What can we help you find?
Wealth management
Asset Management
Corporate Trust
Resources
Search by Topic

Your search had no results

Please try the following to find what you’re looking for:

  • Check your spelling
  • Try different words or word combinations (E.g. "fund form")
Other Popular Searches Login to Your Online Account Forms, PDS & Other Documents Pricing & Performance Portfolio Holding Disclosure

Pricing and Performance

Asset Class
Choose class
Choose a class
  • 2
  • 2
  • 65
  • 42
  • 40
  • 3
  • 43
  • 9
  • 9
Investment Product
1 products selected
Choose a product
  • 1
  • 50
  • 5
  • 13
  • 8
  • 43
  • 43
  • 3
  • 43
  • 1
  • 5
Investment Type
Choose type
Choose a type
  • 115
  • 48
  • 52
Fund Manager
1 managers selected
Choose a manager
  • 6
  • 11
  • 3
  • 9
  • 3
  • 3
  • 3
  • 3
  • 3
  • 3
  • 3
  • 6
  • 124
  • 6
  • 9
  • 3
  • 2
  • 15
Fund Search
5615FFFE-E662-49F6-8E8C-E3D01C8D1642
Filter by
Class Product Type Manager
Showing 8 results for
Perpetual Select Super Plan Perpetual Investment Management Limited Clear all
Filter by
Unit pricing: The price at which units are issued is calculated by reference to Unit Pricing policy .
Access data: Download All

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.

Australian Shares

Returns (% P.A.)
Current Unit Price
Australian Equities
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
14.98
9.28
8.06
6.63
31/03/24
95.922
95.673
01/05/24
Australian Equities
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
14.98
9.28
8.06
6.63
31/03/24
95.922
95.673
01/05/24

Investment Objective

Aims 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 page

Documents & Resources

View Unit Price History Download Fund Profile

Diversified

Returns (% P.A.)
Current Unit Price
Balanced
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
11.84
6.36
6.08
5.73
31/03/24
75.842
75.691
01/05/24
Balanced
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
11.84
6.36
6.08
5.73
31/03/24
75.842
75.691
01/05/24

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 2.25% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark.

View fund page

Documents & Resources

View Unit Price History Download Fund Profile
Conservative
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
7.48
3.68
3.75
3.68
31/03/24
42.059
41.983
01/05/24
Conservative
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
7.48
3.68
3.75
3.68
31/03/24
42.059
41.983
01/05/24

Investment Objective

Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash investment - outperform the CPI by 0.75% (before fees and after tax) over rolling 3-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations

View fund page

Documents & Resources

View Unit Price History Download Fund Profile
Diversified
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
9.52
5.07
4.81
4.40
31/03/24
1.863
1.859
01/05/24
Diversified
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
9.52
5.07
4.81
4.40
31/03/24
1.863
1.859
01/05/24

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 1.5% (before fees and after tax) over rolling 5-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds target allocations at any time to the various asset types.

View fund page

Documents & Resources

View Unit Price History Download Fund Profile
Growth
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
13.62
7.53
7.12
6.65
31/03/24
66.567
66.435
01/05/24
Growth
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
13.62
7.53
7.12
6.65
31/03/24
66.567
66.435
01/05/24

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations.

View fund page

Documents & Resources

View Unit Price History Download Fund Profile
High Growth
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
15.43
8.62
8.00
7.32
31/03/24
65.892
65.761
01/05/24
High Growth
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
15.43
8.62
8.00
7.32
31/03/24
65.892
65.761
01/05/24

Investment Objective

Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 3.25% (before fees and after tax) over rolling ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark.

View fund page

Documents & Resources

View Unit Price History Download Fund Profile

Fixed Income and Credit

Returns (% P.A.)
Current Unit Price
Cash
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
3.56
1.69
1.04
0.64
31/03/24
20.411
20.411
01/05/24
Cash
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
3.56
1.69
1.04
0.64
31/03/24
20.411
20.411
01/05/24

Investment Objective

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 page

Documents & Resources

View Unit Price History Download Fund Profile

International shares

Returns (% P.A.)
Current Unit Price
International Equities
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
18.99
8.05
10.20
10.06
31/03/24
48.178
48.072
01/05/24
International Equities
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
18.99
8.05
10.20
10.06
31/03/24
48.178
48.072
01/05/24

Investment Objective

Aims 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 page

Documents & Resources

View Unit Price History Download Fund Profile
Choose your region
Choose your location
Australia and New Zealand

The 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.

Proceed
Americas

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.

Proceed
Singapore

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.

Proceed
United Kingdom

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.

Proceed
Europe

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.

Proceed