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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.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
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.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
To achieve returns (before fees and taxes) in excess of the benchmark (S&P/ASX 300 Accumulation Index) over the medium to long term with moderate tax-effective income. There is no guarantee that this objective will be achieved. The fund predominately invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index.
View fund pageTo achieve returns (before fees and taxes) in excess of the benchmark (S&P/ASX 300 Accumulation Index) over the medium to long term with moderate tax-effective income. There is no guarantee that this objective will be achieved. The fund predominately invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index.
View fund pageTo achieve returns (before fees and taxes) in excess of the benchmark (S&P/ASX 300 Accumulation Index) over the medium to long term with moderate tax-effective income. There is no guarantee that this objective will be achieved. The fund predominately invests in a portfolio of listed large cap Australian equities which are primarily chosen from the S&P/ASX 300 Index.
View fund pageAims to outperform per annum over rolling three-year periods a composite benchmark comprising the S&P/ASX Midcap 50 accumulation Index (70%) and S&P/ASX Small Ordinaries Accumulation Index (30%). The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally excludes securities from the S&P/ASX 50 Leaders Index.
View fund pageAims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian Shares.
View fund pageAims to achieve returns in excess of the S&P/ASX 200 Accumulation Index over the medium to long term.
View fund pageAims to achieve returns in excess of the S&P/ASX 200 Accumulation Index over the medium to long term.
View fund pageAims to achieve returns in excess of the S&P/ASX 200 Accumulation Index over the medium to long term.
View fund pageAims to: - provide investors with long-term capital growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and tax) over rolling three-year periods.
View fund pageAims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index on a rolling four-year basis.
View fund pageAims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index on a rolling four-year basis.
View fund pageAims to provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the benchmark S&P/ASX300 Accumulation Index on a rolling four-year basis.
View fund pageAims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over the medium-to-long term. There is a high risk of losing money in any year. The fund is likely to produce higher returns over the long term.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual's ESG and values-based criteria. Aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares.
View fund pageTo provide investors with exposure to a diversified portfolio of tax-effective, high income yielding Australian securities that are also expected to produce some long-term capital growth. To provide above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.
View fund pageAims to provide investors with long-term capital growth and regular income through investment predominantly in quality Australian industrial shares.
View fund pageAims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares.
View fund pageAims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation or free float of less than $300m on acquisition.
View fund pageAims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
View fund pageAims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
View fund pageTo provide investors with long-term capital growth through investment in a concentrated portfolio of quality shares and outperform the stated benchmark (before fees and taxes) over rolling 3-year periods.
View fund pageTo provide investors with long-term capital growth through investment in a concentrated portfolio of quality shares and outperform the stated benchmark (before fees and taxes) over rolling 3-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to outperform the S&P/ASX 200 Accumulation Index over rolling three-to-five-year periods by investing in a broad range of companies from Australia and New Zealand.
View fund pageSeeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
View fund pageSeeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
View fund pageSeeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
View fund pageAims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian and industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian and industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund page