Australian shares
Industrial Share Investment Option Fund
Superannuation
Superannuation Investment via Perpetual's Pooled Superannuation Trust
Investment Objective
Aims to: * provide long-term capital growth and regular income through investment in quality industrial shares * outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
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.
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.
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.
Cash and fixed income
Capital Guarantee Option Fund
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
Balanced Growth 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 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 * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
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.
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
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.
Property/real estate
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.
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