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MFS Global Equity

Investment Type
Investment Product
Investment Type & Product
Investment Type
Investment Product

Pricing & Performance

Fund Commencement: October 2009

Unit Pricing

As at
Entry 4.299
Exit 4.286
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 1.96% 1.96%
3 month 1.39% 1.39%
6 month 5.50% 5.50%
1 year 17.04% 17.04%
3 year 4.99% 4.99%
5 year 7.32% 7.32%
10 year 9.33% 9.33%

Documents & Resources

Perpetual WealthFocus Super Plan PDS.pdf Perpetual WealthFocus Super Plan Insurance Book.pdf Perpetual WealthFocus Investment Book.pdf

Investment Approach

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments. Investments are selected primarily based on fundamental analysis of individual issuers and their potential in light of their financial condition, and market, economic, political, and regulatory conditions. Factors considered may include analysis of an issuer's earnings, cash flows, competitive position, and management ability.

Details & Fees

Investment Objective Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and to outperform its benchmark (the MSCI World Index with net dividends reinvested before fees) over a full market cycle, before taking into account fees, taxes and expenses.
Minimum Suggested Timeframe 5 years or longer
Fund Manager MFS Institutional Advisors, Inc
Asset Class International shares
Minimum Initial Investment $3,000
Minimum Initial Investment (with saving plan) $1,500 Monthly Minimum Nil
Minimum Additional Investment Nil
Cash and cash equivalent investments 0 - 10%
International shares 90 - 100%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.03%
Buy / Sell Spread 0.3% / Nil

How to Invest

Perptual WealthFocus Super Plan application Application portal
Perpetual WealthFocus Super Plan application form Download application

The Perpetual WealthFocus Wholesale Super Plan is a simple to use personal superannuation product, designed for both employees and the self-employed. It is likely that the WealthFocus Super Plan will be most suitable for new investors. Before applying for a Perpetual WealthFocus Super Plan, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.

 

Applications to invest in Perpetual WealthFocus Super Plan can be made through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:

 

Perpetual WealthFocus Super Plan

GPO Box 4171, Sydney NSW 2001

 

Information on Customer Identification Requirements

Superannuation Forms, PDSs and Offer Documents

Find out more about Perpetual WealthFocus platform.

Perpetual Wealthfocus super plan updates

Pricing & Performance

Fund Commencement: October 2009

Unit Pricing

As at
Entry 4.511
Exit 4.497
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 2.12% 2.12%
3 month 1.67% 1.67%
6 month 5.91% 5.91%
1 year 18.92% 18.92%
3 year 5.24% 5.24%
5 year 7.75% 7.75%
10 year 9.97% 9.97%

Documents & Resources

Perpetual Wealthfocus Pension Plan PDS.pdf Perpetual WealthFocus Investment Book.pdf

Investment Approach

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments. Investments are selected primarily based on fundamental analysis of individual issuers and their potential in light of their financial condition, and market, economic, political, and regulatory conditions. Factors considered may include analysis of an issuer's earnings, cash flows, competitive position, and management ability.

Details & Fees

Investment Objective Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and to outperform its benchmark (the MSCI World Index with net dividends reinvested before fees) over a full market cycle, before taking into account fees, taxes and expenses.
Minimum Suggested Timeframe 5 years or longer
Fund Manager MFS Institutional Advisors, Inc
Asset Class International shares
Minimum Initial Investment $20,000
Minimum Initial Investment (with saving plan) $20,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Cash and cash equivalent investments 0 - 10%
International shares 90 - 100%
N/A
Entry 0
Exit 0
Management Cost (p.a.) 1.06%
Buy / Sell Spread 0.3% / Nil

How to Invest

Perpetual WealthFocus Account based Pension Plan New Application
Perpetual WealthFocus Account Based Pension Plan Download application form

The Perpetual WealthFocus Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension. Before applying for a Perpetual WealthFocus Account Based Pension Plan, it's important to review the Product Disclosure Statement (PDS) and related documents to ensure you understand how the plan works and the risks involved.

It is likely that the WealthFocus Pension Plan will be most suitable for new investors. 

Applications to invest in Perpetual Account Based Pension Plan can be made through the Perpetual application portal online, or via the post where completed application & documents should be sent to this address:

Perpetual WealthFocus Account Based Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Perpetual WealthFocus pension plan updates

Pricing & Performance

Fund Commencement: October 2009

Unit Pricing

As at
Entry 4.420
Exit 4.407
View Price History

Performance

As at

Returns

As at
Growth (%) Total (%)
1 month 2.04% 2.04%
3 month 4.70% 4.70%
6 month 0.51% 0.51%
1 year 13.24% 13.24%
3 year 7.26% 7.26%
5 year 10.17% 10.17%
10 year 9.10% 9.10%

Documents & Resources

Perpetual Wealthfocus Pension Plan PDS.pdf Perpetual WealthFocus Investment Book.pdf

Investment Approach

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments. Investments are selected primarily based on fundamental analysis of individual issuers and their potential in light of their financial condition, and market, economic, political, and regulatory conditions. Factors considered may include analysis of an issuer's earnings, cash flows, competitive position, and management ability.

Details & Fees

Investment Objective Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and aims to outperform its benchmark (the MSCI World Index (with net dividends reinvested before fees) measured in AUD) over a full market cycle, before taking into account fees and expenses.
Minimum Suggested Timeframe 5 years or longer
Fund Manager MFS Institutional Advisors, Inc
Asset Class International shares
Minimum Initial Investment Nil
Minimum Initial Investment (with saving plan) Nil Monthly Minimum Nil
Minimum Additional Investment Nil
Cash and cash equivalent investments 0 - 10%
International equities 90 - 100%
N/A
Entry Nil
Exit nil
Management Cost (p.a.) 1.07%%
Buy / Sell Spread 0.3% / Nil

Pricing & Performance

Fund Commencement: October 2009

Unit Pricing

As at
Entry 1.516
Exit 1.511
View Price History

Distributions

Frequency
Yearly
Cents per Unit
25.757
Reinvestment Price
1.393
View Distribution History

Performance

As at

Returns

As at
Growth (%) Distribution (%) Total (%)
1 month 2.12% -- 2.12%
3 month 1.66% -- 1.66%
6 month -10.63% 16.53% 5.89%
1 year 0.35% 18.56% 18.91%
3 year -7.21% 12.49% 5.28%
5 year -2.11% 9.90% 7.78%
10 year -1.31% 11.30% 9.99%

Documents & Resources

Perpetual WealthFocus Investment Advantage PDS.pdf Perpetual WealthFocus Investment Advantage Features Book.pdf Perpetual WealthFocus Investment Book.pdf

Investment Approach

In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies. MFS uses an active bottom-up investment approach to buying and selling investments. Investments are selected primarily based on fundamental analysis of individual issuers and their potential in light of their financial condition, and market, economic, political, and regulatory conditions. Factors considered may include analysis of an issuer's earnings, cash flows, competitive position, and management ability.

Details & Fees

Investment Objective Aims to seek capital appreciation over the longer term by investing in a diversified portfolio of global shares and to outperform its benchmark (the MSCI World Index with net dividends reinvested before fees) over a full market cycle, before taking into account fees, taxes and expenses.
Minimum Suggested Timeframe 5 years or longer
Fund Manager MFS Institutional Advisors, Inc
Asset Class International shares
Minimum Initial Investment $2,000
Minimum Initial Investment (with saving plan) $1,000 Monthly Minimum Nil
Minimum Additional Investment Nil
Cash and cash equivalent investments 0 - 10%
International shares 90 - 100%
Yearly June 30
Entry 0
Exit 0
Management Cost (p.a.) 1.03%
Buy / Sell Spread 0.3% / Nil

How to Invest

Perpetual WeathFocus Investment Advantage New application
Perpetual WealthFocus Investment Advantage Download application form

Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio. Applications to invest in Perpetual WealthFocus Investment Advantage fund can be made through the Perpetual product application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, review the Product Disclosure Statement (PDS) for WealthFocus Investment Advantage and related documents to ensure you understand how the Fund works and the risks involved.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Find out more about Perpetual Investment Funds

Perpetual WealthFocus Investment Advantage updates

Perpetual WealthFocus Investment Advantage Investor Portal
Perpetual WealthFocus Investment Advantage Additional investment application

Perpetual, WealthFocus, and Select investors can make additional investments to their fund through the myPerpetual application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, review the current PDS and related documents. They may have changed since you first invested.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Perpetual Wealthfocus investment funds updates

Perpetual WealthFocus Investment Advantage Adviser application
Perpetual WealthFocus Investment Advantage Download application form

Applications for Perpetual WealthFocus Investment Advantage can be made via investor directed portfolio services. Financial advisers can make applications through the Perpetual application portal online, or via the post where completed application & documents should be sent to the address detailed below.

 

Perpetual WealthFocus Investment Advantage

GPO Box 4171, Sydney NSW 2001

 

Before applying, review the current PDS and related documents. They may have changed since you first invested.

 

Information on Customer Identification Requirements

Investment Forms, PDSs and Offer Documents

Perpetual Wealthfocus investment funds updates

Contact an institutional relationship manager or phone 1800 110 941. Contact

With one of Australia’s largest, most well-resourced and experienced investment teams, Perpetual offers institutional investors expertise across four major investment capabilities: Australian equities; global equities; cash, credit and fixed income; and multi asset strategies. These capabilities can be accessed via pooled investment funds or tailored mandates.

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.

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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

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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