Diversified Funds |
Perpetual Wholesale Balanced Growth Fund |
Aims to:
- provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments
- outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods
- outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
|
PDS |
Perpetual Wholesale Conservative Growth Fund |
Aims to:
- provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities
- outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods
- outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
|
PDS |
Perpetual Wholesale Diversified Growth Fund |
Aims to:
- provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets
- outperform the All Groups CPI + 4.5% pa (before fees and taxes) over at least three-year periods
- outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
|
PDS |
Perpetual Diversified Real Return Fund - Class W units
|
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
|
PDS |
Perpetual Diversified Real Return Fund - Class Z units
|
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
|
PDS
|
Perpetual Wholesale Split Growth Fund |
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
|
PDS |
Australian Equities |
Perpetual WealthFocus Industrial Share Fund |
Aims to:
- provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares
- outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods
|
PDS |
Perpetual Wholesale Australian Share Fund |
Aims to
- provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares
- outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Concentrated Equity Fund |
Aims to:
- provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares
- outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods
|
PDS |
Perpetual Wholesale Ethical SRI Fund |
Aims to:
- provide long-term capital growth and regular income through investment predominantly in quality shares of Australian ethical and socially responsible companies
- outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods
|
PDS |
Perpetual Wholesale Geared Share Australian Fund |
Aims to:
- enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares
- outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Industrial Share Fund |
Aims to:
- provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares
- outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale SHARE-PLUS Long-Short Fund |
Aims to:
- provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
- outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Smaller Companies Fund |
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
- outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Income Share Fund |
Aims to provide investors with:
- exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth
- above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.
|
PDS |
Global Equities |
Perpetual Global Innovation Share Fund |
Aims to:
- provide investors with long-term capital growth through investment in quality global shares that are benefiting from changes in technology and innovation
- outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Global Share Fund |
Aims to:
- provide investors with long-term capital growth through investment in quality global shares
- outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual WealthFocus Global Share Fund |
Aims to:
- provide long-term capital growth through investment in quality global shares
- outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
. |
PDS |
Perpetual Wholesale International Share Fund |
Aims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index ($A) (before fees and taxes) over rolling three-year periods.
|
PDS
|
Cash & Fixed Income |
Perpetual Wholesale Active Fixed Interest |
Aims to:
- provide investors with regular income by investing in fixed income securities, primarily corporate bonds
- outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
|
PDS |
Perpetual Wholesale Diversified Income Fund |
Aims to provide regular income and consistent returns above the Bloomberg, AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.
|
PDS |
Perpetual Wholesale Dynamic Fixed Income Fund |
Aims to provide:
- capital stability and regular income by investing in a diversified range of income generating assets
- a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
|
PDS |
Perpetual Ethical SRI Credit Fund |
Aims to provide regular income and consistent returns above Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating, ethical and socially responsible assets.
|
PDS |
Perpetual Wholesale High Grade Floating Rate Fund |
Aims to provide:
- provide investors with regular income by investing in deposits, money market and fixed income securities
- outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).
|
PDS |