Global Share Investment Option
Ways to Invest
So that we can provide you the most relevant information, please begin by selecting your investment type from the options below:
Global Share Investment Option
Pricing & Performance
Performance as at 31/03/2020
Returns as at 31/03/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | -10.03 | -10.03 |
| 3 month | -10.59 | -10.59 |
| 6 month | -7.19 | -7.19 |
| 1 year | -1.44 | -1.44 |
| 3 year | 7.28 | 7.28 |
| 5 year | 6.32 | 6.32 |
| 10 year | 8.59 | 8.59 |
Fund Commencement Date
| December 1996 |
Fund Profile
Details & Fees
About this fund
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Fund Manager
Perpetual Investment Management Limited
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Asset Class
International shares
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Suggested Length
7 years or longer
Investment Objective
Aims to: *provide long-term capital growth through investment in quality global shares * outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods
Investment Approach
PIML aims to achieve the investment objectives by:
- adopting a bottom-up' stock selection approach to investing, where the decision to buy or sell is based on fundamental quality and valuation
- constructing a portfolio that is benchmark independent in terms of stock and sector weights, although the fund's performance is measured against the MSCI World Net Total Return Index (AUD) for the purpose of reporting and determining whether performance fees are payable in the underlying fund
- adding value from the portfolio manager's high conviction approach to stock selection.
Currency hedging can be used with the aim of protecting the value of the underlying fund's assets.
Derivatives may be used in managing the underlying fund.
Investment Details
| Minimum Initial Investment | $50,000 |
| Minimum Additional Investment | $10,000 |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.71% |
| Buy / Sell Spread | 0.54% / Nil |
| Performance fees may apply. | |
Investment Guidelines
| Cash | 0 - 25% |
| International shares | 75 - 100% |
Distribution
| N/A |
How to Invest
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If you are interested in making an investment in Perpetual’s Pooled Super Trust
Review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.
Send the completed application & documents to the address below.
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If you are an existing investor in Perpetual’s Pooled Super Trust
All forms, offer documents and PDS’s can be found on Forms, PDS's and Offer Documents page in our Resources section.
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Mailing and application details
Send your completed application & identification documents to:
Reply Paid 4171
Perpetual's Pooled Super Trust
GPO Box 4171, Sydney NSW 2001
Awards and recognition
