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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 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 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 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 long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (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 pageTo provide investors with long-term capital growth through investment in quality global shares using an integrated ESG approach. To outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
View fund pageTo provide investors with long-term capital growth through investment in global companies driving the transition to a more sustainable economy. To outperform the MSCI World Net Total Return Index ($A) (before fees and taxes) over rolling 3 year periods.
View fund pageThe fund aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform a composite benchmark (before fees and taxes) reflecting its allocation to various asset types over rolling three-year periods.
View fund pageThe fund aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.
View fund pageAims to provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageThe information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.