Investment opportunities unconstrained by borders
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.
Diversified
Perpetual Diversified Real Return Fund - Class W Fund
General
General Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods. The Fund aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to the overall portfolio) rather than capital allocations. Class W is the standard fee option.
Perpetual Diversified Real Return Fund - Class Z Fund
General
General Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods. The Fund aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to the overall portfolio) rather than capital allocations. Class Z is the performance fee option.
Perpetual Wholesale Balanced Growth Fund Fund
General
General Investment via Perpetual Wholesale Funds
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; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Conservative Growth Fund Fund
General
General Investment via Perpetual Wholesale Funds
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; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Diversified Growth Fund Fund
General
General Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and regular income through investment in a diversified portfolio of growth and income assets; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Split Growth Fund Fund
General
General Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long term capital growth through investment in a mix of international shares and quality Australian industrial shares and other securities with lower risk than 100% exposure to either asset class; and outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
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.