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Perpetual Concentrated Equity

WealthFocus

A hand-picked portfolio of Australia’s highest quality shares.

Perpetual Concentrated Equity offers access to the return potential of a hand-picked portfolio of Australia’s highest quality shares and aims to generate long-term capital growth and income through investment in leading industrial and resource shares.

This concentrated strategy is actively managed and while a smaller set of shares can lead to more volatility, it offers investors the benefits of a “best ideas” portfolio. These include – returns that may differ significantly from the index in periods of lower returns and the opportunity to benefit from outsize returns from a large holding in a high-performing stock or stocks.

October 28, 2024. We refer to the distributions posted on the Distribution History webpage between 13 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 Concentrated Equity 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: November 2003

Unit Pricing

As at 12/11/2024

Entry 7.772

Exit 7.753

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	-1.91%	-1.91%
3 month	-1.28%	-1.28%
6 month	4.84%	4.84%
1 year	19.13%	19.13%
3 year	8.94%	8.94%
5 year	8.57%	8.57%
10 year	7.82%	7.82%

Documents & Resources

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

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. The Fund's investment portfolio will typically consist of between 20 and 45 stocks. Derivatives may be used in managing the Fund.

Details & Fees

Investment Objective	Aims 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.
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	0
Exit	0
Management Cost (p.a.)	1.35%
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: November 2003

Unit Pricing

As at 12/11/2024

Entry 6.213

Exit 6.198

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	-1.84%	-1.84%
3 month	-1.33%	-1.33%
6 month	4.24%	4.24%
1 year	16.87%	16.87%
3 year	7.85%	7.85%
5 year	7.49%	7.49%
10 year	6.78%	6.78%

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 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.
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.)	1.34%
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 1.203

Exit 1.200

View Price History

Distributions

Frequency

Half Yearly

Cents per Unit

5.632

Reinvestment Price

1.163

View Distribution History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Distributions	Total (%)
1 month	-1.93%	--	-1.93%
3 month	-1.29%	--	-1.29%
6 month	-0.54%	4.82%	4.28%
1 year	10.88%	7.08%	17.95%
3 year	2.23%	5.28%	7.51%
5 year	3.51%	3.82%	7.33%
10 year	-1.23%	7.55%	6.32%

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 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.
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.)	1.33%
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.