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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.

 
Insurance Products Provider APIR
  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 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)  PER0234AU
   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    PER0528AU
   Perpetual Smaller Companies    PER0008AU
   Aberdeen Actively Hedged International Equities    PER0091AU
   Magellan Global    PER0079AU
   MFS Global Equity    PER0525AU
   Vanguard International Share Index (Hedged)    PER0158AU
   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

Funds 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
Charitable & Community Investor Fund

 

 PER0392AU
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 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 Industrial Share Fund  PER0046AU
   Perpetual SHARE-PLUS Long-Short Fund  PER0072AU
   Perpetual Smaller Companies Fund  PER0048AU
     
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 Constituents APIR
Vanguard Australian Prop Security Index Fund

 

 VAN0004AU 
Vanguard Australian Share Index Fund

 

 VAN0002AU 
Vanguard International Share Index Fund

 

 VAN0003AU 
Vanguard International Share Index Fund (Hedged)

 

 VAN0105AU
AB Dynamic Global Fixed Income Fund

 

 ACM0001AU
Aberdeen Standard Int Equity Fund

 

 EQI0015AU
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
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
Janus Henderson Global Natural Resources    ETL0331AU
Kapstream Absolute Return Income Fund    HOW0052AU
KFM Income Fund    VEN0007AU
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
Nikko AM-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 ESG Australian Share Fund (Managed Fund) ASX:GIVE    PER1744AU
Perpetual High Grade Treasury - Class R   PER0562AU
Perpetual Wealthfocus Investment - Industrial Share Fund    PER0562AU
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
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
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
T. Rowe Price Dynamic Global Bond Fund    ETL0398AU
T. Rowe Price Global Equity Hedged    ETL0312AU
T.Rowe Price Global Equity Fund    ETL0071AU
UBS Cash-Plus Fund    SBC0812AU
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
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   APIR
   ANZ Banking Group    
   Macquarie Bank    
   National Australia Bank