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Diversified
Balanced Growth Investment Option Fund
Superannuation
Superannuation Investment via Perpetual's Pooled Superannuation Trust
Investment Objective
Aims to: * provide long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments * outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Balanced Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: *provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. *Outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to: *provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. *Outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to: *provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. *Outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to: *provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. *Outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Conservative Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to *provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. *outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to *provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. *outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to *provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. *outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to *provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash, enhanced cash and fixed income securities. *outperform CPI + 3.5% pa (before fees and taxes) over at least two-year periods *outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Diversified Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: * provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. * outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to: * provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. * outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to: * provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. * outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to: * provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets. * outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods * outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Diversified Real Return Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk.
Perpetual Diversified Real Return Fund - Class W Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods. Aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to overall portfolio) rather than capital allocations. Class W is the standard fee option.
Perpetual Diversified Real Return Fund - Class Z Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
The Fund targets a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods. Aims to provide investors with exposure to a balanced portfolio that is constructed with reference to risk premiums (risk contribution to overall portfolio) rather than capital allocations. Class Z is the performance fee option.
Perpetual MySuper Balanced Growth Fund
Superannuation
Superannuation Investment via Perpetual MySuper
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
Perpetual Split Growth Fund
Investments
Investments Investment via Perpetual WealthFocus Investment Advantage
Investment Objective
Aims to: * achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. *outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
Superannuation
Superannuation Investment via Perpetual WealthFocus Super Plan
Investment Objective
Aims to: * achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. *outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
Retirement
Retirement Investment via Perpetual WealthFocus Account Based Pension Plan
Investment Objective
Aims to: * achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. *outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
Retirement Investment via Perpetual WealthFocus Term Allocated Pension Plan
Investment Objective
Aims to: * achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class. *outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
Perpetual Wholesale Balanced Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments; outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Conservative Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide moderate growth over the medium term and income through investment in a diversified portfolio with an emphasis on cash and fixed income securities; outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Diversified Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets; outperform the All Groups CPI + 4.5% pa (before fees and taxes) over at least three-year periods; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Perpetual Wholesale Split Growth Fund Fund
Investments
Investments Investment via Perpetual Wholesale Funds
Investment Objective
Aims to: achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities with lower risk than 100% exposure to either asset class; and outperform a composite benchmark (before fees and taxes) comprising the S&P/ASX 300 Industrial Accumulation Index (40%) and the MSCI World ex Australia Accumulation Index (AUD) (60%) over rolling three-year periods.
The Trust Company Philanthropy Fund Fund
Investments
Investments Investment via Trust Company Investment Funds
Investment Objective
The Fund aims to provide investors with a balance between regular income and growth returns over the long term so that there is growth in regular income used to support charities and philanthropic endeavours. The Fund Manager has changed the investment strategy effective from 29 February 2016 to include alternatives. Therefore performance information before 29 February 2016 is not directly comparable.
Balanced Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide members with long term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investment - outperform the CPI by 3.5% (before fees and tax) over rolling five-year periods - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Balanced Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 2.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for further information) reflecting the underlying funds' target allocations 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 long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 3.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 3.5% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Charitable and Community Investor Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide charitable trusts and non-profit organisations with long-term capital growth and to maximise income through investment in a diversified portfolio with an emphasis on Australian shares and alternative investments.
Charitable Endowment Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
To provide income tax exempt investors such as charitable trusts with a consistent income stream and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian shares.
Conservative Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Income and some long term capital growth through investment in a diversified portfolio with an emphasis in fixed interest and cash investments. Outperform the CPI by 2.5% (before fees and tax) over rolling three-year periods Outperform (before fees and tax), over rolling three year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Conservative Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments - outperform the CPI by 1.5% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash and enhanced cash investments - outperform the CPI by 2.5% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds' target allocations at any time to the various asset types.
Diversified Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
provide investors with long term capital growth and income through investment in a diversified portfolio - outperform CPI by 3.0% (before fees and tax) over rolling three-year periods - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the targets allocations at any time to the various asset types.
Diversified Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 2.0% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for further information)reflecting the underlying funds' target allocations 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 long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 3.0% (before fees and after tax) over rolling three-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 3.0% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling five-year periods, a blended benchmark (refer tp PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Geared High Growth Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with enhanced long-term capital growth through borrowing (gearing) to invest in a diversified portfolio of Australian and international shares and alternative growth investments - outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Geared High Growth Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with enhanced long-term growth through borrowing (gearing) to invest in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Growth Fund Fund
Investments
Investments Investment via Perpetual Select Investment Funds
Investment Objective
Provide investors with long term capital growth and income through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and tax) over rolling five to ten-year periods - outperform (before fees and tax), over rolling three year periods, a composite benchmark reflecting the target allocations at any time to the various asset types.
Growth Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark(refer to PDS for mre information)reflecting the underlying funds' target allocations 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 long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS for more information) reflecting the underlying funds' target allocations at any time to the various asset types.
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 4.0% (before fees and after tax) over rolling five-to-ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) reflecting the underlying funds' target allocations at any time to the various asset types.
High Growth Option Fund
Superannuation
Superannuation Investment via Perpetual Select Super Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 4.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS)reflecting the underlying funds' target allocations at any time to the various asset type.
Retirement
Retirement Investment via Perpetual Select Account Based Pension Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 5.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) in reflecting the underlying funds' target allocations at any time to the various asset types
Retirement Investment via Perpetual Select Term Allocated Pension Plan
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 4.5% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark (refer to PDS) reflecting the underlying funds' target allocations at any time to the various asset types.
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