Performance as at 30/06/2020
Returns as at 30/06/2020
|Growth %||Total %|
About this fund
Perpetual Investment Management Limited
5 years or longer
Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies with the best investment quality, as determined by Perpetual, which are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four investment criteria: conservative debt levels, sound management, quality business and, in the case of industrial shares, recurring earnings
|Minimum Initial Investment||Nil|
|Management Cost (p.a.)||1.25%|
|Buy / Sell Spread||0.3% / Nil|
|Australian smaller company shares||80 - 100%|
|Cash||0 - 20%|
If you are interested in making an investment in Perpetual’s Pooled Super Trust
Review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.
Send the completed application & documents to the address below.
If you are an existing investor in Perpetual’s Pooled Super Trust
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:
Reply Paid 4171
Perpetual's Pooled Super Trust
GPO Box 4171, Sydney NSW 2001