Perpetual’s Select funds are multi-manager funds. They combine a wide range of asset classes and the specialist investment expertise of managers from across the globe - within a single fund.
Perpetual's Select funds make it easy for you to create and manage a portfolio that meets your investment objectives whether you are investing within super, for income in retirement, or to achieve a specific financial goal.
Perpetual Select Investment Funds features:
- Online Access
- Invest via BPay or direct debit
- Minimum initial investment: $5,000
- Regular savings plan
Perpetual Select Super Plan features:
- Online Access
- Invest via BPay or direct debit
- Minimum initial investment: $3,000
- Regular savings plan
Perpetual Select Pension Plan features:
- Online Access
- Invest via BPay or direct debit
Features and Benefits
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Consistency of returns
Blending investment managers and styles aims to improve the consistency of returns across different market cycles. This helps to smooth out the performance of each Select fund.
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Create a portfolio that meets your investment objectives
Select offers a range of investment options. You can choose from multi-asset class (diversified) options, which offer diversification across and within asset classes; or single-asset class options, which offer diversification within an asset class.
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Ease and convenience
Perpetual’s investment team rigorously assesses each investment manager, decides the appropriate asset allocation and regularly reviews how to invest in each asset class based on the long-term objectives of each Select fund. Leading investment managers around the world are appointed and monitored on your behalf.
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Greater diversification
Select funds don’t just diversify by asset class. By combining investment managers with different investment styles and approaches, an additional layer of diversification is provided to your portfolio. This means you are not overexposed to risk if one investment manager or investment style significantly underperforms.
Perpetual Select products
Perpetual Select Investment Funds
Perpetual Select Investment Funds are designed for investors who want a choice of investment options and a simple, convenient way to manage and diversify their portfolios.
A range of investment options
Choose from five single-asset class funds and five multi-asset class (diversified) multi-manager funds.
More Information:
Target Market Determination
If you require a TMD for a specific fund, you can search for it via our price and performance page.
> Important information & continuous disclosure
Perpetual Select Super Plan
Perpetual Select Super Plan is designed for employees, and the self-employed who want a super fund that is easy to use.
A range of investment options
A range of investment options have been designed to meet different investment objectives. You are able to easily create a super portfolio by matching your own investment objectives with one or more of our options. You can choose from five multi-asset class or six single-asset class investment options.
Flexibility to make regular contributions into your super
You are able to make one-off and/or regular contributions to your super account (subject to maximum contribution caps for each financial year).
Optional insurance cover
Taking out insurance through super can be a tax effective way of securing extra peace of mind. Access to optional personal insurance within your super is available for salary continuance, death only and death and total and permanent disablement.
More Information:
Additional Information Booklet (including Investments)
Occupational Loading Factor Guide
> Important information & continuous disclosure
Perpetual Select Pension Plan
The Perpetual Select Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.
A range of investment strategies
Select from 10 multi-manager investment options, which can be combined to create a portfolio that allows you to generate the mix of retirement income and capital growth you seek.
Flexible income and withdrawal
You choose the frequency of income payments from your pension and alter the amount as your needs change (subject to the government’s minimum withdrawal requirements). You may also withdraw lump sums. If you’re 60 years of age or over, you generally won’t pay tax on the income payments from your Select pension.
More Information:
Additional Information Booklet (including Investments)