Diversified
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 Diversified Real Return Fund 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.
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.