Distribution Notice
Finalising year-end unit prices is a detailed process and takes time due to distribution calculations and review requirements. We expect unit prices for Perpetual’s funds to be available from mid-July. For external fund manager investment options, we rely on the external fund managers to provide the information. This means it will take longer to finalise and we expect unit prices for external fund manager investment options to be available by late July.
Investment opportunities unconstrained by borders
The Perpetual Global Share Fund is a hand-picked portfolio of quality companies chosen for their long-term investment potential and attractive valuations.
International shares
Perpetual Global Innovation Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide investors with long-term capital growth through investment in quality global shares that are benefiting from technological change and innovation; and outperform the the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over a rolling three-year period.
Perpetual Wholesale Global Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
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 (AUD) (before fees and taxes) over rolling three year periods.
Perpetual Wholesale Global Share Fund Hedged Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with long-term capital growth through investment in quality global shares and minimise the impact of movements in the AUD on investment returns by hedging the majority of foreign currency exposure back to the AUD.
Perpetual Wholesale International Share Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
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.
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