Australian shares
Perpetual Australian Share Fund
Retirement
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
Retirement
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
Retirement
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
Retirement
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
Retirement
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 SHARE-PLUS Long-Short Fund
Retirement
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
Retirement
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.
Cash and fixed income
Perpetual Cash Fund
Retirement
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 Diversified Income Fund
Retirement
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
Retirement
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.
Diversified
Perpetual Balanced Growth Fund
Retirement
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
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
Retirement
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
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
Retirement
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
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
Retirement
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
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
Retirement
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
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.
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