Australian shares
Australian Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian Shares.
Implemented Australian Share Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to: - provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and tax) over rolling three-year periods.
Cash and fixed income
Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with income and capital stability through investment in a diversified portfolio of fixed income and diversified credit investments (including mortgages).
Implemented Fixed Income Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
The Fund combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the Fund by avoiding over exposure to a particular specialist investment manager. Derivatives may be used in managing the Fund.
Diversified
Balanced Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments
Conservative Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with income and some long-term capital growth through investment in a diversified portfolio with an emphasis on diversified credit, fixed income and cash investments.
Diversified Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio.
Growth Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to 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.
Perpetual Charitable and Community Investor Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims 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.
Perpetual Charitable Endowment Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims 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.
International shares
Implemented International Share Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth through investment in a diversified portfolio of international shares. To outperform (before fees and tax) the stated benchmark over rolling three-year periods.
International Share Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims to provide investors with long-term capital growth through investment in a diversified portoflio of international shares.
Property/real estate
Implemented Real Estate Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Income and long-term capital growth through investment in a diversified portfolio of Australia and international real estate investment trusts and unlisted property trusts.
Perpetual Select Real Estate Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Aims 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.
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