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Unit pricing: The price at which units are issued is calculated by reference to Unit Pricing policy.

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From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.

For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.

Australian shares

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

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

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

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.

Fixed Income Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts5 - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark8 reflecting the underlying fundÔÇÖs target allocation at any time to the various asset types.

Diversified

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

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

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

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.

Property/real estate

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Real Estate Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts5 - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark8 reflecting the underlying fundÔÇÖs target allocation at any time to the various asset types.

This is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

* This is a guide only and not a recommendation. The investment timeframes are provided by each of the relevant investment managers, which is why they may differ between similar funds managed by different investment managers. You should discuss your investment in the fund(s) with your financial adviser to ensure that it meets your needs.

All figures and amounts displayed on this website are in Australian dollars. All unit prices are historical figures based on our most recent valuations. As pricing frequencies and valuation methodologies differ for the various types of assets, the unit prices shown may not be current and, therefore, you shouldn’t rely on them as the basis for trading investments in your account.

 

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