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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.
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
View fund pageAims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
View fund pageThe Fund aims to provide investors with income through investment in a diversified portfolio of fixed income. The Fund aims to outperform the Bloomberg Global Aggregate Bond Index (hedged in AUD) (before fees and tax) over rolling 3-year periods.
View fund pageAims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite 0+ Yr Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite 0+Yr Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with regular income by investing in a diversified range of income generating assets, and outperform the Bloomberg AusBond Bank Bill Index** over rolling three-year periods before fees and taxes.
View fund pageAims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageAims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageAims to provide investors with higher regular income and positive returns above the cash rate over rolling 3-year periods (before fees and taxes) by primarily investing in a diversified portfolio of private loans and securitised assets.
View fund pageAims to provide regular income by investing in a diversified range of income generating assets, and a positive return (before fees and taxes) over a rolling three-year period.
View fund pageAims to provide investors with regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets that meet Perpetual's ESG and values-based criteria.
View fund pageAims to provide investors with a return that matches the pre-tax benchmark performance of the Bloomberg Ausbond Bank Bill Index (referred to as Exact Benchmarking) on an ongoing basis.
View fund pageAims to provide investors with regular income by investing in deposits, money market and fixed income securities, and outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).
View fund pageAims to provide investors with regular income by investing in deposits, money market and fixed income securities, and outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).
View fund pageTo provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities. To outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.
View fund pageThe Fund aims to provide investors with a positive return above the cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
View fund pageThe Fund aims to provide investors with a positive return above the cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
View fund pageAims to provide investors with income through investment in a diversified portfolio of fixed income investments. The Fund aims to outperform the Bloomberg Global Aggregate Index (AUD Hedged) (before fees and tax) over rolling 3-year periods.
View fund pageAims to outperforming the Bloomberg AusBond Composite 0+ Yr Index after fees over the medium term.
View fund pageAims to outperforming the Bloomberg AusBond Composite 0+ Yr Index after fees over the medium term.
View fund pageAims to outperforming the Bloomberg AusBond Composite 0+ Yr Index after fees over the medium term.
View fund page• To provide investors with income and capital stability through investment in a diversified portfolio of fixed income and diversified credit investments; and • outperform the stated benchmark (before fees and taxes) over 3 year rolling periods.
View fund pageSeeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
View fund pageSeeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
View fund pageSeeks to track the return of the Bloomberg AusBond Composite 0+ Yr Index before taking into account fees, expenses and tax.
View fund pageAims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
View fund pageAims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
View fund pageAims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Billl Index (before fees and taxes) on an ongoing basis.
View fund pageInvestment objective: Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageAims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageAims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageInvestment objective: Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
View fund pageAims to provide long-term capital growth through investment in emerging market shares and to outperform the MSCI Emerging Markets Net Total Return Index (AUD) (before fees and taxes) over a full market cycle, typically five-years.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth through investment in a diversified portfolio of international shares. To outperform (before fees and tax) the stated benchmark over rolling three-year periods.
View fund pageAims to: - provide members with long-term growth through investment in a diversified portfolio of international shares - outperform the MSCI All Country World Index - Net Return (unhedged) in Australian dollars (before fees and after tax) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth through investment in a diversified portoflio of international shares.
View fund pageAims to achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss. A further aim is to deliver 9% p.a. net of fees over the economic cycle.
View fund pageAims to achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss. A further aim is to deliver 9% p.a. net of fees over the economic cycle.
View fund pageAims to achieve attractive risk-adjusted returns over the medium to long-term, while reducing the risk of permanent capital loss. A further aim is to deliver 9% p.a. net of fees over the economic cycle.
View fund pageAims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and to outperform its benchmark (the MSCI World Index with net dividends reinvested before fees) over a full market cycle, before taking into account fees, taxes and expenses.
View fund page