Australian Equities

Investment Type

Investment Product

Investment Type & Product

Perpetual Select Account Based Pension Plan

Perpetual Select Term Allocated Pension Plan

Perpetual Select Super Plan

Pricing & Performance

Fund Commencement: April 1997

Unit Pricing

As at 14/09/2023

Entry 116.871

Exit 116.568

View Price History

Returns

As at 31/08/2023

	Growth (%)	Total (%)
1 month	--	-0.89%
3 month	--	3.82%
6 month	--	4.47%
1 year	--	7.97%
3 year	--	10.79%
5 year	--	5.98%
10 year	--	7.21%

Documents & Resources

Fund Profile Perpetual_Select_Super_Plan_and_Pension_Plan_PDS.pdf Perpetual Select Super Plan and Pension Plan transaction costs

Investment Approach

The investment option combines specialist investment managers with different investment styles and philosophies. This can help reduce the volatility of the investment option by avoiding over exposure to a particular specialist investment manager. Derivatives may be used in managing the investment option.

Details & Fees

Investment Objective	Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) 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	80 - 100%
Cash	0 - 20%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.22%
Buy / Sell Spread	0.26% / Nil
Management Notes	Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

How to Invest

Perpetual Select Account Based Pension Plan Download application form

Perpetual Select Account Based Pension Plan Additional investment form

The Perpetual Select Pension Plan is designed for retirees who need a regular income. It offers an account based pension or transition to retirement pension.

New applications to invest in Perpetual Select Account Based Pension Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

Continuous disclosure and important updates for Perpetual Select Pension

Pricing & Performance

Fund Commencement: December 1994

Unit Pricing

As at 14/09/2023

Entry 116.871

Exit 116.568

View Price History

Performance

As at 31/08/2023

Returns

As at 31/08/2023

	Growth (%)	Total (%)
1 month	-0.89%	-0.89%
3 month	3.82%	3.82%
6 month	4.47%	4.47%
1 year	7.97%	7.97%
3 year	10.79%	10.79%
5 year	5.98%	5.98%
10 year	7.21%	7.21%

Documents & Resources

Fund Profile

Investment Approach

Details & Fees

Investment Objective	Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) 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	Nil
Minimum Initial Investment (with saving plan)	Nil	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	80 - 100%
Cash	0 - 20%

N/A

Entry	up to 4%
Exit	N/A
Management Cost (p.a.)	2.24%%
Buy / Sell Spread	0.3% / Nil
Management Notes	Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

Pricing & Performance

Fund Commencement: December 1994

Unit Pricing

As at 07/11/2024

Entry 104.587

Exit 104.315

View Price History

Returns

As at 31/10/2024

	Growth (%)	Total (%)
1 month	--	-1.76%
3 month	--	1.24%
6 month	--	6.38%
1 year	--	22.76%
3 year	--	6.59%
5 year	--	7.07%
10 year	--	6.55%

Documents & Resources

Fund Profile Perpetual_Select_Super_Plan_and_Pension_Plan_PDS.pdf Perpetual Select Super Plan and Pension Plan transaction costs Select Super Plan Insurance Application Select Super Plan additional investment and features form

Investment Approach

Details & Fees

Investment Objective	Aims to: - provide members with long-term growth and income through investment in a diversified portfolio of Australian shares - outperform the S&P/ASX 300 Accumulation Index (before fees and after tax) 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)	$3,000	Monthly Minimum	Nil
Minimum Additional Investment	Nil

Australian shares	80 - 100%
Cash	0 - 20%

N/A

Entry	0
Exit	0
Management Cost (p.a.)	1.22%
Buy / Sell Spread	0.26% / Nil
Management Notes	Due to changes in ASIC Class Order [CO 14/1252], we have updated our disclosure in respect of the estimated management cost of the Fund. This amount includes estimated indirect costs which are paid by the Fund, and are not a direct cost to you. The management fee you pay to Perpetual has not changed.

How to Invest

Perpetual Select Super Plan application Download application form

Perpetual Select Super Plan additional investment download application form

Perpetual Select Super Plan is designed for employees, employers and the self-employed who want a super fund that is easy to use.

New applications to invest in Perpetual Select Super Plan can be made via the post where completed application & documents should be sent to the address below. Before applying, please review the Product Disclosure Statement (PDS) and other offer documents and consider your investment option carefully.

To make an additional investment in your Perpetual Select Pension Plan, or to modify your fund, applications can be made via the post where the completed forms should be sent to the address below.

Perpetual Select Super Plan and Pension Plan

GPO Box 4171, Sydney NSW 2001

Information on Customer Identification Requirements

Retirement Forms, PDSs and Offer Documents

Find out more about Superannuation and retirement

Perpetual select pension updates

Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or Perpetual Superannuation Limited ABN 84 008 416 831 AFSL 225246 are the issuers of the Funds. you should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest. The product disclosure statements and target market determinations for the Funds are available on this website.

Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.

Australia and New Zealand

The 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.

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Americas

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Singapore

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.

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United Kingdom

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.

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Europe

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