Perpetual Split Growth
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
Perpetual Split Growth
Pricing & Performance
Performance as at 30/04/2022
Returns as at 30/04/2022
Growth % | Total % | |
---|---|---|
1 month | 2.04 | 2.04 |
3 month | -0.63 | -0.63 |
6 month | 4.28 | 4.28 |
1 year | 11.08 | 11.08 |
3 year | 9.30 | 9.30 |
5 year | 8.67 | 8.67 |
10 year | 11.19 | 11.19 |
Fund Commencement Date
September 2000 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
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Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to provide long-term capital growth through investment in a mix of international shares & Aust industrial shares & other securities with lower risk than 100% exposure to either asset class, and outperform a composite benchmark comprising the S&P/ASX 300 Accumulation Index & the MSCI World ex Australia Accumulation Index (A$) reflecting the fund's allocation over rolling three-year periods.
Investment Approach
The fund may invest in Australian and international shares. The combination of assets held by the fund at any time are those which the investment manager believes provide the greatest probability of achieving the investment objective over rolling three-year periods.
Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.
Derivatives and exchange traded funds may be used in managing each asset class.
Investment Details
Minimum Initial Investment | $20,000 |
With Savings Plan | |
Minimum Initial Investment | $20,000 |
Monthly Minimum | Nil |
Fees
Entry | 0 |
Exit | 0 |
Management Cost (p.a.) | 1.32 |
Buy / Sell Spread | 0.26% / Nil |
Investment Guidelines
Australian shares | 0 - 35% |
Cash | 0 - 20% |
International shares | 45 - 100% |
Distribution
N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
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If you are interested in making an investment in the Perpetual WealthFocus Account Based Pension Plan
Review the Product Disclosure Statement (PDS) for Perpetual WealthFocus Account Based Pension Plan (which includes the Account Based Pension Plan) and other offer documents and consider your investment option carefully.
It is likely that the WealthFocus Pension Plan will be most suitable for new investors.
Downloads
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If you are an existing investor in WealthFocus Account Based Pension Plan
All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.
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Mailing and Application Details
Send your completed application & identification documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171, Sydney NSW 2001
Pricing & Performance
Performance as at 30/04/2022
Returns as at 30/04/2022
Growth % | Total % | |
---|---|---|
1 month | 1.97 | 1.97 |
3 month | -0.67 | -0.67 |
6 month | 3.96 | 3.96 |
1 year | 10.23 | 10.23 |
3 year | 8.46 | 8.46 |
5 year | 7.94 | 7.94 |
10 year | 10.47 | 10.47 |
Fund Commencement Date
September 2000 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve long-term capital growth through investment in a variable mix of Australian and international share and other securities, with lower risk than 100% exposure to either asset class, and outperform a composite benchmark (before fees and taxes) of the S&P/ASX300 Accum Index & MSCI World ex Aus Accum Index (AUD) reflecting the fund's allocation to the various asset types over 3 years.
Investment Approach
The fund may invest in Australian and international shares. The combination of assets held by the fund at any time are those which the investment manager believes provide the greatest probability of achieving the investment objective over rolling three-year periods.
Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.
Derivatives and exchange traded funds may be used in managing each asset class
Investment Details
Minimum Initial Investment | $3,000 |
With Savings Plan | |
Minimum Initial Investment | $3,000 |
Monthly Minimum | Nil |
Minimum Additional Investment | $1,000 |
Fees
Entry | 0 |
Exit | 0 |
Management Cost (p.a.) | 1.3 |
Buy / Sell Spread | 0.26% / Nil |
Investment Guidelines
Australian shares | 0 - 35% |
Cash | 0 - 20% |
International shares | 45 - 100% |
Distribution
N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Super Plan
Review the Product Disclosure Statement (PDS) for WealthFocus Wholesale Super Plan and other offer documents and consider your investment option carefully.
Send the completed application & documents to the address below.
Downloads
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New and existing investors - Invest using Perpetual’s online application form
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If you are an existing investor in WealthFocus Super Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Super Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 30/04/2022
Returns as at 30/04/2022
Growth % | Total % | |
---|---|---|
1 month | 2.04 | 2.04 |
3 month | -0.63 | -0.63 |
6 month | 4.28 | 4.28 |
1 year | 11.08 | 11.08 |
3 year | 9.30 | 9.30 |
5 year | 8.67 | 8.67 |
10 year | 11.19 | 11.19 |
Fund Commencement Date
November 1998 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to: - achieve long-term capital growth through investment in a variable mix of Australian and international shares and other securities, with lower risk than 100% exposure to either asset class - outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting the fund's allocation to the various asset types over rolling three-year periods.
Investment Approach
The fund may invest in Australian and international shares. The combination of assets held by the fund at any time are those which the investment manager believes provide the greatest probability of achieving the investment objective over rolling three-year periods.
Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.
Derivatives and exchange traded funds may be used in managing each asset class.
Investment Details
Minimum Initial Investment | $20,000 |
Fees
Entry | Nil |
Exit | Nil |
Management Cost (p.a.) | 1.32% |
Buy / Sell Spread | 0.27% / Nil |
Investment Guidelines
Australian shares | 0 - 35% |
Cash | 0 - 20% |
International shares | 45 - 100% |
Distribution
N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
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The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors
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If you are an existing investor in WealthFocus Term Allocated Pension Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 30/04/2022
Returns as at 30/04/2022
Growth % | Distribution % | Total % | |
---|---|---|---|
1 month | 2.04 | -- | 2.04 |
3 month | -0.67 | -- | -0.67 |
6 month | 4.24 | -- | 4.24 |
1 year | 7.82 | 3.19 | 11.01 |
3 year | 4.24 | 4.59 | 8.83 |
5 year | -0.80 | 8.97 | 8.17 |
10 year | 2.20 | 8.49 | 10.69 |
Distributions
Frequency | Yearly |
Cents per Unit | 3.357 |
Reinvestment Price | 1.136 |
Fund Commencement Date
November 2008 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to achieve long-term capital growth through investment in a variable mix of Australian and International shares & other securities, with lower risk than 100% exposure to either asset class; and outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX300 Acuum Index & MSCI World ex Aus Accum Index reflecting Fund's allocation to various asset types over 3-year periods.
Investment Approach
The fund may invest in Australian and international shares. The combination of assets held by the fund at any time are those which the investment manager believes provide the greatest probability of achieving the investment objective over rolling three-year periods.
Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency.
Derivatives and exchange traded funds may be used in managing each asset class.
Investment Details
Minimum Initial Investment | $2,000 |
With Savings Plan | |
Minimum Initial Investment | $2,000 |
Monthly Minimum | Nil |
Minimum Additional Investment | $1,000 |
Fees
Entry | 0 |
Exit | 0 |
Management Cost (p.a.) | 1.26 |
Buy / Sell Spread | 0.26% / Nil |
Investment Guidelines
Australian shares | 0 - 35% |
Cash | 0 - 20% |
International shares | 45 - 100% |
Distribution
Yearly |
June 30 |
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Investment Advantage
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.
Send the completed application & documents to the address below.
-
New and existing investors - Invest using Perpetual’s online application form
-
Make an additional investment to WealthFocus Investment Advantage
- Review the current PDS and related documents. They may have changed since you first invested.
- Download and complete an Additional Investments form. Send the form to the address below.
- If you have online account access, you can complete the additional investment form online.
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads