HANDPICKED WITH HIGH CONVICTION

The Perpetual Global Share Fund is a hand-picked portfolio of between 20 to 40 high quality companies chosen for their long-term investment potential and attractive valuations.

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Unit pricing: The price at which units are issued is calculated by reference to Unit Pricing policy.

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If you are a member in the Transition to Retirement pension, the Superannuation investment options and unit prices apply to your account from 1 July 2017. For historical prices refer to the Account Based Pension investment options.

Australian shares

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Australian Share Option 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 (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares (securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee) - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.

Retirement Investment via Perpetual Select Term Allocated Pension 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.

Geared Australian Share Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with enhanced long-term growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares (Securities listed on overseas exchanges may be purchased subject to limits agreed by the Trustee). - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods

Industrial Share Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

Aims to provide long term capital growth and income through investment in quality industrial shares

Limited Share Option Fund

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Term Allocated Pension 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.

Limited Share Portfolio Option 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.

Smaller Companies Share Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

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.

Cash and fixed income

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Capital Guarantee Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds

Cash Option 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.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension 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.

Retirement Investment via Perpetual Select Term Allocated Pension 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.

Fixed Income Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types.

Diversified

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Balanced Growth Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

Aims to provide long term capital growth through investment in a diversified portfolio with an emphasis on Australian and international share investments

Balanced Option 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 2.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for further information) reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension 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 3.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement Investment via Perpetual Select Term Allocated Pension 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 3.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Conservative Option 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 1.5% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments.

Retirement Investment via Perpetual Select Term Allocated Pension 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 2.5% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds' target allocations at any time to the various asset types.

Diversified Option 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 2.0% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for further information)reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 3.0% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 3.0% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling five-year periods, a blended benchmark (refer tp PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Geared High Growth Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with enhanced long-term growth through borrowing (gearing) to invest in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Growth Option 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 international share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark(refer to PDS for mre information)reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth 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 after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with long-term growth 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 after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) reflecting the underlying funds' target allocations at any time to the various asset types.

High Growth Option 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 international shares, as well as growth alternative investments - outperform the CPI by 4.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS)reflecting the underlying funds' target allocations at any time to the various asset type.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 5.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) in reflecting the underlying funds' target allocations at any time to the various asset types

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 4.5% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) reflecting the underlying funds' target allocations at any time to the various asset types.

International shares

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Global Share Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual's Pooled Superannuation Trust

Investment Objective

Aims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index ($A) (before fees and taxes) over rolling three-year periods

International Share Option 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 (securities listed on the Australian Securities Exchange may be purchased subject to limits agreed by the Trustee). - outperform the MSCI All Country World Index (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio of international shares (securities listed on the Australian Securities Exchange may be purchased subject to limits agreed by the Trustee) - outperform the MSCI All Country World Index (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.

Retirement Investment via Perpetual Select Term Allocated Pension 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 (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.

Limited Share Portfolio Option Fund

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension 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.

Property/real estate

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Real Estate Investment Option Fund

Superannuation

 
 
 
 

Superannuation Investment via Perpetual Select Super Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts. - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer to PDS for more information.

Real Estate Option Fund

Retirement

 
 
 
 

Retirement Investment via Perpetual Select Account Based Pension Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer tp PDS for more information.

Retirement Investment via Perpetual Select Term Allocated Pension Plan

Investment Objective

Aims to: - provide members with income and long-term growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types. Refer to PDS for more information.

This is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

* This is a guide only and not a recommendation. The investment timeframes are provided by each of the relevant investment managers, which is why they may differ between similar funds managed by different investment managers. You should discuss your investment in the fund(s) with your financial adviser to ensure that it meets your needs.

All figures and amounts displayed on this website are in Australian dollars. All unit prices are historical figures based on our most recent valuations. As pricing frequencies and valuation methodologies differ for the various types of assets, the unit prices shown may not be current and, therefore, you shouldn’t rely on them as the basis for trading investments in your account.

We note that we are updating the manner in which we disclose Management Costs, in accordance with ASIC Class Order [CO 14/1252](RG97), where a PDS is issued after 1 March 2017. Please check the continuous disclosure to determine if a  PDS has been issued after 1 March 2017 and Management Cost disclosure has been updated.

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