Perpetual MySuper Balanced Growth
Ways to Invest
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Perpetual MySuper Balanced Growth
Pricing & Performance
Performance as at 29/02/2020
Returns as at 29/02/2020
| Growth % | Total % | |
|---|---|---|
| 1 month | -- | -3.53 |
| 3 month | -- | -2.50 |
| 6 month | -- | 0.06 |
| 1 year | -- | 4.99 |
| 3 year | -- | 5.85 |
| 5 year | -- | 4.61 |
| 10 year | -- | -- |
Fund Commencement Date
| January 2014 |
Fund Profile
Details & Fees
About this fund
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Fund Manager
Perpetual Investment Management Limited
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Asset Class
Diversified
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Suggested Length
5 years or longer
Investment Objective
To provide investors with long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments - To provide a total return of 3% per annum above inflation over rolling 10 year periods, net of investment fees, superannuation fund taxes and administration fees
Investment Approach
The underlying fund invests in a diverse mix of assets (such as Australian shares, international shares, fixed income, property, enhanced cash and other investments).
Tactical asset allocation strategies may be applied. This process involves the fund adjusting its exposure to asset classes on a regular basis within the investment guidelines.
Currency hedges may be used from time to time.
Derivatives and exchange traded funds may be used in managing each asset class.
Investment Details
| Minimum Initial Investment | Nil |
Fees
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 0.98% |
| Buy / Sell Spread | 0.41% / Nil |
Investment Guidelines
| Australian shares | 10 - 50% |
| International shares | 10 - 50% |
| Property | 0 - 15% |
| Cash and enhanced cash | 0 - 30% |
| Fixed income | 0 - 35% |
| Other investments | 0 - 30% |
Distribution
| N/A |
How to Invest
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If you are interested in making an investment in Perpetual MySuper
Review the Product Disclosure Statement (PDS) and other offer documents.
Send the completed application & documents to the address below.
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If you are an existing investor in Perpetual MySuper
All forms, documents and PDS’s can be found in our resources section.
Downloads
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Mailing and application details
Send your completed application & identification documents to:
Reply Paid 4171
Perpetual MySuper
GPO Box 4171, Sydney NSW 2001
Awards and recognition
