van Eyk Blueprint - Balanced
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
van Eyk Blueprint - Balanced
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | -- | -- | -- |
| 3 month | -- | -- | -- |
| 6 month | -- | -- | -- |
| 1 year | -- | -- | -- |
| 3 year | -- | -- | -- |
| 5 year | -- | -- | -- |
| 10 year | -- | -- | -- |
Distributions
| Frequency | Half Yearly |
| Cents per Unit | 0.000 |
| Reinvestment Price | 1.000 |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
van Eyk Research Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
van Eyk have suspended applications and redemptions from this investment option effective 30 July 2014. Aims to provide a consistent level of income and capital growth. The fund's measurable investment objective is the CPI + 3% over rolling five-year periods.
Investment Approach
The fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with moderate exposure to cash and fixed interest. The fund may also hold derivatives, listed managed investments, cash and short-term money market securities.
The fund is constructed to provide exposure to a blend of underlying managers highly regarded by van Eyk with complementary styles to suit, in van Eyk's opinion, different market conditions. The underlying manager and asset allocation is actively managed by van Eyk.
The fund may use derivatives such as forwards, futures, options and index-linked products:
- as a hedge
- as an alternative to buying and selling the physical security or
- to take advantage of opportunities for profit.
The default position for the fund is an unhedged currency exposure. From time to time, van Eyk may implement currency hedging strategies.
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.) | 0.00 |
| Buy / Sell Spread | Nil / Nil |
Investment Guidelines
| Australian shares | 15 - 45% |
| Cash | 0 - 30% |
| Fixed interest | 10 - 35% |
| International shares | 5 - 30% |
| Listed property & infrastructure | 0 - 25% |
| Alternative assets | 0 - 30% |
Distribution
| Half Yearly |
| June 30, December 31 |
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
Pricing & Performance
Performance as at 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | -- | -- |
| 3 month | -- | -- |
| 6 month | -- | -- |
| 1 year | -- | -- |
| 3 year | -- | -- |
| 5 year | -- | -- |
| 10 year | -- | -- |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
van Eyk Research Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
van Eyk have suspended applications and redemptions from this investment option effective 30 July 2014. Aims to provide a consistent level of income and capital growth. The fund's measurable investment objective is the CPI + 3% over rolling five-year periods.
Investment Approach
The fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with moderate exposure to cash and fixed interest. The fund may also hold derivatives, listed managed investments, cash and short-term money market securities.
The fund is constructed to provide exposure to a blend of underlying managers highly regarded by van Eyk with complementary styles to suit, in van Eyk's opinion, different market conditions. The underlying manager and asset allocation is actively managed by van Eyk.
The fund may use derivatives such as forwards, futures, options and index-linked products:
- as a hedge
- as an alternative to buying and selling the physical security or
- to take advantage of opportunities for profit.
The default position for the fund is an unhedged currency exposure. From time to time, van Eyk may implement currency hedging strategies.
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.) | 0.00 |
| Buy / Sell Spread | Nil / Nil |
Investment Guidelines
| Australian shares | 15 - 45% |
| Cash | 0 - 30% |
| Fixed interest | 10 - 35% |
| International shares | 5 - 30% |
| Listed property & infrastructure | 0 - 25% |
| Alternative assets | 0 - 30% |
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.
-
New and existing investors - Invest using Perpetual’s online application form
-
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 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | -- | -- |
| 3 month | -- | -- |
| 6 month | -- | -- |
| 1 year | -- | -- |
| 3 year | -- | -- |
| 5 year | -- | -- |
| 10 year | -- | -- |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
van Eyk Research Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
van Eyk have suspended applications and redemptions from this investment option effective 30 July 2014. Aims to provide a consistent level of income and capital growth. The fund's measurable investment objective is the CPI + 3% over rolling five-year periods.
Investment Approach
The fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with moderate exposure to cash and fixed interest. The fund may also hold derivatives, listed managed investments, cash and short-term money market securities.
The fund is constructed to provide exposure to a blend of underlying managers highly regarded by van Eyk with complementary styles to suit, in van Eyk's opinion, different market conditions. The underlying manager and asset allocation is actively managed by van Eyk.
The fund may use derivatives such as forwards, futures, options and index-linked products:
- as a hedge
- as an alternative to buying and selling the physical security or
- to take advantage of opportunities for profit.
The default position for the fund is an unhedged currency exposure. From time to time, van Eyk may implement currency hedging strategies.
Investment Details
| Minimum Initial Investment | $2,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,000 |
| Monthly Minimum | $100 |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 0.00 |
| Buy / Sell Spread | Nil / Nil |
Investment Guidelines
| Australian shares | 15 - 45% |
| Cash | 0 - 30% |
| Fixed interest | 10 - 35% |
| International shares | 5 - 30% |
| Listed property & infrastructure | 0 - 25% |
| Alternative assets | 0 - 30% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
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.
-
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.
-
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 31/01/2021
Returns as at 31/01/2021
| Growth % | Total % | |
|---|---|---|
| 1 month | -- | -- |
| 3 month | -- | -- |
| 6 month | -- | -- |
| 1 year | -- | -- |
| 3 year | -- | -- |
| 5 year | -- | -- |
| 10 year | -- | -- |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
van Eyk Research Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
van Eyk have suspended applications and redemptions from this investment option effective 30 July 2014. Aims to provide a consistent level of income and capital growth. The fund's measurable investment objective is the CPI + 3% over rolling five-year periods.
Investment Approach
The fund provides exposure to a diversified portfolio of growth assets, including shares and alternative assets, with moderate exposure to cash and fixed interest. The fund may also hold derivatives, listed managed investments, cash and short-term money market securities.
The fund is constructed to provide exposure to a blend of underlying managers highly regarded by van Eyk with complementary styles to suit, in van Eyk's opinion, different market conditions. The underlying manager and asset allocation is actively managed by van Eyk.
The fund may use derivatives such as forwards, futures, options and index-linked products:
- as a hedge
- as an alternative to buying and selling the physical security or
- to take advantage of opportunities for profit.
The default position for the fund is an unhedged currency exposure. From time to time, van Eyk may implement currency hedging strategies.
Investment Details
| Minimum Initial Investment | $2,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,000 |
| Monthly Minimum | $100 |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 0.00 |
| Buy / Sell Spread | Nil / Nil |
Investment Guidelines
| Australian shares | 15 - 45% |
| Cash | 0 - 30% |
| Fixed interest | 10 - 35% |
| International shares | 5 - 30% |
| Listed property & infrastructure | 0 - 25% |
| Alternative assets | 0 - 30% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors
-
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
Awards and recognition
