Australian shares
Australian Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide long term capital growth and income primarily through investment in a diversified portfolio of Australian shares - Outperform the S&P/ASX300 Accumulation Index (before fees and tax) over rolling three-year periods.
Geared Australian Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with enhanced long-term capital growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares - Outperform the S&P/ASX300 Accumulation Index (before fees and tax) over rolling three-year periods.
Implemented Australian Share Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian shares
Cash and fixed income
Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with income and capital stability through investment in a diversified portfolio of fixed income investments (including mortgages) - outperform (before fees and taxes), over rolling three-year periods, a composite benchmark reflecting the Fund's target allocations at any time to the various asset types.
Implemented Fixed Income Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages).
Diversified
Balanced Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide members with long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investment - outperform the CPI by 3.5% (before fees and tax) over rolling five-year periods - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Charitable and Community Investor Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide charitable trusts and non-profit organisations with long-term capital growth and to maximise income through investment in a diversified portfolio with an emphasis on Australian shares and alternative investments.
Charitable Endowment Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide income tax exempt investors such as charitable trusts with a consistent income stream and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian shares.
Conservative Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Income and some long term capital growth through investment in a diversified portfolio with an emphasis in fixed interest and cash investments. Outperform the CPI by 2.5% (before fees and tax) over rolling three-year periods Outperform (before fees and tax), over rolling three year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Diversified Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
provide investors with long term capital growth and income through investment in a diversified portfolio - outperform CPI by 3.0% (before fees and tax) over rolling three-year periods - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the targets allocations at any time to the various asset types.
Geared High Growth Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with enhanced long-term capital growth through borrowing (gearing) to invest in a diversified portfolio of Australian and international shares and alternative growth investments - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Growth Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with long term capital growth and income through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and tax) over rolling five to ten-year periods - outperform (before fees and tax), over rolling three year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
International shares
Implemented International Share Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with long-term capital growth through investment in a diversified portfolio of international shares
International Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with long term capital growth through investment in a diversified portfolio of international shares - Outperform the MSCI All Country World Index (unhedged) in Australian dollars (before fees and tax) over rolling three-year periods.
Property/real estate
Implemented Real Estate Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with income and long-term capital growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts
Real Estate Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with income and long-term capital growth through investment in a diversified portfolio of Australian listed property trusts, international real estate investment trusts and unlisted property trusts. - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the Fund's target allocation at any time to various asset types.
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