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Unit pricing: The price at which units are issued is calculated by reference to Unit Pricing policy.

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From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.

Australian shares

Returns (% P.A.)
1yr
3yr
5yr
10yr
As at
Current Unit Price
Entry
Exit
As at
 

Perpetual SHARE-PLUS Long-Short Fund

Investments

 
 
 
 

Investments Investment via Perpetual WealthFocus Investment Advantage

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Superannuation

 
 
 
 

Superannuation Investment via Perpetual WealthFocus Super Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement

 
 
 
 

Retirement Investment via Perpetual WealthFocus Account Based Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in predominantly selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan

Investment Objective

Aims to provide long-term capital growth and income through investment in quality shares and taking short positions in predominantly selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Perpetual Wholesale SHARE-PLUS Long-Short Fund Fund

Investments

 
 
 
 

Investments Investment via Perpetual Wholesale Funds

Investment Objective

Aims to: provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares; and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

This is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

* This is a guide only and not a recommendation. The investment timeframes are provided by each of the relevant investment managers, which is why they may differ between similar funds managed by different investment managers. You should discuss your investment in the fund(s) with your financial adviser to ensure that it meets your needs.

All figures and amounts displayed on this website are in Australian dollars. All unit prices are historical figures based on our most recent valuations. As pricing frequencies and valuation methodologies differ for the various types of assets, the unit prices shown may not be current and, therefore, you shouldn’t rely on them as the basis for trading investments in your account.

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