual Investment Funds

Continuous disclosure and updates for Perpetual Investment Funds

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.

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.