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Resources for Perpetual Private clients

Resources for Perpetual Private clients

Product Disclosure Statements

Insurance Products

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

Provider
AIA Priority Protection
Asteron Life
BT Protection Plan
Clearview ClearChoice
CommInsure
MLC Life
NEOS Life
OnePath
PPS Mutual
TAL
Zurich Wealth Protection
Zurich Active
Zurich Sumo
Managed Funds - Perpetual WealthFocus Super

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

 

Fund Name
Constituents
APIR

Perpetual WealthFocus Super Plan Features Book

Perpetual Cash PER0027AU
Perpetual WealthFocus Super Plan Investment Book Schroder Fixed Income PER0381AU
  Macquarie Income Opportunities PER0231AU
  Perpetual Diversified Income PER0286AU
  Vanguard Australian Property Securities Index PER0235AU
  CFS Equity Income PER0540AU
  Fidelity Australian Equities PER0423AU
  Perpetual Australian Share PER0022AU
  Perpetual Industrial Share PER0023AU
  Schroder Australian Equities PER0226AU
  Vanguard Australian Shares Index PER0537AU
  Perpetual Smaller Companies PER0025AU
  Aberdeen Actively Hedged International Equities PER0209AU
  Magellan Global PER0197AU
  MFS Global Equity PER0534AU
  Vanguard International Share Index (Hedged) PER0537AU
  Walter Scott Global Equity (Hedged) PER0538AU
  Zurich Investments Global Thematic Share Fund PER0539AU
  BlackRock Global Small Cap PER0219AU
  BlackRock Scientific Diversified Stable PER0205AU
  Perpetual Conservative Growth Fund PER0016AU
  Perpetual Diversified Growth Fund PER0123AU
  Perpetual Balanced Growth Fund PER0017AU
  BlackRock Scientific Diversified Growth PER0204AU

 

Managed Funds - Perpetual WealthFocus Pension
Fund Name
Constituents
APIR

Perpetual Wealthfocus Pension Plan - Features Book

Perpetual Cash PER0005AU
Perpetual WealthFocus Pension Plan - Investment Book Schroder Fixed Income PER0369AU
  Macquarie Income Opportunities PER0155AU
  Perpetual Diversified Income PER0285AU
  Vanguard Australian Property Securities Index PER0159AU
  CFS Equity Income PER0531AU
  Fidelity Australian Equities PER0416AU
  Perpetual Australian Share PER0014AU
  Perpetual Industrial Share PER0010AU
  Schroder Australian Equities PER0150AU
  Vanguard Australian Shares Index PER0159AU
  Perpetual Smaller Companies PER0531AU
  Aberdeen Actively Hedged International Equities PER0091AU
  Magellan Global PER0079AU
  MFS Global Equity PER0525AU
  Vanguard International Share Index (Hedged) PER0528AU
  Walter Scott Global Equity (Hedged) PER0529AU
  Zurich Investments Global Thematic Share Fund PER0530AU
  BlackRock Global Small Cap PER0133AU
  BlackRock Scientific Diversified Stable PER0087AU
  Perpetual Conservative Growth Fund PER0016AU
  Perpetual Diversified Growth Fund PER0129AU
  Perpetual Balanced Growth Fund PER0015AU
  BlackRock Scientific Diversified Growth PER0086AU

 

Managed Funds - Perpetual Select Investment

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.



Fund Name
Constituents
APIR

Select Investment Funds PDS

 Perpetual Select Fixed Income Fund

 PER0252AU

 

 Perpetual Select Real Estate Fund

 PER0254AU

 

 Perpetual Select Australian Share Fund

 PER0255AU

 

 Perpetual Select Australian Share Fund

 PER0397AU

 

 Perpetual Select Intl Shares Fund

 PER0256AU

 

 Perpetual Select Conservative Fund

 PER0247AU

 

 Perpetual Select Diversified Fund

 PER0248AU

 

 Perpetual Select Balanced Fund

 PER0249AU

 

 Perpetual Select Growth Fund

 PER0251AU

 

 Perpetual Select High Growth Fund

 PER0398AU

 

 Perpetual Wholesale Ethical SRI

 PER0683AU

 

 PSIF - Australian Share Fund  - PPSW

 PER0684AU

 

 PSIF - Australian Share Fund  - PPSW

 PER0685AU

 

 PSIF - International Share Fund - PPSW

 PER0686AU

 

 PSIF - Conservative Fund - PPSW

 PER0677AU

 

 PSIF - Balanced Fund - PPSW

 PER0679AU

 

 PSIF - Diversified Fund - PPSW

 PER0678AU

 

 PSIF - Growth Fund – PPSW

 PER0680AU

 

 PSIF - High Growth Fund – PPSW

 PER0681AU

 

 PSIF - Fixed Income Fund – PPSW

 PER0682AU

 

 
 
 

 

 

Managed Funds - Perpetual Select Super and Pension

Fund Name
Constituents
APIR

Select Super & Pension

 Select Cash

 WDL0004AU

 

 Select Fixed Income Fund

 WDL0007AU

 

 Select Real Estate Fund

 WDL0010AU

 

 Select Australian Share Fund

 WDL0001AU

 

 Select Limited Share Fund

 PER0399AU

 

 Select International Share Fund

 WDL0009AU

 

 Select Diversified Fund

 PER0636AU

 

 Select Real Estate Fund

 WDL0010AU

 

 Select Australian Share Fund

 WDL0001AU

 

 Select Limited Share Fund

 WDL0051AU

 

 Select International Share Fund

 WDL0009AU

 

 Select Conservative Fund

 WDL0005AU

 

 Select Diversified Fund

 PER0636AU

 

 Select Balanced Fund

 WDL0008AU

 

 Select Growth Fund

 WDL0008AU

 

 Select High Growth Fund

 WDL0006AU

 

 Select High Growth Fund

 PER0400AU

 

 Select Cash

 WDL0014AU

 

 Select Fixed Income Fund

 WDL0017AU

 

 Select Real Estate Fund

 WDL0020AU

 

 Select Australian Share Fund

 WDL0011AU

 

 Select Limited Share Fund

 WDL0052AU

 

 Select International Share Fund

 WDL0019AU

 

 Select Conservative Fund

 WDL0015AU

 

 Select Diversified Fund

 PER0635AU

 

 Select Balanced Fund

 WDL0012AU

 

 Select Growth Fund

 WDL0018AU

 

 Select High Growth Fund

 WDL0016AU

 

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

Fund Name
Constituents
APIR

Generation Life Investment Bonds

 Macquarie Treasury Fund     

 ALL0004AU

 

 Tax Paid Term Deposits Portfolio  

 ALL0028AU

 

 PIMCO EQT Wholesale Australian Bond Fund 

 ALL0016AU

 

 PIMCO EQT Wholesale Global Bond Fund 

 ALL0008AU

 

 Schroder Credit Securities Fund 

 ALL0007AU

 

 Vanguard Australian Fixed Interest Index Fund 

 ALL0025AU

 

 Vanguard Australian Property Securities Index

 ALL0026AU

 

 Perpetual Industrial Fund

 ALL0026AU

 

 Perpetual Australian Share Fund

 ALL0009AU

 

 Perpetual Geared Australian Share 

 ALL0009AU

 

 Vanguard Australian Share Index  

 ALL0019AU

 

 Perpetual ESG Australian Share Fund (ASX:GIVE)

 ALL0023AU

 

 Magellan Global Fund   

 ALL0005AU

 

 Perpetual International Share Fund

 ALL0012AU

 

 Vanguard International Shares Index  

 ALL0020AU

 

 Perpetual Balanced Growth

 ALL0010AU

 

Fund Name
Constituents
APIR

Perpetual Charitable and Community Investor Fund

 

 PER0392AU

Perpetual Charitable Endowment Fund

 

 PER0558AU

CFS Wholesale Equity Investment Solutions

   
 

 CFS Wholesale Australian Bond Fund

 FSF0027AU

 

 CFS Wholesale Equity Income Fund

 FSF0961AU

 

 CFS Wholesale Geared Share Fund

 FSF0043AU

Implemented Portfolios

   
 

 Implemented Australian Share Portfolio

 PER0708AU

 

 Implemented Fixed Income Portfolio

 PER0710AU

 

 Implemented Inter Share Portfolio

 PER0711AU

 

 Implemented Real Estate Portfolio

 PER0712AU

Perpetual Opportunities Funds

   
 

 Perpetual Growth Opportunities Fund

 PER0437AU

 

 Perpetual Income Opportunities Fund

 PER0436AU

Perpetual Private Income Funds

   

  

 Perpetual Credit Income Fund

 PER0263AU

 

 Perpetual Exact Market Cash Fund

 PER0258AU

Perpetual Pure Series Funds

   
 

 Perpetual Pure Microcap Fund

 PER0704AU

 

 Perpetual Pure Value Share Fund

 PER0439AU

Perpetual Investment Funds

   
 

 Perpetual ESG Australian Share Fund

 PER0049AU

 

 Perpetual ESG Credit Income Fund

 PER1744AU

 

 Perpetual Concentrated Equity Fund

 PER0102AU

 

 Perpetual Diversified Income Fund

 PER0260AU

 

Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE)

 PER0116AU

 

 Perpetual Geared Australian Share Fund

 PER0071AU

 

 Perpetual High Grade Floating Rate Fund Class R

 PER0562AU

 

 Perpetual Industrial Share Fund

 PER0046AU

 

 Perpetual SHARE-PLUS Long-Short Fund

 PER0072AU

 

 Perpetual Smaller Companies Fund

 PER0048AU

 

Perpetual High Grade Floating Rate Fund - Class R

 PER0562AU

 

Perpetual ESG Credit Income Fund

 PER1744AU

The Trust Company Investment Funds

   
 

 The Trust Company Australian Share Fund

 PTC0003AU

 

 The Trust Company Bond Fund

 PIM0101AU

 

 The Trust Company Diversified Prop Fund

 PIM0021AU

 

 The Trust Company Income Fund

 PTC0002AU

 

 The Trust Company Share Imputation Fund

 TCA0002AU

 

Fund Name
 
APIR

Vanguard Australian Property Securities Index Fund

 

 VAN0004AU 

Vanguard Australian Shares Index Fund

 

 VAN0002AU 

Vanguard International Shares Index Fund

 

 VAN0003AU 

Vanguard International Shares Index Fund (Hedged)

 

 VAN0105AU

AB Dynamic Global Fixed Income Fund

 

 ACM0001AU

Aberdeen Standard Int Equity Fund

 

 EQI0015AU

Alphinity Sustainable Share Fund

 

 HOW0121AU

Antares Prof Elite Opportunities

 

 PPL0115AU

Antipodes Global Fund - Long

 

 WHT0057AU

Ardea Real Outcome

 

 HOW0098AU

Arrowstreet Global Equity Fund

 

 MAQ0464AU

Artisan Global Discovery Fund

 

 OPS8304AU

Ausbil Aus Active Equity Fund

 

 AAP0103AU

Aviva Investors MS Target Return Fund

 

 PIM0026AU

Barrow Hanley Global Equity Trust

 

 ETL0434AU

Bennelong Concentrated Aust Equities

 

 BFL0002AU

Bennelong Australian Equities Fund

 

 BFL0001AU

Bentham Wholesale Syndicated Loan Fund

 

 CSA0046AU

BNP Paribas Green Bond Trust

 

 ETL0521AU

CC JCB Active Bond Fund

 

 CHN0005AU

C Worldwide Global Equity Trust

 

 ARO0006AU

Celeste Australian Small Companies Fund

 

 FAM0101AU

Colchester Global Government Bond Fund

 

 ETL5525AU

Cromwell Direct Property Fund

 

 CRM0018AU

DNR Capital Australian Emerging Companies Fund

 

 PIM4357AU

Charter Hall Direct Office Fund

 

 MAQ0842AU

Eley Griffiths Group Small Companies Fund

 

 EGG0001AU

Fidelity Australian Equities Fund

 

 FID0008AU

GMO Climate Change Fund

 

GMO1979AU

Greencape Wholesale Broadcap Fund

 

 HOW0034AU

Greencape Wholesale High Conviction Fund

 

 HOW0035AU

Henderson Australian Fixed Interest Fund

 

 IOF0046AU

IML Concentrated Australian Share Fund

 

 IML0010AU

IML WS Australian Shares

 

 IML0002AU

Investors Mutual Industrial Share Fund

 

 IML0004AU

Ironbark Renaissance Australian Small Companies Fund

 

 PAT0002AU

iShares Australian Listed Property Index Fund

 

 BLK4709AU

iShares Australian Bond Index Fund

 

 BLK1402AU

iShares Global Bond Index Fund

 

 BLK4812AU

iShares Global Listed Property Index Fund

 

BLK9419AU

Janus Henderson Australian Fixed Interest Fund

 

 IOF0113AU

Janus Henderson Global Natural Resources

 

 ETL0331AU

Kapstream Absolute Return Income Fund

 

 HOW0052AU

Lazard Global Listed Infrastructure Fund

 

 LAZ0014AU

Legg Mason Brandywine Gbl Opp FI Cl A

 

 SSB0014AU

Legg Mason Western Asset Global Bond Fund

 

 SSB8320AU

Lennox Australian Small Companies Fund

 

 HOW3590AU

Macquarie Income Opportunities Fund

 

 MAQ0277AU

Macquarie Int'l Infrastructure Securities

 

 MAQ0432AU

Macquarie True Index Australian Fixed Interest Fund

 

 MAQ0211AU

Magellan Global Fund (Hedged)

 

 MGE0007AU

Magellan Global Fund

 

 MGE0001AU

Magellan Infrastructure Fund

 

 MGE0002AU

MFS Concentrated Global Equity Trust

 

 ETL0172AU

MFS Fully Hedged Global Equity Trust

 

 ETL0041AU

MFS Global Equity Trust

 

 MIA0001AU

Tyndall Australian Share Wholesale Fund

 

 TYN0028AU

OC Premium Small Companies

 

 OPS0002AU

Orbis Global Equity Fund

 

 ETL0463AU

Partners Group Global Value

 

 ETL0276AU

Pendal Fixed Interest

 

 RFA0813AU

Pendal Sustainable Australian Share Fund

 

 WFS0285AU

Perpetual Wealthfocus Investment - Industrial Share Fund

 

 PER0011AU

Perpetual WealthFocus Investment Advantage - Smaller Companies Fund

 

 PER0113AU

PIMCO ESG Global Bond Fund

 

 PIC6396AU

PIMCO Dynamic Bond Fund (Wholesale)

 

 ETL0404AU

PIMCO Diversified Fixed Interest Fund

 

 ETL0116AU

PIMCO Global Bond Fund - Class A

 

 ETL0112AU

PIMCO Global Bond Fund - Wholesale Class

 

 ETL0018AU

PIMCO Global Credit Fund (Wholesale)

 

 ETL0019AU

PineBridge Global Dynamic Asset Allocation Fund

 

 PER0731AU

Platinum Asia

 

 PLA0004AU

Platinum International Brands

 

 PLA0004AU

Platinum Intl Fund

 

 PLA0002AU

Plato Australian Shares Income Fund

 

 WHT0039AU

Polaris Global Equity Fund

 

 MAQ0838AU

RARE Infrastructure Value Fund

 

 TGP0008AU

RARE Infrastructure Value Fund (Unhedged)

 

 TGP0034AU

Resolution Capital Glb Prop Secs Hdgd-II

 

 IOF0081AU

Resolution Capital Global Property Securities Fund

 

 WHT0015AU

Resolution Capital Global Property Securities Fund (Unhedged) - Series II

 

 IOF0184AU

Ruffer Total Return International - Australia Fund

 

PIM1038AU

Schroder Fixed Income Fund - Wholesale class

 

 SCH0028AU

Schroder Wholesale Australian Equity Fund

 

 SCH0101AU

Selector Australian Equities Fund

 

 DDH0002AU

SGH Australian Small Companies Fund

 

 CSA0131AU

SGH ICE

 

 ETL0062AU

Tribeca Australian Smaller Companies Fund Class A

 

 ETL0052AU

Trillium Global Sustainable Opportunities Fund

 

 PER4964AU

T. Rowe Price Dynamic Global Bond Fund

 

 ETL0398AU

T. Rowe Price Global Equity Hedged

 

 ETL0312AU

T.Rowe Price Global Equity Fund

 

 ETL0071AU

UBS Clarion Global Property Securities Fund

 

 HML0016AU

Vanguard Balanced Index Fund

 

 VAN0108AU

Vanguard Conservative Index Fund

 

 VAN0109AU

Vanguard Growth Index Fund

 

 VAN0110AU

Vanguard High Growth Index Fund

 

 VAN0111AU

Vanguard Int Property Securities Index Unhedged

 

 VAN0018AU

Vanguard Int Property Securities Index Hedged Fund

 

 VAN0019AU

Walter Scott Global Equity Fund

 

 MAQ0410AU

Wavestone WS Australian Share Fund

 

 HOW0020AU

Winton Global Alpha

 

 MAQ0482AU

Zurich Investments Australian Properties Securities Fund

 

 ZUR0064AU

Zurich Investments Managed Growth Fund

 

 ZUR0059AU

Pengana Australian Equities Fund

 

 PCL0005AU

Pengana Emerging Companies Fund

 

 PER0270AU

Ruffer Total Return International - Australia Fund

 

 PIM1038AU

Russell Australian Opportunities Fund

 

 RIM0029AU

Russell Australian Shares Fund - Class A

 

 RIM0006AU

Russell Balanced Fund - Class A

 

 RIM0001AU

Russell Conservative Fund - Class A

 

 RIM0002AU

Russell Diversified 50 Fund - Class A

 

 RIM0003AU

Russell Global Opportunities Fund

 

 RIM0032AU

Russell Growth Fund - Class A

 

 RIM0004AU

Russell International Shares $A Hedged - Class A

 

 RIM0009AU

Russell International Shares Fund - Class A

 

 RIM0008AU

Stewart Investors Worldwide Sustainability Fund – Class A

 

 FSF1675AU 

Sustainable Growth Advisors Growth Fund

 

 PIM3026AU

 

Term Deposits
Term Deposits
Provider
 

 ANZ Banking Group

 

 Macquarie Bank

 

 National Australia Bank