BlackRock Tactical Growth
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
BlackRock Tactical Growth
Pricing & Performance
Performance as at 29/02/2020
Returns as at 29/02/2020
| Growth % | Distribution % | Total % | |
|---|---|---|---|
| 1 month | -4.65 | -- | -4.65 |
| 3 month | -2.35 | 0.41 | -1.94 |
| 6 month | 0.98 | 0.43 | 1.40 |
| 1 year | -0.47 | 9.94 | 9.47 |
| 3 year | -3.07 | 10.59 | 7.52 |
| 5 year | -3.44 | 8.82 | 5.38 |
| 10 year | -0.16 | 7.30 | 7.14 |
Distributions
| Frequency | Half Yearly |
| Cents per Unit | 0.460 |
| Reinvestment Price | 1.091 |
Fund Commencement Date
| November 2008 |
Details & Fees
About this fund
-
Fund Manager
Blackrock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: * a broad diversified exposure to Australian and international assets * active asset allocation, security selection and risk management * flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk The fund aims to outperform its benchmark indices over a five-year rolling period before fees.
Investment Approach
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock Group has globally within the context of Australian based 'growth' investment portfolio.
Investment Details
| Minimum Initial Investment | $2,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,000 |
| Monthly Minimum | Nil |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 1.82% |
| Buy / Sell Spread | 0.35% / Nil |
Investment Guidelines
| Australian fixed interest | 14% |
| Australian shares | 30% |
| Cash | 5% |
| Foreign currency | 30% |
| International fixed interest | 9% |
| International shares | 27% |
| Global Listed Infrastructure | 5% |
| Emerging market equities | 5% |
| Global real estate (REITs) | 5% |
Distribution
| Half Yearly |
| June 30, December 31 |
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Investment Advantage
Review the Product Disclosure Statement (PDS) for WealthFocus Investment Advantage and related documents to ensure you understand how the Fund works and the risks involved.
Send the completed application & documents to the address below.
-
New and existing investors - Invest using Perpetual’s online application form
-
Make an additional investment to WealthFocus Investment Advantage
- Review the current PDS and related documents. They may have changed since you first invested.
- Download and complete an Additional Investments form. Send the form to the address below.
- If you have online account access, you can complete the additional investment form online.
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads
Pricing & Performance
Performance as at 29/02/2020
Returns as at 29/02/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | -4.66 | -4.66 |
| 3 month | -1.90 | -1.90 |
| 6 month | 1.43 | 1.43 |
| 1 year | 9.98 | 9.98 |
| 3 year | 7.95 | 7.95 |
| 5 year | 5.76 | 5.76 |
| 10 year | 7.54 | 7.54 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
Blackrock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: * a broad diversified exposure to Australian and international assets * active asset allocation, security selection and risk management * flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk The fund aims to outperform its benchmark indices over a five-year rolling period before fees.
Investment Approach
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock Group has globally within the context of Australian based 'growth' investment portfolio.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.55% |
| Buy / Sell Spread | 0.35% / Nil |
Investment Guidelines
| Australian fixed interest | 14% |
| Australian shares | 30% |
| Cash | 5% |
| Foreign currency | 30% |
| International fixed interest | 9% |
| International shares | 27% |
| Global Listed Infrastructure | 5% |
| Emerging market equities | 5% |
| Global real estate (REITs) | 5% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in the Perpetual WealthFocus Account Based Pension Plan
Review the Product Disclosure Statement (PDS) for Perpetual WealthFocus Account Based Pension Plan (which includes the Account Based Pension Plan) and other offer documents and consider your investment option carefully.
It is likely that the WealthFocus Wholesale Pension Plan will be most suitable for new investors.
-
If you are an existing investor in WealthFocus Account Based Pension Plan
All forms, offer documents and PDS’s can be found in Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and Application Details
Send your completed application & identification documents to:
Reply Paid 4171
Perpetual WealthFocus Wholesale Pension Plan
GPO Box 4171, Sydney NSW 2001
Pricing & Performance
Performance as at 29/02/2020
Returns as at 29/02/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | -4.31 | -4.31 |
| 3 month | -1.79 | -1.79 |
| 6 month | 1.19 | 1.19 |
| 1 year | 8.63 | 8.63 |
| 3 year | 6.98 | 6.98 |
| 5 year | 5.13 | 5.13 |
| 10 year | 6.72 | 6.72 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
Blackrock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: * a broad diversified exposure to Australian and international assets * active asset allocation, security selection and risk management * flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk The fund aims to outperform its benchmark indices over a five-year rolling period before fees.
Investment Approach
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock Group has globally within the context of Australian based 'growth' investment portfolio.
Investment Details
| Minimum Initial Investment | $3,000 |
| With Savings Plan | |
| Minimum Initial Investment | $1,500 |
| Monthly Minimum | $100 |
| Minimum Additional Investment | $1,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.55% |
| Buy / Sell Spread | 0.35% / Nil |
Investment Guidelines
| Australian fixed interest | 14% |
| Australian shares | 30% |
| Cash | 5% |
| Foreign currency | 30% |
| International fixed interest | 9% |
| International shares | 27% |
| Global Listed Infrastructure | 5% |
| Emerging market equities | 5% |
| Global real estate (REITs) | 5% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
If you are interested in making an investment in Perpetual WealthFocus Super Plan
Review the Product Disclosure Statement (PDS) for WealthFocus Wholesale Super Plan and other offer documents and consider your investment option carefully.
Send the completed application & documents to the address below.
-
New and existing investors - Invest using Perpetual’s online application form
-
If you are an existing investor in WealthFocus Super Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
Downloads
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Super Plan
GPO Box 4171
Sydney NSW 2001
Pricing & Performance
Performance as at 29/02/2020
Returns as at 29/02/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | -4.66 | -4.66 |
| 3 month | -1.90 | -1.90 |
| 6 month | 1.43 | 1.43 |
| 1 year | 9.98 | 9.98 |
| 3 year | 7.95 | 7.95 |
| 5 year | 5.76 | 5.76 |
| 10 year | 7.54 | 7.54 |
Fund Commencement Date
| October 2003 |
Details & Fees
About this fund
-
Fund Manager
Blackrock Investment Management (Australia) Limited
-
Asset Class
Diversified
-
Suggested Length
5 years or longer
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: * a broad diversified exposure to Australian and international assets * active asset allocation, security selection and risk management * flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk The fund aims to outperform its benchmark indices over a five-year rolling period before fees.
Investment Approach
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock Group has globally within the context of Australian based 'growth' investment portfolio.
Investment Details
| Minimum Initial Investment | $20,000 |
Fees
| Entry | up to 4.0% |
| Exit | Nil |
| Management Cost (p.a.) | 2.55% |
| Buy / Sell Spread | 0.35% / Nil |
Investment Guidelines
| Australian fixed interest | 14% |
| Australian shares | 30% |
| Cash | 5% |
| Foreign currency | 30% |
| International fixed interest | 9% |
| International shares | 27% |
| Global Listed Infrastructure | 5% |
| Emerging market equities | 5% |
| Global real estate (REITs) | 5% |
Distribution
| N/A |
Product Disclosure Statement
Continuous Disclosure
How to Invest
-
The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors
-
If you are an existing investor in WealthFocus Term Allocated Pension Plan
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
-
Mailing and application details
Send the completed application & documents to:
Reply Paid 4171
Perpetual WealthFocus Pension Plan
GPO Box 4171
Sydney NSW 2001
Awards and recognition
