Australian shares
Australian Equities 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 - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Limited Share Portfolio 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.
Cash and fixed income
Cash Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the UBS Australian Bank Bill Index (before fees and after tax) over rolling one-year periods.
Diversified
Balanced Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 2.25% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark reflecting the underlying fundsÔÇÖ target allocations
Conservative Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments - outperform the CPI by 0.75% (before fees and after tax) over rolling 3-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying fundsÔÇÖ target allocations
Diversified Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 1.5% (before fees and after tax) over rolling 5-year periods - outperform (before fees and after tax), over rolling 5-year periods, a blended benchmark reflecting the underlying fundsÔÇÖ target allocations at any time to the various asset types.
Growth Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying fundsÔÇÖ target allocations.
High Growth Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl shares, as well as growth alts. - outperform the CPI by 3.25% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark reflecting the underlying fundsÔÇÖ target allocations.
International shares
International Equities Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of international shares11 - outperform the MSCI All Country World Index (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.
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