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Target Market Determinations
Information for all Perpetual products
Target Market Determinations (TMDs)
Perpetual Investment Funds TMDs
Perpetual Active Fixed Interest Fund - Class A
Perpetual Australian Share Fund
Perpetual Balanced Growth Fund
Perpetual Balanced Growth Fund No. 2
Perpetual Concentrated Equity Fund
Perpetual Conservative Growth Fund
Perpetual Diversified Growth Fund
Perpetual Diversified Income Fund - Class A
Perpetual Diversified Real Return Fund - Class W
Perpetual Diversified Real return Fund - Class Z
Perpetual Dynamic Fixed Income Fund
Perpetual ESG Australian Share Fund
Perpetual ESG Credit income Fund - Class A
Perpetual ESG Real Return Fund
Perpetual Geared Australian Share Fund
Perpetual Global Allocation Alpha Fund
Perpetual High Grade Floating Rate Fund - Class R
Perpetual Income Share Fund
Perpetual Industrial Share Fund
Perpetual SHARE-PLUS Long-Short Fund
Perpetual Smaller Companies Fund
Perpetual Smaller Companies Fund No.2
Perpetual Strategic Capital Fund - Class A
Perpetual's Australian Share Fund
Trillium Asset Management TMDs
Perpetual Specialist Series TMDs
Perpetual Institutional Cash and Fixed Income Funds TMDs
Perpetual Wholesale International Share Fund TMD
Exchanged Traded Managed Funds TMDs
Perpetual WealthFocus Super Plan
Perpetual WealthFocus Pension Plan TMD
Frequently asked questions
Target Market Determination (TMD) is a document that outlines the class of consumers for which a product has been designed and is in place to assist distributors in understanding who the product is intended to be distributed to. The document forms part of the design and distribution arrangements for the product and outlines distribution conditions and restrictions as well as reporting requirements for distributors. This document is not a Product Disclosure Statement and does not provide a full summary of the product features or terms of the product. Importantly, it does not take into account any person’s individual objectives, financial situation or needs.
The requirement to have TMDs in place for all relevant products, was introduced as part of the Design and Distribution Obligations (DDO) which took effect on 5 October 2021.
For Investment products click here
For Superannuation products click here
For Retirement products click here
If you require a TMD for a specific fund, you can search via our price and performance page. For any questions regarding TMDs, please email DDOmail@perpetual.com.au
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Australia and New Zealand
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