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Perpetual Diversified Growth

WealthFocus

October 28, 2024. We refer to the distributions posted on the Distribution History webpage between 15 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 Diversified Growth 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

Perpetual WealthFocus Investment Advantage

Perpetual WealthFocus Account Based Pension Plan

Perpetual WealthFocus Super Plan

Pricing & Performance

Fund Commencement: May 2002

Unit Pricing

As at 12/11/2024

Entry 3.429

Exit 3.421

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	-0.78%	-0.78%
3 month	0.04%	0.04%
6 month	3.35%	3.35%
1 year	10.41%	10.41%
3 year	4.32%	4.32%
5 year	5.16%	5.16%
10 year	5.04%	5.04%

Documents & Resources

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

Investment Approach

The fund invests in a diverse mix of growth, defensive and other assets. Tactical asset allocation strategies may be applied, which involves the fund adjusting its exposure to asset classes on a regular basis within the investment guidelines. Currency is managed at the fund level, taking into account currency exposure arising from underlying investments. Currency management is used to either hedge currency for an existing position or create an exposure to a foreign currency. Net foreign currency exposure will be limited to 50% of the gross asset value of the fund. Derivatives and exchange traded funds may be used in managing each asset class.

Details & Fees

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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Minimum Suggested Timeframe	3 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 shares	10 - 35%
Cash	0 - 30%
Fixed income and credit	10 - 55%
International shares	10 - 30%
Other investments	0 - 30%
Property	0 - 15%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.07%
Buy / Sell Spread	0.24% / 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: May 2002

Unit Pricing

As at 12/11/2024

Entry 2.958

Exit 2.951

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	-0.73%	-0.73%
3 month	-0.06%	-0.06%
6 month	3.00%	3.00%
1 year	9.29%	9.29%
3 year	3.82%	3.82%
5 year	4.60%	4.60%
10 year	4.53%	4.53%

Documents & Resources

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

Investment Approach

Details & Fees

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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Minimum Suggested Timeframe	3 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	Diversified
Minimum Initial Investment	$3,000
Minimum Initial Investment (with saving plan)	$1,500	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	10 - 35%
Cash	0 - 30%
Fixed income and credit	10 - 55%
International shares	10 - 30%
Other investments	0 - 30%
Property	0 - 15%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.07%
Buy / Sell Spread	0.24% / 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: November 2008

Unit Pricing

As at 12/11/2024

Entry 1.029

Exit 1.027

View Price History

Distributions

Frequency

Quarterly

Cents per Unit

0.073

Reinvestment Price

1.034

View Distribution History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Distributions	Total (%)
1 month	-0.82%	--	-0.82%
3 month	-0.07%	0.07%	0.01%
6 month	1.05%	2.13%	3.18%
1 year	7.07%	3.04%	10.10%
3 year	-1.67%	5.66%	3.99%
5 year	-0.21%	5.08%	4.86%
10 year	-0.66%	5.37%	4.71%

Documents & Resources

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

Investment Approach

Details & Fees

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 and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
Minimum Suggested Timeframe	3 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	Diversified
Minimum Initial Investment	$2,000
Minimum Initial Investment (with saving plan)	$1,000	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	10 - 35%
Cash	0 - 30%
Fixed income and credit	10 - 55%
International shares	10 - 30%
Other investments	0 - 30%
Property	0 - 15%

Quarterly

March 31, June 30, September 30, December 31

Entry	0
Exit	0
Management Cost (p.a.)	1.07%
Buy / Sell Spread	0.24% / 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.