Balanced Option

Investment Type

Investment Product

Investment Type & Product

Perpetual Select Account Based Pension Plan

Perpetual Select Super Plan

Pricing & Performance

Fund Commencement: March 1989

Unit Pricing

As at 28/10/2024

Entry 80.251

Exit 80.091

View Price History

Returns

As at 30/09/2024

	Growth (%)	Total (%)
1 month	--	0.83%
3 month	--	3.50%
6 month	--	2.26%
1 year	--	12.77%
3 year	--	4.51%
5 year	--	5.55%
10 year	--	5.65%

Documents & Resources

Fund Profile Perpetual_Select_Super_Plan_and_Pension_Plan_PDS.pdf Perpetual Select Super Plan and Pension Plan transaction costs Select Super Plan Insurance Application Select Super Plan additional investment and features form

Investment Approach

Invests into a diverse mix of assets. Tactical asset allocation strategies may be applied. This process involves the investment option adjusting its exposure to asset classes on a regular basis within the investment guidelines. Derivatives and exchange traded funds may be used in managing each asset class. The currency exposure of international assets is monitored and hedging strategies may be implemented (using derivatives) with the aim of reducing the impact of adverse currency movements.

Details & Fees

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 2.25% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	Diversified
Minimum Initial Investment	$3,000
Minimum Initial Investment (with saving plan)	$3,000	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian fixed income	5 - 20%
Australian shares	10 - 35%
Cash	0 - 30%
Growth alternatives	0 - 20%
Income alternatives	0 - 10%
International fixed income	5 - 30%
International shares	15 - 50%
Real estate	0 - 15%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.4%
Buy / Sell Spread	0.2% / Nil
Management Notes	Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

How to Invest

Perpetual Select Super Plan application Download application form

Perpetual Select Super Plan additional investment download application form

Perpetual Select Super Plan is designed for employees, employers and the self-employed who want a super fund that is easy to use.

New applications to invest in Perpetual Select Super Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

Perpetual select pension updates

Pricing & Performance

Fund Commencement: December 1992

Unit Pricing

As at 28/10/2024

Entry 79.253

Exit 79.095

View Price History

Returns

As at 30/09/2024

	Growth (%)	Total (%)
1 month	--	0.98%
3 month	--	3.85%
6 month	--	2.53%
1 year	--	14.06%
3 year	--	4.95%
5 year	--	6.03%
10 year	--	6.25%

Documents & Resources

Fund Profile Perpetual_Select_Super_Plan_and_Pension_Plan_PDS.pdf Perpetual Select Super Plan and Pension Plan transaction costs

Investment Approach

Details & Fees

Investment Objective	Aims to: - provide long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations at any time.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	Diversified
Minimum Initial Investment	$20,000
Minimum Initial Investment (with saving plan)	Nil	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian fixed income	5 - 20%
Australian shares	10 - 35%
Cash	0 - 30%
Growth alternatives	0 - 20%
Income alternatives	0 - 10%
International fixed income	5 - 30%
International shares	15 - 50%
Real estate	0 - 15%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.39%
Buy / Sell Spread	0.2% / Nil
Management Notes	Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

How to Invest

Perpetual Select Account Based Pension Plan Download application form

Perpetual Select Account Based Pension Plan Additional investment form

The Perpetual Select Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.

New applications to invest in Perpetual Select Account Based Pension Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

Continuous disclosure and important updates for Perpetual Select Pension

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or 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. The product disclosure statements and target market determinations for the Funds are available on this website.

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.

Australia and New Zealand

The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

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Americas

Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.

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Singapore

Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.

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United Kingdom

This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.

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Europe

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