Perpetual MySuper Balanced Growth

Ways to Invest

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Perpetual MySuper Balanced Growth

Pricing & Performance

Performance as at 30/09/2019

Returns as at 30/09/2019

  Growth % Total %
1 month -- 1.28
3 month -- 1.88
6 month -- 5.67
1 year -- 7.17
3 year -- 7.13
5 year -- 6.34
10 year -- --

Unit Prices as at 01/10/2019

Entry
1.430
Exit
1.425
View price history

Fund Commencement Date

January 2014

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Diversified

  • Suggested Length

    5 years or longer

Investment Objective

To provide investors with long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments - To provide a total return of 3% per annum above inflation over rolling 10 year periods, net of investment fees, superannuation fund taxes and administration fees

Investment Approach

The underlying fund invests in a diverse mix of assets (such as Australian shares, international shares, fixed income, property, enhanced cash and other investments).

Tactical asset allocation strategies may be applied. This process involves the fund adjusting its exposure to asset classes on a regular basis within the investment guidelines.

Currency hedges may be used from time to time.
Derivatives and exchange traded funds may be used in managing each asset class.

Investment Details

Minimum Initial Investment Nil

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 0.98%
Buy / Sell Spread 0.34% / Nil

Investment Guidelines

Australian shares 10 - 50%
International shares 10 - 50%
Property 0 - 15%
Cash and enhanced cash 0 - 30%
Fixed income 0 - 35%
Other investments 0 - 30%

Distribution

N/A

How to Invest

  1. If you are interested in making an investment in Perpetual MySuper


    Review the Product Disclosure Statement (PDS) and other offer documents.

    Send the completed application & documents to the address below.

    > Important Information and Continuous Disclosure

    > Learn more about Perpetual MySuper

  2. If you are an existing investor in Perpetual MySuper

    All forms, documents and PDS’s can be found in our resources section.

  3. Mailing and application details


    Send your completed application & identification documents to:


    Reply Paid 4171

    Perpetual MySuper

    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