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Perpetual Global Allocation Alpha

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: September 2000

Unit Pricing

As at 12/11/2024

Entry 3.959

Exit 3.947

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	3.30%	3.30%
3 month	1.67%	1.67%
6 month	7.16%	7.16%
1 year	19.81%	19.81%
3 year	11.82%	11.82%
5 year	10.78%	10.78%
10 year	9.77%	9.77%

Documents & Resources

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

Investment Approach

The fund predominately invests in global equities. It may utilise other securities to seek to minimise downside risk while maintaining participation in positive markets. This may include exposure to other asset classes, such as fixed income, credit, and commodities via derivatives and synthetic exposures. The combination of assets held by the fund at any time are those which we believe provide the greatest probability of achieving the investment objective over rolling three-year periods. 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. Derivatives may be used in managing each asset class including to increase exposure within the investment guidelines. No money will be borrowed for investment purposes. Uncovered derivative positions are not permitted.

Details & Fees

Investment Objective	Aims 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.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	International shares
Minimum Initial Investment	$20,000
Minimum Initial Investment (with saving plan)	Nil	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	0%
Cash	0 - 30%
International shares	70 - 120%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.05%
Buy / Sell Spread	0.3% / 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: September 2000

Unit Pricing

As at 12/11/2024

Entry 3.611

Exit 3.600

View Price History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	3.01%	3.01%
3 month	1.39%	1.39%
6 month	6.62%	6.62%
1 year	17.90%	17.90%
3 year	10.84%	10.84%
5 year	9.86%	9.86%
10 year	9.05%	9.05%

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 outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	International shares
Minimum Initial Investment	$3,000
Minimum Initial Investment (with saving plan)	$1,500	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	0%
Cash	0 - 30%
International shares	70 - 120%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.03%
Buy / Sell Spread	0.3% / 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 1.285

Exit 1.281

View Price History

Distributions

Frequency

Yearly

Cents per Unit

11.165

Reinvestment Price

1.184

View Distribution History

Performance

As at 31/10/2024

Returns

As at 31/10/2024

	Growth (%)	Distributions	Total (%)
1 month	3.30%	--	3.30%
3 month	1.67%	--	1.67%
6 month	-2.08%	9.24%	7.16%
1 year	9.43%	10.32%	19.75%
3 year	2.76%	8.98%	11.74%
5 year	4.28%	6.33%	10.61%
10 year	-0.21%	9.59%	9.38%

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 outperform the MSCI World ex Australia Net Total Return Index (AUD) with lower risk (before fees and taxes) over rolling three-year periods.
Minimum Suggested Timeframe	5 years or longer
Fund Manager	Perpetual Investment Management Limited
Asset Class	International shares
Minimum Initial Investment	$2,000
Minimum Initial Investment (with saving plan)	$1,000	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	0%
Cash	0 - 30%
International shares	70 - 120%

Yearly

June 30

Entry	0
Exit	0
Management Cost (p.a.)	1.08%
Buy / Sell Spread	0.3% / 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.