Smaller Companies 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:

Smaller Companies Share Investment Option

Pricing & Performance

Performance as at 29/02/2020

Returns as at 29/02/2020

  Growth % Total %
1 month -6.42 -6.42
3 month -5.48 -5.48
6 month -2.25 -2.25
1 year 1.69 1.69
3 year 6.65 6.65
5 year 6.76 6.76
10 year 9.82 9.82

Unit Prices as at 19/03/2020

Entry
9.685
Exit
9.656
View price history

Fund Commencement Date

June 1998

Fund Profile

Details & Fees

About this fund

  • Fund Manager

    Perpetual Investment Management Limited

  • Asset Class

    Australian shares

  • Suggested Length

    5 years or longer

Investment Objective

Aims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.

Investment Approach

Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies with the best investment quality, as determined by Perpetual, which are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four investment criteria: conservative debt levels, sound management, quality business and, in the case of industrial shares, recurring earnings

Investment Details

Minimum Initial Investment Nil

Fees

Entry Nil
Exit Nil
Management Cost (p.a.) 1.25%
Buy / Sell Spread 0.3% / Nil

Investment Guidelines

Australian smaller company shares 80 - 100%
Cash 0 - 20%

Distribution

N/A

How to Invest

  1. 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.


    > Important information and continuous disclosure

    > Find out more about Perpetual Pooled Superannuation Trust

    Downloads

  2. 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.

  3. 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


    > Customer Identification Requirements

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