MFS Global Equity

Ways to Invest

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MFS Global Equity

Pricing & Performance

Performance as at 29/02/2020

Returns as at 29/02/2020

  Growth % Total %
1 month -5.54 -5.54
3 month -3.80 -3.80
6 month 0.15 0.15
1 year 11.72 11.72
3 year 11.30 11.30
5 year 8.06 8.06
10 year 11.14 11.14

Unit Prices as at 07/04/2020

Entry
2.817
Exit
2.803
View price history

Fund Commencement Date

October 2009

Details & Fees

About this fund

  • Fund Manager

    MFS Institutional Advisors, Inc

  • Asset Class

    International shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.

Investment Approach

Companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. MFS considers whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk.

Investment Details

Minimum Initial Investment $3,000
With Savings Plan  
Minimum Initial Investment $1,500
Monthly Minimum $100

Fees

Entry Up to 4.00%
Exit nil
Management Cost (p.a.) 1.98%
Buy / Sell Spread 0.5% / Nil

Investment Guidelines

International shares 90 - 100%
Cash and cash equivalent investments 0 - 10%

Distribution

N/A

Product Disclosure Statement

Continuous Disclosure

View Continuous Disclosure Information

How to Invest

  1. 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.


    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

    Downloads

  2. New and existing investors - Invest using Perpetual’s online application form

    Individual Investors
    Financial Advisers

  3. 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

  4. Mailing and application details


    Send the completed application & documents to:

    Reply Paid 4171
    Perpetual WealthFocus Super Plan
    GPO Box 4171
    Sydney NSW 2001


    > Customer Identification Requirements

Pricing & Performance

Performance as at 29/02/2020

Returns as at 29/02/2020

  Growth % Total %
1 month -5.83 -5.83
3 month -3.90 -3.90
6 month 0.43 0.43
1 year 13.05 13.05
3 year 12.36 12.36
5 year 8.64 8.64
10 year 11.93 11.93

Unit Prices as at 07/04/2020

Entry
2.866
Exit
2.851
View price history

Fund Commencement Date

October 2009

Details & Fees

About this fund

  • Fund Manager

    MFS Institutional Advisors, Inc

  • Asset Class

    International shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.

Investment Approach

Companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. MFS considers whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk.

Investment Details

Minimum Initial Investment $20,000

Fees

Entry Up to 4.00%
Exit nil
Management Cost (p.a.) 1.98%
Buy / Sell Spread 0.5% / Nil

Investment Guidelines

International shares 90 - 100%
Cash and cash equivalent investments 0 - 10%

Distribution

N/A

Product Disclosure Statement

Continuous Disclosure

View Continuous Disclosure Information

How to Invest

  1. 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. 

    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

    Downloads

  2. 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.

  3. 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


    > Customer Identification Requirements

Pricing & Performance

Performance as at 29/02/2020

Returns as at 29/02/2020

  Growth % Total %
1 month -5.83 -5.83
3 month -3.90 -3.90
6 month 0.43 0.43
1 year 13.05 13.05
3 year 12.36 12.36
5 year 8.64 8.64
10 year 11.93 11.93

Unit Prices as at 07/04/2020

Entry
2.866
Exit
2.851
View price history

Fund Commencement Date

October 2009

Details & Fees

About this fund

  • Fund Manager

    MFS Institutional Advisors, Inc

  • Asset Class

    International shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.

Investment Approach

Companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. MFS considers whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk.

Investment Details

Minimum Initial Investment Nil

Fees

Entry Up to 4.00%
Exit nil
Management Cost (p.a.) 1.98%
Buy / Sell Spread 0.5% / Nil

Investment Guidelines

International equities 90 - 100%
Cash and cash equivalent investments 0 - 10%

Distribution

N/A

Product Disclosure Statement

Continuous Disclosure

View Continuous Disclosure Information

How to Invest

  1. The Perpetual WealthFocus Term Allocated Pension Plan is closed to new investors


    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

  2. 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.

  3. Mailing and application details


    Send the completed application & documents to:

    Reply Paid 4171
    Perpetual WealthFocus Pension Plan
    GPO Box 4171
    Sydney NSW 2001


    > Customer Identification Requirements

Pricing & Performance

Performance as at 29/02/2020

Returns as at 29/02/2020

  Growth % Distribution % Total %
1 month -5.83 -- -5.83
3 month -3.90 -- -3.90
6 month 0.44 -- 0.44
1 year 1.59 11.53 13.12
3 year -0.63 13.05 12.43
5 year -3.70 12.34 8.64
10 year 4.91 7.05 11.96

Unit Prices as at 07/04/2020

Entry
1.556
Exit
1.549
View price history

Distributions

Frequency Yearly
Cents per Unit 18.112
Reinvestment Price 1.596
View distributions history

Fund Commencement Date

October 2009

Details & Fees

About this fund

  • Fund Manager

    MFS Institutional Advisors, Inc

  • Asset Class

    International shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.

Investment Approach

Companies with sustainable above-average growth and returns, and whose prospects are not reflected in their valuation, will outperform over the long run. The value of compounding high returns on capital and above-average growth rates over long time periods is often underestimated by the market. Through fundamental analysis, MFS seeks to identify enduring businesses, focusing on operational risks and the long-term potential for change. MFS considers whether the valuation reflects the long-term growth and returns of the company, and to what extent it adequately incorporates risk.

Investment Details

Minimum Initial Investment $2,000
With Savings Plan  
Minimum Initial Investment $1,000
Monthly Minimum Nil

Fees

Entry up to 4.0%
Exit Nil
Management Cost (p.a.) 2.03%
Buy / Sell Spread 0.5% / Nil

Investment Guidelines

International shares 90 - 100%
Cash and cash equivalent investments 0 - 10%

Distribution

Yearly
June 30

Continuous Disclosure

View Continuous Disclosure Information

How to Invest

  1. 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.


    > Important information and continuous disclosure

    > Find out more about Perpetual WealthFocus

    Downloads

  2. New and existing investors - Invest using Perpetual’s online application form

    Individual Investors

    Financial Advisers

  3. Make an additional investment to WealthFocus Investment Advantage


    1. Review the current PDS and related documents. They may have changed since you first invested.
    2. Download and complete an Additional Investments form. Send the form to the address below.
    3. 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

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest.

Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.

Awards and recognition