Australian shares
Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
Perpetual Industrial Share Fund
Investments
6.17
3.04
5.84
7.30
28/02/21
1.442
1.437
08/03/21
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
Perpetual Diversified Income Fund
Investments
2.81
1.94
2.85
3.45
28/02/21
0.981
0.979
08/03/21
Investments Investment via Perpetual WealthFocus Investment Funds
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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