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 30/09/2018
Returns as at 30/09/2018
| Growth % | Total % | |
|---|---|---|
| 1 month | -1.03 | -1.03 |
| 3 month | 3.45 | 3.45 |
| 6 month | 8.11 | 8.11 |
| 1 year | 11.14 | 11.14 |
| 3 year | 8.75 | 8.75 |
| 5 year | 9.89 | 9.89 |
| 10 year | 7.73 | 7.73 |
Fund Commencement Date
| November 1998 |
Fund Profile
Details & Fees
About this fund
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Fund Manager
Perpetual Investment Management Limited
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Asset Class
Diversified
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Suggested Length
5 years or longer
Investment Objective
Aims to provide long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. The fund aims to outperform a composite benchmark comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (A$) (60%) over rolling three-year periods.
Investment Approach
Perpetual Investments adopts a fundamental, bottom-up approach to stock selection focusing on quality companies. Perpetual Investments' priority is to select those companies that represent the best investment quality and are appropriately priced.
Currency hedges may be used from time to time.
Derivatives may be used in managing the fund.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.38% |
| Buy / Sell Spread | 0.38% / Nil |
Investment Guidelines
| Cash | 0 - 10% |
| International and Australian industrial shares | 90 - 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 Wholesale Pension Plan will be most suitable for new investors.
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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 Wholesale Pension Plan
GPO Box 4171, Sydney NSW 2001
Pricing & Performance
Performance as at 30/09/2018
Returns as at 30/09/2018
| Growth % | Total % | |
|---|---|---|
| 1 month | -0.98 | -0.98 |
| 3 month | 3.07 | 3.07 |
| 6 month | 7.21 | 7.21 |
| 1 year | 10.11 | 10.11 |
| 3 year | 8.14 | 8.14 |
| 5 year | 9.48 | 9.48 |
| 10 year | 7.36 | 7.36 |
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 provide long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. The fund aims to outperform a composite benchmark comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (A$) (60%) over rolling three-year periods.
Investment Approach
Perpetual Investments adopts a fundamental, bottom-up approach to stock selection focusing on quality companies. Perpetual Investments' priority is to select those companies that represent the best investment quality and are appropriately priced.
Currency hedges may be used from time to time.
Derivatives may be used in managing the fund.
Investment Details
| Minimum Initial Investment | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | $100 |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.38% |
| Buy / Sell Spread | 0.38% / Nil |
Investment Guidelines
| Cash | 0 - 10% |
| International and Australian industrial shares | 90 - 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 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.
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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
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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 30/09/2018
Returns as at 30/09/2018
| Growth % | Total % | |
|---|---|---|
| 1 month | -1.03 | -1.03 |
| 3 month | 3.45 | 3.45 |
| 6 month | 8.11 | 8.11 |
| 1 year | 11.14 | 11.14 |
| 3 year | 8.75 | 8.75 |
| 5 year | 9.89 | 9.89 |
| 10 year | 7.73 | 7.73 |
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 provide long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. The fund aims to outperform a composite benchmark comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (A$) (60%) over rolling three-year periods.
Investment Approach
Perpetual Investments adopts a fundamental, bottom-up approach to stock selection focusing on quality companies. Perpetual Investments' priority is to select those companies that represent the best investment quality and are appropriately priced.
Currency hedges may be used from time to time.
Derivatives may be used in managing the fund.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.38% |
| Buy / Sell Spread | 0.38% / Nil |
Investment Guidelines
| Cash | 0 - 10% |
| International and Australian industrial shares | 90 - 100% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
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The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors
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If you are an existing investor in WealthFocus Term Allocated Pension Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 30/09/2018
Returns as at 30/09/2018
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | -1.04 | -- | -1.04 |
| 3 month | 2.86 | -- | 2.86 |
| 6 month | -8.19 | 15.69 | 7.50 |
| 1 year | -5.51 | 16.15 | 10.64 |
| 3 year | -6.07 | 14.17 | 8.11 |
| 5 year | -3.67 | 12.97 | 9.29 |
| 10 year | -- | -- | -- |
Distributions
| Frequency | Yearly |
| Cents per Unit | 17.187 |
| Reinvestment Price | 1.006 |
Fund Commencement Date
| November 2008 |
Fund Profile
Details & Fees
About this fund
-
Fund Manager
Perpetual Investment Management Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to provide long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. The fund aims to outperform a composite benchmark comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (A$) (60%) over rolling three-year periods.
Investment Approach
Perpetual Investments adopts a fundamental, bottom-up approach to stock selection focusing on quality companies. Perpetual Investments' priority is to select those companies that represent the best investment quality and are appropriately priced.
Currency hedges may be used from time to time.
Derivatives may be used in managing the fund.
Investment Details
| Minimum Initial Investment | $2,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,000 |
| Monthly Minimum | Nil |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.13% |
| Buy / Sell Spread | 0.38% / Nil |
Investment Guidelines
| Cash | 0 - 10% |
| International and Australian industrial shares | 90 - 100% |
Distribution
| Yearly |
| June 30 |
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Wholesale 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
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Make an additional investment to WealthFocus Wholesale 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
Awards and recognition
