Alternatives
Perpetual Growth Opportunities Fund Fund
Due to the nature of underlying assets of this Fund, the performance numbers may be delayed especially during annual distribution periods. For the latest available Fund performance please refer to the Fund Profile document available below.
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide long-term capital growth through investment in a diversified portfolio of private equity funds, infrastructure funds, opportunistic property funds, absolute return funds and other listed and un-listed investments consistent with the Fund's investment approach.
Perpetual Income Opportunities Fund Fund
Due to the nature of underlying assets of this Fund, the performance numbers may be delayed especially during annual distribution periods. For the latest available Fund performance please refer to the Fund Profile document available below.
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide consistent income through investment in a diversified portfolio of absolute return funds, specialist credit funds and other investments consistent with the Fund's investment approach.
Australian shares
Industrial Share Investment Option Fund
Superannuation
Superannuation Investment via Perpetual's Pooled Superannuation Trust
Investment Objective
Aims to: * provide long-term capital growth and regular income through investment in quality industrial shares * outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Australian Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Concentrated Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Ethical SRI Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Geared Australian Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Industrial Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Pure Equity Alpha Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the RBA cash rate.
Perpetual Pure Microcap Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation or free float of less than $300 million on acquisition. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX Small Ordinaries Accumulation Index.
Perpetual Pure Value Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
Perpetual SHARE-PLUS Long-Short Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Smaller Companies Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
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. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
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. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
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.
Perpetual Wholesale Australian Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Concentrated Equity Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Ethical SRI Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality shares of Australian ethical and socially responsible companies; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Geared Australian Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Income Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
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; and above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.
Perpetual Wholesale Industrial Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares; and outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale SHARE-PLUS Long-Short Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Wholesale Smaller Companies Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
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; and outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
The Trust Company Australian Share Fund Fund
Investments
Investments Investment via Trust Company Investment Funds
Investment Objective
The Fund's investment universe allows it to invest from time to time directly or indirectly in stocks listed on sharemarket exchanges outside of Australia. To help manage the risk profile of the Fund relative to the Australian sharemarket, exposure to stocks listed outside of Australia is limited to 20% and any non-Australian dollar assets may be hedged to the Australian dollar.
The Trust Company Share Imputation Fund Fund
Investments
Investments Investment via Trust Company Investment Funds
Investment Objective
The Fund aims to provide investors with long-term capital growth and regular income through investment in quality industrial and resource shares and outperform the benchmark S&P/ASX 300 Accumulation Index over a rolling three-year period (before fees and taxes).
Wholesale Smaller Companies Fund No.2 Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide long term capital growth and income through investment in quality Australian shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
Australian Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian Shares
Australian Share Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares (securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee) - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Implemented Australian Share Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian Shares.
Limited Share Option Fund
Retirement
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Limited Share Portfolio Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Cash and fixed income
Perpetual Active Fixed Interest Fund-Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
Perpetual Active Fixed Interest Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Bond Index (before fees and taxes) over rolling three-year periods.
Perpetual Cash Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index(before fees and taxes) on an ongoing basis.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Perpetual Cash Management Fund Fund
Investments
Investments Investment via Perpetual Cash Management Fund
Investment Objective
The Fund offers regular income, competitive returns, same day access to money and competitive interest rates.
Perpetual Credit Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.
Perpetual Diversified Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide regular income and consistent returns above the UBS Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Perpetual Dynamic Fixed Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide: - capital stability and regular income by investing in a diverse range of income generating assets - a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide: * Capital stability and regular income by investing in a diverse range of income generating assets * a positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide: - capital stability and regular income by investing in a diverse range of income generating assets - a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide: - capital stability and regular income by investing in a diverse range of income generating assets - a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
Perpetual Ethical SRI Credit Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide regular income and consistent returns above the 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.
Perpetual Exact Market Return Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To match the Bloomberg AusBond Bank Bill Index after management fees on an ongoing basis.
Perpetual High Grade Floating Rate Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.
Perpetual Institutional Cash Management Trust Fund
Investments
Investments Investment via Perpetual Institutional Cash Management Trust
Investment Objective
To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities
Perpetual Pure Credit Alpha Fund Class W Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with a positive return above cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
Perpetual Wholesale Diversified Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg Ausbond Bank Bill Index (before fees and taxes) over rolling three year periods by investing in a diverse range of income generating assets.
Perpetual Wholesale Dynamic Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide: capital stability and regular income by investing in a diversified range of income generating assets; and a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
Perpetual Wholesale High Grade Floating Rate Fund Class R units Fund
Investments