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From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
Long term capital growth through investment in a diversified portfolio of private equity funds, infrastructure funds, opportunistic property funds, growth hedge funds and other listed and unlisted growth alternative investments
View fund pageTo provide investors with consistent income through investment in a diversified portfolio of absolute return funds, specialist credit funds and other investments consistent with the Fund's investment approach.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual's ESG and values-based criteria. Aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares.
View fund pageTo provide investors with exposure to a diversified portfolio of tax-effective, high income yielding Australian securities that are also expected to produce some long-term capital growth. To provide above market dividend yield as measured by the S&P/ASX 200 Accumulation Index.
View fund pageAims to provide investors with long-term capital growth and regular income through investment predominantly in quality Australian industrial shares.
View fund pageAims to generate positive returns over a market cycle irrespective of market conditions by investing in both long and short positions of predominantly Australian shares.
View fund pageAims to provide investors with long term capital growth via an investment in a portfolio of quality Australian microcap companies. Microcap companies are defined as companies with a market capitalisation or free float of less than $300m on acquisition.
View fund pageAims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
View fund pageAims to provide investors with long-term capital growth and income through investment in quality shares. Whilst the Fund has no formal benchmark, for reporting purposes the Fund is measured against the S&P/ASX 300 Accumulation Index.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
View fund pageAims to provide long-term capital growth and income through investment in quality shares and taking short positions predominantly in selected Australian shares.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index.
View fund pageTo provide investors with long-term capital growth through investment in a concentrated portfolio of quality shares and outperform the stated benchmark (before fees and taxes) over rolling 3-year periods.
View fund pageTo provide investors with long-term capital growth through investment in a concentrated portfolio of quality shares and outperform the stated benchmark (before fees and taxes) over rolling 3-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial and resource shares.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian and 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.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian and 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.
View fund pageAims to provide long-term capital growth and income through investment predominantly in quality Australian and 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.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet PIML's ESG and values-based criteria. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet PIML's ESG and values-based criteria. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet PIML's ESG and values-based criteria. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to enhance long-term capital growth through borrowing (gearing) to invest in quality 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.
View fund pageAims to enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment predominantly in quality Australian industrial shares. The fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and regular income through investment in quality industrial shares. The Fund aims to outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in quality Australian industrial and resource shares which, when first acquired, do not rank in the S&P/ASX 50 Index. The fund aims to outperform the S&P/ASX Small Ordinaries Accumulation Index (before fees and taxes) over rolling three-year periods.
View fund pageAims 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.
View fund pageAims to provide income tax exempt investors such as charitable endowments and foundations with income and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian Shares.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to provide moderate growth over the medium term & 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 & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to provide moderate growth over the medium term & 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 & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to provide moderate growth over the medium term & 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 & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims 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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite 0+ Yr Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with regular income by investing in a portfolio of diversified fixed income securities which are predominantly corporate and government bonds; and outperform the Bloomberg AusBond Composite 0+Yr Index (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with regular income by investing in a diversified range of income generating assets, and outperform the Bloomberg AusBond Bank Bill Index** over rolling three-year periods before fees and taxes.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims to provide investors with higher regular income and positive returns above the cash rate over rolling 3-year periods (before fees and taxes) by primarily investing in a diversified portfolio of private loans and securitised assets.
View fund pageAims to provide regular income by investing in a diversified range of income generating assets, and a positive return (before fees and taxes) over a rolling three-year period.
View fund pageAims to provide investors with 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 that meet Perpetual's ESG and values-based criteria.
View fund pageAims to provide investors with a return that matches the pre-tax benchmark performance of the Bloomberg Ausbond Bank Bill Index (referred to as Exact Benchmarking) on an ongoing basis.
View fund pageAims 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).
View fund pageAims 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).
View fund pageTo provide investors with capital stability, regular income and easy access to funds 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.
View fund pageThe Fund aims to provide investors with a positive return above the cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
View fund pageThe Fund aims to provide investors with a positive return above the cash rate over rolling three-year periods (before fees and taxes) by primarily investing in and actively trading fixed income securities and related derivatives.
View fund pageAims to provide investors with income through investment in a diversified portfolio of fixed income investments. The Fund aims to outperform the Bloomberg Global Aggregate Index (AUD Hedged) (before fees and tax) over rolling 3-year periods.
View fund pageAims 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.
View fund pageAims 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.
View fund pageAims 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 Billl Index (before fees and taxes) on an ongoing basis.
View fund pageInvestment 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.
View fund pageAims 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.
View fund pageAims 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.
View fund pageInvestment 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.
View fund pageAims to provide regular income by investing in a diverse range of income generating assets and provide a positive return (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares and outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide investors with long-term capital growth through investment in quality global shares.
View fund pageAims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth and outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
View fund pageAims to provide long-term capital growth through investment in global shares that are benefiting from changes in technology and innovation and to outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
View fund pageThe fund 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 a composite benchmark (before fees and taxes) reflecting its allocation to various asset types over rolling three-year periods.
View fund pageThe fund aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments.
View fund pageAims 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; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets; and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageAims to provide investors with income and long-term capital growth through investment in a diversified portfolio of Australian and international real estate investment trusts and unlisted property trusts.
View fund pageThe 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.
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.
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.
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.
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.