FROM DECIMAL TO DIGITAL: LESSONS FROM 50 YEARS OF INVESTING IN AUSTRALIAN SHARES

We’ve been helping clients invest in Australia’s best industrial companies for 50 years. Our new eBook tours those five decades of change and shares the crucial investment lessons we’ve learned along the way.

ISF 



Source: Perpetual. Return has been calculated December 1976 to June 2018 for Perpetual’s WealthFocus Investments Industrial Share Fund, using the first audited figures available. Total returns have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation (except in the case of superannuation funds). Past performance is not indicative of future performance. The current benchmark for the Perpetual Industrial Share Fund is the S&P/ASX 300 Industrials Accumulation Index. As the Industrials Index series is not available prior to 1979, the S&P/ASX All Ordinaries Accumulation Index has been used for reference purposes.

The Case for Industrial Shares

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Source: Perpetual. Return has been calculated from December 1976 to 31 March 20167 for Perpetual’s WealthFocus Investments Industrial Share Fund, using the first audited figures available. Total returns have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for taxation. The current benchmark for the Perpetual Industrial Share Fund is the S&P/ASX 300 Industrials Accumulation Index. As the Industrials Index series is not available prior to 1979, the S&P/ASX All Ordinaries Accumulation Index has been used for reference purposes. Past performance is not indicative of future performance.

^Total returns shown for the fund(s) have been calculated using exit prices after taking into account all of Perpetual’s ongoing fees and assuming reinvestment of distributions. No allowance has been made for contribution or withdrawal fees or taxation (except in the case of superannuation funds). Past performance is not indicative of future performance.