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Investment opportunities unconstrained by borders

The Perpetual Global Share Fund is a hand-picked portfolio of quality companies chosen for their long-term investment potential and attractive valuations.

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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.

Australian shares

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

Industrial Share Investment Option Fund

Superannuation

 
 
 
 
Perpetual's Pooled Superannuation Trust
5.23
7.02
5.83
9.29
31/08/19
13.365
13.325
19/09/19

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.

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Smaller Companies Share Investment Option Fund

Superannuation

 
 
 
 
Perpetual's Pooled Superannuation Trust
2.41
6.94
7.98
10.72
31/08/19
13.325
13.285
19/09/19

Superannuation Investment via Perpetual's Pooled Superannuation Trust

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.

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Diversified

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

Balanced Growth Investment Option Fund

Superannuation

 
 
 
 
Perpetual's Pooled Superannuation Trust
5.43
6.57
5.99
7.70
31/08/19
4.252
4.238
19/09/19

Superannuation Investment via Perpetual's Pooled Superannuation Trust

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 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.

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International shares

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

Global Share Investment Option Fund

Superannuation

 
 
 
 
Perpetual's Pooled Superannuation Trust
3.94
12.00
11.85
9.40
31/08/19
4.108
4.086
19/09/19

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

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

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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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