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. 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.
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 ESG Real Return Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To target a return of inflation plus 5% per annum (before fees and taxes) over rolling 5 year periods. To achieve the return objective while minimsing risks through investing in a diversified range of ethical and socially responsible assets.
Perpetual Wholesale Balanced Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The fund 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 a composite benchmark (before fees and taxes) reflecting its allocation to various asset types over rolling three-yer 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; 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 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
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 the S&P/ASX 300 Accumulation Index and the MSCI World ex Australia Accumulation Index (AUD) reflecting Fund's allocation over 3-years.
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