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Perpetual Australian Share
WealthFocus
Contact us or call us on 1800 022 033
Diverse portfolio of high quality Australian shares providing long-term capital growth and regular income.
Diverse portfolio of high quality Australian shares, managed by one of Australia’s most experienced equity management teams. The Fund aims to provide investors with long-term capital growth and regular income.
At Perpetual, we seek quality companies with sound management, conservative debt levels, recurring earnings and a quality business. We assess the quality of a business by looking at a company’s products, positioning and brands; its sources of competitive advantage; the barriers to entry in its market and any issues that may influence the company’s future performance.
We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged and the price remains attractive.
October 28, 2024. We refer to the distributions posted on the Distribution History webpage between 12 August 2024 to 19 September 2024. During this period, the Distribution History for this product incorrectly displayed duplicates of the December 2023 distribution records for WealthFocus Perpetual Australian Share for the 2024 Financial Year, and resulted in an inaccurate subtotal for the 2024 Financial Year. This has been rectified and the correct distribution history has been displayed on our website from 19 September 2024. The Distribution data summary included in this product page was not impacted.
We sincerely apologise for any inconvenience caused. If you have any questions, please email us at investments@perpetual.com.au or phone us on 1800 022 033 during business hours (Sydney time).
Investment Type
Investment Product
Investment Type & Product
Investment Type
Investment Product
Perpetual WealthFocus Investment Advantage
Perpetual WealthFocus Investment Advantage is designed for investors who want broad investment choice and greater flexibility when managing a general investment portfolio.
Perpetual WealthFocus Term Allocated Pension Plan
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.
Perpetual WealthFocus Account Based Pension Plan
The Perpetual WealthFocus Account Based Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.
Perpetual WealthFocus Super Plan
The Perpetual WealthFocus Super Plan is a simple to use personal superannuation product, designed for both employees and the self-employed.
Pricing & Performance
Fund Commencement: May 1995
Unit Pricing
Distributions
Frequency
Half Yearly
Cents per Unit
9.688
Reinvestment Price
2.404
Performance
As at
Returns
As at
| Growth (%) | Distribution (%) | Total (%) | |
|---|---|---|---|
| 1 month | -2.02% | -- | -2.02% |
| 3 month | -0.59% | -- | -0.59% |
| 6 month | 0.64% | 4.06% | 4.70% |
| 1 year | 12.40% | 5.89% | 18.29% |
| 3 year | -4.76% | 10.13% | 5.37% |
| 5 year | -0.08% | 7.70% | 7.62% |
| 10 year | -2.28% | 8.23% | 5.95% |
Investment Approach
Perpetual research companies of all sizes using consistent share selection criteria.
Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced.
In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
- conservative debt levels
- sound management
- quality business
- recurring earnings
The fund may have up to 20% exposure to investments in international shares.
Derivatives may be used in managing the fund.
Details & Fees
| Investment Objective | Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | ||
| Minimum Suggested Timeframe | 5 years or longer | ||
| Fund Manager | Perpetual Investment Management Limited | ||
| Asset Class | Australian Shares | ||
| Minimum Initial Investment | $2,000 | ||
| Minimum Initial Investment (with saving plan) | $1,000 | Monthly Minimum | Nil |
| Minimum Additional Investment | Nil |
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
| Half Yearly | June 30, December 31 |
| Entry | 0 |
| Exit | 0 |
| Management Cost (p.a.) | 1.35% |
| Buy / Sell Spread | 0.12% / 0.12% |
What Are The Risks?
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
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
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
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
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.
Pricing & Performance
Fund Commencement: June 1995
Unit Pricing
Performance
As at
Returns
As at
| Growth (%) | Total (%) | |
|---|---|---|
| 1 month | -1.92% | -1.92% |
| 3 month | -0.73% | -0.73% |
| 6 month | 4.49% | 4.49% |
| 1 year | 16.86% | 16.86% |
| 3 year | 5.82% | 5.82% |
| 5 year | 7.66% | 7.66% |
| 10 year | 6.41% | 6.41% |
Investment Approach
Perpetual research companies of all sizes using consistent share selection criteria.
Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced.
In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
- conservative debt levels
- sound management
- quality business
- recurring earnings
The fund may have up to 20% exposure to investments in international shares.
Derivatives may be used in managing the fund.
Details & Fees
| Investment Objective | Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | ||
| Minimum Suggested Timeframe | 5 years or longer | ||
| Fund Manager | Perpetual Investment Management Limited | ||
| Asset Class | Australian Shares | ||
| Minimum Initial Investment | $3,000 | ||
| Minimum Initial Investment (with saving plan) | $1,500 | Monthly Minimum | Nil |
| Minimum Additional Investment | Nil |
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
| N/A |
| Entry | 0 |
| Exit | 0 |
| Management Cost (p.a.) | 1.36% |
| Buy / Sell Spread | 0.24% / Nil |
What Are The Risks?
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
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 2003
Unit Pricing
Performance
As at
Returns
As at
| Growth (%) | Total (%) | |
|---|---|---|
| 1 month | 5.81% | 5.81% |
| 3 month | 2.75% | 2.75% |
| 6 month | 0.61% | 0.61% |
| 1 year | 5.89% | 5.89% |
| 3 year | 9.80% | 9.80% |
| 5 year | 10.28% | 10.28% |
| 10 year | 6.78% | 6.78% |
Documents & Resources
Investment Approach
Perpetual Investments researches companies of all sizes using consistent share selection criteria. Perpetual Investments' priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: - conservative debt levels - sound management - quality business and - recurring earnings. The fund may have up to 20% exposure to investments in international shares. Derivatives may be used in managing the fund.
Details & Fees
| Investment Objective | Aims to: - provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares - outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | ||
| Minimum Suggested Timeframe | 5 years or longer | ||
| Fund Manager | Perpetual Investment Management Limited | ||
| Asset Class | Australian shares | ||
| Minimum Initial Investment | $20,000 | ||
| Minimum Initial Investment (with saving plan) | Nil | Monthly Minimum | Nil |
| Minimum Additional Investment | Nil |
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
| N/A |
| Entry | Nil |
| Exit | Nil |
| Management Cost (p.a.) | 1.60%% |
| Buy / Sell Spread | 0.3% / Nil |
What Are The Risks?
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
Pricing & Performance
Fund Commencement: February 1996
Unit Pricing
Performance
As at
Returns
As at
| Growth (%) | Total (%) | |
|---|---|---|
| 1 month | -2.00% | -2.00% |
| 3 month | -0.59% | -0.59% |
| 6 month | 5.23% | 5.23% |
| 1 year | 19.34% | 19.34% |
| 3 year | 6.70% | 6.70% |
| 5 year | 8.77% | 8.77% |
| 10 year | 7.38% | 7.38% |
Documents & Resources
Investment Approach
Perpetual research companies of all sizes using consistent share selection criteria.
Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced.
In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
- conservative debt levels
- sound management
- quality business
- recurring earnings
The fund may have up to 20% exposure to investments in international shares.
Derivatives may be used in managing the fund.
Details & Fees
| Investment Objective | Aims to provide long-term capital growth and regular income through investment predominately in quality Australian industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | ||
| Minimum Suggested Timeframe | 5 years or longer | ||
| Fund Manager | Perpetual Investment Management Limited | ||
| Asset Class | Australian Shares | ||
| Minimum Initial Investment | $20,000 | ||
| Minimum Initial Investment (with saving plan) | $20,000 | Monthly Minimum | Nil |
| Minimum Additional Investment | Nil |
| Australian shares | 90 - 100% |
| Cash | 0 - 10% |
| N/A |
| Entry | 0 |
| Exit | 0 |
| Management Cost (p.a.) | 1.37% |
| Buy / Sell Spread | 0.24% / Nil |
What Are The Risks?
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
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
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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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.
Americas
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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.
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.
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.