Australian shares
Industrial Share Option Fund
Superannuation
Superannuation Investment via Perpetual's Pooled Superannuation Trust
Investment Objective
Australian 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 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.
Cash and fixed income
Cash Option Fund
Retirement
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
Retirement
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 Option Fund
Retirement
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 3.0% (before fees and after tax) over rolling seven-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
Retirement
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 1.0% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds' target allocations at any time to the various asset types.
Diversified Option Fund
Retirement
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 2.0% (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.
Growth Option Fund
Retirement
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 3.5% (before fees and after tax) over rolling 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
Retirement
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 4.0% (before fees and after tax) over rolling 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.
International shares
International Share Option Fund
Retirement
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 Option Fund
Retirement
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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