Performance as at 31/01/2021
Returns as at 31/01/2021
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
5 years or longer
Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts. - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer to PDS for more information.
The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager.
The currency exposure of international assets is monitored and hedging strategies may be implemented (using derivatives) with the aim of reducing the impact of adverse currency movements.
|Minimum Initial Investment||$3,000|
|With Savings Plan|
|Minimum Initial Investment||$1,500|
|Management Cost (p.a.)||2.16%|
|Buy / Sell Spread||0.4% / Nil|
|Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.|
|Cash||0 - 20%|
|Real estate||0 - 100%|
If you are interested in making an investment in Perpetual Select Super Plan
If you are an existing investor in Perpetual Select Super 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 your completed application & identification documents to:
Perpetual Select Super Plan & Pension Plan
GPO Box 4171, Sydney NSW 2001