Diversified
Perpetual Diversified Real Return Fund - Class W Fund
Investments
Investments 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, while minimising downside risk.
Perpetual Diversified Real Return Fund - Class Z Fund
Investments
Investments 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, while minimising downside risk.
Perpetual Wholesale Balanced Growth Fund Fund
Investments
Investments 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; outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods; 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
Investments
Investments 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 and fixed income securities; outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods; 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
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets; outperform the All Groups CPI + 4.5% pa (before fees and taxes) over at least three-year periods; 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
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: achieve long term capital growth through investment in a variable mix of Australian and international shares and other securities with lower risk than 100% exposure to either asset class; Outperform a composite benchmark (before fees and taxes) comprising of the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting the Fund's allocation to the various asset types over rolling three-year periods.
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