Performance as at 30/09/2019
Returns as at 30/09/2019
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
5 years or longer
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
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.
|Minimum Initial Investment||Nil|
|Management Cost (p.a.)||0.98%|
|Buy / Sell Spread||0.34% / Nil|
|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%|
If you are an existing investor in Perpetual MySuper
All forms, documents and PDS’s can be found in our resources section.
Mailing and application details
Send your completed application & identification documents to:
Reply Paid 4171
GPO Box 4171, Sydney NSW 2001