Alternatives
Aspect Diversified Futures Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. The fund aims to provide a return greater than the Reserve Bank of Australia cash rate over rolling three-year periods after fees and taxes.
Australian shares
Ausbil Australian Active Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to outperform the S&P ASX300 Accumulation Index per annum over rolling three-year periods with moderate tax-effective income by investing in a portfolio of listed Australian equities that are generally chosen from the S&P/ASX300 Index.
Ausbil Australian Emerging Leaders Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to outperform per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 Accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.
Fidelity Australian Equities Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to achieve a return (before fees, costs and taxes) that exceeds the S&P/ASX 200 Accumulation Index over a period of five to seven years.
Investors Mutual Australian Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index on a rolling four-year basis.
Investors Mutual Future Leaders Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index (excluding S&P/ASX50 and excluding Property Trusts) on a rolling four-year basis.
Pendal Australian Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium-to-long term. There is a medium to high risk of losing money in any year. The fund is likely to produce higher returns over the long term.
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.
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.
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.
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.
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.
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.
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.
Schroder Australian Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to outperform the S&P/ASX 200 Accumulation Index over rolling three-to-five-year periods by investing in a broad range of companies from Australia and New Zealand.
Vanguard Australian Shares Index Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
Cash and fixed income
Bentham Global Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide exposure to global credit markets and to generate income with some potential for capital growth over the medium-to-long term. The fund aims to outperform its composite benchmark (50% Bloomberg AusBond Composite 0+Yr Index and 50% Bloomberg AusBond Bank Bill Index) over the suggested investment time frame.
Macquarie Income Opportunities Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: - outperform the Bloomberg AusBond Bank Bill Index over the medium term (before fees) - provide higher income returns than traditional cash investments at all stages of interest rate and economic cycles.
OnePath Diversified Fixed Interest Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide income and achieve returns (before fees, charges and taxes) that exceed the Bloomberg AusBond Composite 0+ Yr Index over periods of three years or more.
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.
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.
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.
Schroder Fixed Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to outperform the Bloomberg AusBond Composite 0+ Yr Index after fees over the medium term.
Vanguard Australian Fixed Interest Index Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Seeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
Diversified
BlackRock Diversified ESG Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 30% of which represent interest bearing assets and 70% of which represent growth assets, before fees over rolling three-year periods.
BlackRock Diversified ESG Stable Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to achieve superior investment performance through providing returns that exceed those of the neutral portfolio benchmark, comprising a portfolio of published indices approximately 70% of which represent interest bearing assets and 30% of which represent growth assets, before fees over rolling three-year periods.
BlackRock Tactical Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: - a broadly diversified exposure to Australian and international assets - active asset allocation, security selection and risk management - flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk The fund aims to outperform a composite benchmark (before fees) reflecting its allocation to the various asset types over a five-year rolling
Morningstar Growth Real Return Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to earn a rate of return that exceeds CPI increases by at least 3.5% pa over rolling seven-year periods.
Perpetual Balanced Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Perpetual Conservative Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Perpetual Diversified Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Perpetual Diversified Real Return Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Perpetual Split Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
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.
Schroder Strategic Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to deliver an investment return of 5% pa before fees above Australian inflation over the medium-to-long term. Inflation is defined as the Reserve Bank of Australia's Trimmed Mean, as published by the Australian Bureau of Statistics.
van Eyk Blueprint - Balanced Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
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.
van Eyk Blueprint - Capital Stable Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
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 some capital growth. The fund's measurable investment objective is the CPI + 2% over rolling three-year periods.
van Eyk Blueprint - High Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
van Eyk have suspended applications and redemptions from this investment option effective 30 July 2014. Aims to provide a consistent level capital growth. The fund's measurable investment objective is the CPI + 4% over rolling seven-year periods.
Infrastructure
Lazards Global Listed Infrastructure Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to achieve total returns (comprising income and capital appreciation and before the deduction of fees and taxes) that outperform inflation, as measured by the Australian Consumer Price Index, by 5% pa over rolling five-year periods.
International shares
Magellan Global Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss.
MFS Global Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: - seek capital appreciation over the longer term by investing in a diversified portfolio of global shares - outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.
Perpetual Global Innovation Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: - provide 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.
Perpetual Global Share Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
Platinum Asia Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide capital growth, where measured over at least five years, by investing in undervalued companies in the Asia region excluding Japan.
Platinum International Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide capital growth, where measured over at least five years, by investing in undervalued companies from around the world.
T. Rowe Price Global Equity Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide long-term capital appreciation by investing primarily in a portfolio of securities of companies which are traded, listed or due to be listed on recognised exchanges and/or markets throughout the world. The fund's benchmark is the MSCI All Country World Index ex-Australia (unhedged). The performance target is 3% (gross of fees) or greater in excess of the benchmark.
Vanguard International Shares Index Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
Vanguard International Shares Index (Hedged) Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Seeks to track the return of the MSCI World ex-Australia (with net dividends reinvested) hedged into Australian dollars Index before taking into account fees, expenses and tax.
Property/real estate
AMP Capital Global Property Securities Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide total returns (income and capital growth) after costs and before tax, above the fund's performance benchmark (FTSE EPRA/NAREIT Developed Index Hedged in AUD Net TRI), on a rolling three-year basis.
Pendal Property Securities Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 A-REIT Accumulation Index over the medium-to-long term. There is a medium to high risk of losing money in any year. The fund is likely to produce higher returns over the long term.
Vanguard Australian Property Securities Index Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Seeks to track the return of the S&P/ASX 300 A-REIT Index before taking into account fees, expenses and tax.
HAVE ANY QUESTIONS? Call us on 1800 022 033
We are here to help you with any enquiries regarding Perpetual Investment products and services, including WealthFocus and your investments