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Cash and fixed income
Perpetual Active Fixed Interest Fund-Class A Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Index (before fees and taxes) over rolling three-year periods.
Perpetual Active Fixed Interest Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in fixed income securities, primarily corporate bonds. To outperform the Bloomberg AusBond Composite Bond Index (before fees and taxes) over rolling three-year periods.
Perpetual Cash Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index(before fees and taxes) on an ongoing basis.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide investors with capital stability, regular income and easy access to funds by investing in deposits, money-market and fixed income securities. The fund aims to outperform the Bloomberg AusBond Bank Bill Index (before fees and taxes) on an ongoing basis.
Perpetual Cash Management Fund Fund
Investments
Investments Investment via Perpetual's Income Series
Investment Objective
To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities.
Perpetual Credit Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three-year periods before fees and taxes.
Perpetual Diversified Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Investments Investment via Perpetual WealthFocus Investment Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide regular income and consistent returns above the UBS Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets.
Perpetual Dynamic Fixed Income Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to provide: * Capital stability and regular income by investing in a diverse range of income generating assets * a positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to provide: * Capital stability and regular income by investing in a diverse range of income generating assets * a positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to provide: * Capital stability and regular income by investing in a diverse range of income generating assets * a positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to provide: * Capital stability and regular income by investing in a diverse range of income generating assets * a positive return (before fees and taxes) irrespective of market conditions over a rolling three-year period.
Perpetual Ethical SRI Credit Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating, ethical and socially responsible assets.
Perpetual Exact Market Cash Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To match the Bloomberg AusBond Bank Bill Index after management fees on an ongoing basis.
Perpetual High Grade Treasury Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide investors with regular income by investing in deposits, money market and fixed income securities. To outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis before fees and taxes.
Perpetual High Grade Treasury Fund Class R units Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide investors with regular income by investing in deposits, money market and fixed income securities; and outperform the Bloomberg AusBond Bank Bill Index on an ongoing basis (before fees and taxes).
Perpetual Institutional Cash Management Trust Fund
Investments
Investments Investment via Perpetual Institutional Cash Management Trust
Investment Objective
To provide investors with capital stability, regular income and easy access to funds by investing in deposits, money market and fixed income securities
Perpetual Pure Credit Alpha Fund Class W Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide investors with a positive return above cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
Perpetual Wholesale Diversified Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
To provide regular income and consistent returns by investing in a diversified range of income generating assets. To outperform the Bloomberg AusBond Bank Bill Index over rolling three year periods before fees and taxes.
Perpetual Wholesale Dynamic Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to provide: capital stability and regular income by investing in a diversified range of income generating assets; and a positive return (before fees and taxes) irrespective of market conditions over rolling three-year periods.
The Trust Company Fixed Interest Fund Fund
Investments
Investments Investment via Trust Company Investment Funds
Investment Objective
The Fund aims to: - provide investors with income and capital stability through investment in a diversified portfolio of fixed income and diversified credit investments - outperform the stated benchamrk (before fees and taxes) over rolling three-year periods.
Capital Guarantee Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to provide investors with returns and security through investment in: - a deposit or product issued by an approved deposit-taking institution (ADI); or - in cash funds, or other pooled structured funds
Cash Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with capital stability through investments in deposits, money market and fixed income securities - match the performance of the Bloomberg AusBond Bank Bill Index (before fees and after tax) over rolling one-year periods.
Fixed Income Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with income and capital stability through investment in a diversified portfolio of fixed income investments (including mortgages) - outperform (before fees and taxes), over rolling three-year periods, a composite benchmark reflecting the Fund's target allocations at any time to the various asset types.
Fixed Income Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying fund's target allocation at any time to the various asset types.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages) - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying fund's target allocation at any time to the various asset types.
Implemented Fixed Income Portfolio Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide investors with income and capital stability through investment in a diversified portfolio of fixed income and floating rate investments (including mortgages).
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