Australian shares
Industrial Share Option Fund
Superannuation
Superannuation Investment via Perpetual's Pooled Superannuation Trust
Investment Objective
Perpetual Australian Share Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth and regular income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Concentrated Equity Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth and income through investment in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Ethical SRI Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Geared Australian Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Industrial Share Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
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.
Perpetual SHARE-PLUS Long-Short Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super 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. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Perpetual Smaller Companies Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super 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. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
Australian Equities Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Limited Share Portfolio Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth and income through investment in quality industrial and resource shares and other securities - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
Cash and fixed income
Perpetual Cash Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super 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
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
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.
Perpetual Dynamic Fixed Income Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide; - capital stability and regular income by investing in a diversified range of income generating assets. - a positive return (before fees and taxes) irrespective of market conditions over a rolling 3 year period.
Cash Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
Diversified
Perpetual Balanced Growth Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super 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 CPI + 5.0% pa (before fees and taxes) over at least five-year periods and 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
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide moderate growth over the medium term & income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities, outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods and outperform a composite benchmark (before fees & tax) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Diversified Growth Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets, outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods and 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
Superannuation
Superannuation Investment via Perpetual WealthFocus Super 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
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to achieve long-term capital growth through investment in a variable mix of Australian and international share and other securities, with lower risk than 100% exposure to either asset class, and outperform a composite benchmark (before fees and taxes) of the S&P/ASX300 Accum Index & MSCI World ex Aus Accum Index (AUD) reflecting the fund's allocation to the various asset types over 3 years.
Balanced Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 2.25% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark reflecting the underlying funds target allocations
Conservative Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments - outperform the CPI by 0.75% (before fees and after tax) over rolling 3-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying funds target allocations
Diversified Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 1.5% (before fees and after tax) over rolling 5-year periods - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark reflecting the underlying funds target allocations at any time to the various asset types.
Growth Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a blended benchmark reflecting the underlying funds target allocations.
High Growth Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl shares, as well as growth alts. - outperform the CPI by 3.25% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a blended benchmark reflecting the underlying funds target allocations.
International shares
Perpetual Global Innovation Share Fund
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide long-term capital growth through investment in global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
International Equities Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of international shares - outperform the MSCI All Country World Index - Net Return (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.
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