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.

  • Perpetual Wholesale Funds

  • Perpetual WealthFocus Investment Advantage

  • Perpetual Select Investment Funds

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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
 

Perpetual Australian Share Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

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 socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in quality shares of 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

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

General Investment via Perpetual WealthFocus Investment Funds

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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 Pure Equity Alpha Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the RBA cash rate.

Perpetual Pure Microcap Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation of less than $250 million on acquisition. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX Small Ordinaries Accumulation Index.

Perpetual Pure Value Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.

Perpetual SHARE-PLUS Long-Short Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions 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.

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 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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions 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

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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.

Perpetual Wholesale Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and regular income through investment in quality industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Concentrated Equity Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and income through investment in quality industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Ethical SRI Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and regular income through investment in quality shares of socially responsible companies; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Geared Australian Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Income Share Fund Fund

General

 
 
 
 

General Investment via Trust Company Investment Funds

Investment Objective

The Fund aims to provide investors with: - exposure to a diversified portfolio of tax-effective high income yielding Australian securities that are also expected to produce some long-term capital growth - above market dividend yield as measured by the S&P/ASX 200 Accumulation Index and capital growth over the long term through investment in quality shares.

Perpetual Wholesale Industrial Share Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and regular income through investment in quality industrial shares; and outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale SHARE-PLUS Long-Short Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and income through investment in quality shares and taking short positions in selected Australian shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale Smaller Companies Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

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; and outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.

Cash and fixed income

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

Perpetual Active Fixed Interest Fund-Class A Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Index on an ongoing basis before fees and taxes.

Perpetual Active Fixed Interest Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Bond Index on an ongoing basis before fees and taxes.

Perpetual Cash Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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.

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.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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 Cash Management Fund Fund

General

 
 
 
 

General Investment via Perpetual's Income Series

Investment Objective

To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities.

Perpetual Credit Income Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.

Perpetual Diversified Income Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

General Investment via Perpetual WealthFocus Investment Funds

Investment Objective

Aims to provide regular income and consistent returns above the UBS Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide regular income and consistent returns above the UBS Bank Bill Index over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Perpetual Dynamic Fixed Income Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide regular income and consistent returns above a composite benchmark comprising the Bloomberg AusBond Composite 0+ Yr Index (50%) and the Bloomberg AusBond Bank Bill Index (50%) over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide regular income and consistent returns above a composite benchmark comprising the Bloomberg AusBond Composite 0+ Yr Index (50%) and the Bloomberg AusBond Bank Bill Index (50%) over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide regular income and consistent returns above a composite benchmark comprising the Bloomberg AusBond Composite 0+ Yr Index (50%) and the Bloomberg AusBond Bank Bill Index (50%) over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide regular income and consistent returns above a composite benchmark comprising the Bloomberg AusBond Composite 0+ Yr Index (50%) and the Bloomberg AusBond Bank Bill Index (50%) over rolling three-year periods (before fees and taxes) by investing in a diverse range of income generating assets.

Perpetual Exact Market Cash Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in deposits, money market and fixed income securities. To match the Bloomberg AusBond Bank Bill Index after management fees on an ongoing basis.

Perpetual High Grade Treasury Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide investors with regular income by investing in deposits, money market and fixed income securities. To outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.

Perpetual High Grade Treasury Fund Class R units Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with regular income by investing in deposits, money market and fixed income securities.

Perpetual Institutional Cash Management Trust Fund

General

 
 
 
 

General Investment via Perpetual Institutional Cash Management Trust

Investment Objective

To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities

Perpetual Premium Treasury Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Please note this Fund is now closed.

Perpetual Pure Credit Alpha Fund Class W Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

Aims to provide investors with a positive return above cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.

Perpetual Wholesale Diversified Income Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

Investment Objective

To provide regular income and consistent returns by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three year periods before fees and taxes.

Perpetual Wholesale Dynamic Fixed Income Fund Fund

General

 
 
 
 

General Investment via Perpetual Wholesale Funds

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 three-year period.

Diversified

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

Perpetual Balanced Growth Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

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. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

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. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension 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. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension 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. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Perpetual Conservative Growth Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Perpetual Diversified Growth Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and regular income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. The fund aims to outperform a composite benchmark reflecting its allocation to the various asset types over rolling three-year periods.

Perpetual Diversified Real Return Fund

General

 
 
 
 

General Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Targets a pre-tax return of 5% per annum above inflation, before fees and taxes, over rolling five-year periods. Aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to overall portfolio) rather than capital allocations.

Superannuation