Australian shares
Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
WealthFocus Investment Perpetual Industrial Share Fund Fund
Investments
-1.20
3.22
4.20
7.77
31/07/22
1.252
1.249
11/08/22
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide long-term capital growth and regular income through investment in quality industrial shares. The Fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) 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
WealthFocus Investment Perpetual Diversified Income Fund Fund
Investments
-2.17
0.78
1.32
2.60
31/07/22
0.946
0.944
11/08/22
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
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.
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