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Resources for Perpetual Private clients

Resources for Perpetual Private clients

Product Disclosure Statements

Insurance Products

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

Provider
AIA Priority Protection
Asteron Life
BT Protection Plan
Clearview ClearChoice
CommInsure
MLC Life
NEOS Life
OnePath
PPS Mutual
TAL
Zurich Wealth Protection
Zurich Active
Zurich Sumo
Managed Funds - Perpetual WealthFocus Super and Pension

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

Managed Funds - Perpetual WealthFocus Super
Fund Name
Constituents
APIR

Perpetual WealthFocus Super Plan Features Book

Perpetual Cash PER0027AU
Perpetual WealthFocus Super Plan Investment Book Schroder Fixed Income PER0381AU
  Macquarie Income Opportunities PER0231AU
  Perpetual Diversified Income PER0286AU
  Vanguard Australian Property Securities Index PER0235AU
  Fidelity Australian Equities PER0423AU
  Perpetual Australian Share PER0022AU
  Perpetual Industrial Share PER0023AU
  Schroder Australian Equities PER0226AU
  Vanguard Australian Shares Index PER0537AU
  Perpetual Smaller Companies PER0025AU
  Magellan Global PER0197AU
  MFS Global Equity PER0534AU
  Vanguard International Share Index (Hedged) PER0537AU
  Walter Scott Global Equity (Hedged) PER0538AU
  BlackRock Scientific Diversified Stable PER0205AU
  Perpetual Conservative Growth Fund PER0016AU
  Perpetual Diversified Growth Fund PER0123AU
  Perpetual Balanced Growth Fund PER0017AU
  BlackRock Scientific Diversified Growth PER0204AU

 

Managed Funds - Perpetual WealthFocus Pension
Fund Name
Constituents
APIR

Perpetual Wealthfocus Pension Plan - Features Book

Perpetual Cash PER0005AU
Perpetual WealthFocus Pension Plan - Investment Book Schroder Fixed Income PER0369AU
  Macquarie Income Opportunities PER0155AU
  Perpetual Diversified Income PER0285AU
  Vanguard Australian Property Securities Index PER0159AU
  Fidelity Australian Equities PER0416AU
  Perpetual Australian Share PER0014AU
  Perpetual Industrial Share PER0010AU
  Schroder Australian Equities PER0150AU
  Vanguard Australian Shares Index PER0159AU
  Aberdeen Actively Hedged International Equities PER0091AU
  Magellan Global PER0079AU
  MFS Global Equity PER0525AU
  Vanguard International Share Index (Hedged) PER0528AU
  Walter Scott Global Equity (Hedged) PER0529AU
  BlackRock Global Small Cap PER0133AU
  BlackRock Scientific Diversified Stable PER0087AU
  Perpetual Conservative Growth Fund PER0016AU
  Perpetual Diversified Growth Fund PER0129AU
  Perpetual Balanced Growth Fund PER0015AU
  BlackRock Scientific Diversified Growth PER0086AU

 

Managed Funds - Perpetual Select Investment

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.



Fund Name
Constituents
APIR

Select Investment Funds PDS

 Perpetual Select Fixed Income Fund

 PER0252AU

 

 Perpetual Select Real Estate Fund

 PER0254AU

 

 Perpetual Select Australian Share Fund

 PER0255AU

 

 Perpetual Select Intl Shares Fund

 PER0256AU

 

 Perpetual Select Diversified Fund

 PER0248AU

 

 Perpetual Select Balanced Fund

 PER0249AU

 

 Perpetual Select Growth Fund

 PER0251AU

 

 
 
 

 

 

Managed Funds - Perpetual Select Super and Pension

Fund Name
Constituents
APIR

Select Super & Pension

 Select Cash

 WDL0004AU

 

 Select Australian Share Fund

 WDL0001AU

 

 Select International Share Fund

 WDL0009AU

 

 Select Diversified Fund

 PER0636AU

 

 Select Australian Share Fund

 WDL0001AU

 

 Select International Share Fund

 WDL0009AU

 

 Select Conservative Fund

 WDL0005AU

 

 Select Diversified Fund

 PER0636AU

 

 Select Balanced Fund

 WDL0008AU

 

 Select Growth Fund

 WDL0008AU

 

 Select High Growth Fund

 WDL0006AU

 

 Select Cash

 WDL0014AU

 

 Select Conservative Fund

 WDL0015AU

 

 Select Diversified Fund

 PER0635AU

 

 Select Balanced Fund

 WDL0012AU

 

 Select Growth Fund

 WDL0018AU

 

To download a product disclosure statement (PDS), click on the relevant link below. If you need further assistance, contact your Senior Adviser directly.

Fund Name
Constituents
APIR

Generation Life Investment Bonds

 Macquarie Treasury Fund     

 ALL0004AU

 

 Tax Paid Term Deposits Portfolio  

 ALL0028AU

 

 PIMCO EQT Wholesale Australian Bond Fund 

 ALL0016AU

 

 PIMCO EQT Wholesale Global Bond Fund 

 ALL0008AU

 

 Schroder Credit Securities Fund 

 ALL0007AU

 

 Vanguard Australian Fixed Interest Index Fund 

 ALL0025AU

 

 Vanguard Australian Property Securities Index

 ALL0026AU

 

 Perpetual Industrial Fund

 ALL0026AU

 

 Perpetual Australian Share Fund

 ALL0009AU

 

 Perpetual Geared Australian Share 

 ALL0009AU

 

 Vanguard Australian Share Index  

 ALL0019AU

 

 Perpetual ESG Australian Share Fund (ASX:GIVE)

 ALL0023AU

 

 Vanguard International Shares Index  

 ALL0020AU

 

 Perpetual Balanced Growth

 ALL0010AU

 

Fund Name
Constituents
APIR

Perpetual Charitable and Community Investor Fund

 

 PER0392AU

Perpetual Charitable Endowment Fund

 

 PER0558AU

CFS Wholesale Equity Investment Solutions

   
 

 CFS Wholesale Australian Bond Fund

 FSF0027AU

 

 CFS Wholesale Equity Income Fund

 FSF0961AU

 

 CFS Wholesale Geared Share Fund

 FSF0043AU

Implemented Portfolios

   
 

 Implemented Australian Share Portfolio

 PER0708AU

 

 Implemented Fixed Income Portfolio

 PER0710AU

 

 Implemented Inter Share Portfolio

 PER0711AU

 

 Implemented Real Estate Portfolio

 PER0712AU

Perpetual Opportunities Funds

   
 

 Perpetual Growth Opportunities Fund

 PER0437AU

 

 Perpetual Income Opportunities Fund

 PER0436AU

Perpetual Private Income Funds

   
 

 Perpetual Exact Market Cash Fund

 PER0258AU

Perpetual Pure Series Funds

   
 

 Perpetual Pure Microcap Fund

 PER0704AU

 

 Perpetual Pure Value Share Fund

 PER0439AU

Perpetual Investment Funds

   
 

 Perpetual ESG Australian Share Fund

 PER0049AU

 

 Perpetual ESG Credit Income Fund

 PER1744AU

 

 Perpetual Concentrated Equity Fund

 PER0102AU

 

 Perpetual Diversified Income Fund

 PER0260AU

 

Perpetual ESG Australian Share Fund (Managed Fund) (ASX:GIVE)

 PER0116AU

 

 Perpetual Geared Australian Share Fund

 PER0071AU

 

 Perpetual High Grade Floating Rate Fund Class R

 PER0562AU

 

 Perpetual Industrial Share Fund

 PER0046AU

 

 Perpetual SHARE-PLUS Long-Short Fund

 PER0072AU

 

 Perpetual Smaller Companies Fund

 PER0048AU

 

Perpetual High Grade Floating Rate Fund - Class R

 PER0562AU

 

Perpetual ESG Credit Income Fund

 PER1744AU

 

Fund Name
 
APIR

Ausbil Australian Emerging Leaders Fund

 

AAP0104AU

Bennelong ex-20 Australian Equities Fund

 

BFL0004AU

Capital Group New Perspective Fund

 

CIM0006AU

Vanguard Australian Property Securities Index Fund

 

 VAN0004AU 

Vanguard Australian Shares Index Fund

 

 VAN0002AU 

Vanguard International Shares Index Fund

 

 VAN0003AU 

Vanguard International Shares Index Fund (Hedged)

 

 VAN0105AU

Alphinity Sustainable Share Fund

 

 HOW0121AU

Ardea Real Outcome

 

 HOW0098AU

Arrowstreet Global Equity Fund

 

 MAQ0464AU

Artisan Global Discovery Fund

 

 OPS8304AU

Barrow Hanley Global Equity Trust

 

 ETL0434AU

Bennelong Australian Equities Fund

 

 BFL0001AU

BlackRock Cash Fund (S Class Units)

 

BLK9445AU

BNP Paribas Green Bond Trust

 

 ETL0521AU

Colchester Global Government Bond Fund

 

 ETL5525AU

DNR Capital Australian Emerging Companies Fund

 

 PIM4357AU

GMO Climate Change Fund

 

GMO1979AU

Greencape Wholesale Broadcap Fund

 

 HOW0034AU

Greencape Wholesale High Conviction Fund

 

 HOW0035AU

Ironbark GCM Global Macro Fund

 

DEU0109AU

iShares Australian Equity Index Fund

 

BLK9675AU

iShares ESG Global Bond Index Fund

 

BLK4014AU

iShares ESG Australian Bond Fund

 

BLK3501AU

iShares International Equity Index Fund

 

BLK6390AU

iShares Hedged International Equity Index Fund

 

BLK7938AU

iShares Wholesale Australian Listed Property Index Fund

 

 BLK4709AU

iShares Wholesale Australian Bond Index Fund

 

 BLK1402AU

iShares Wholesale Global Bond Index Fund

 

 BLK4812AU

iShares Wholesale Global Listed Property Index Fund

 

BLK9419AU

Janus Henderson Australian Fixed Interest Fund

 

 IOF0113AU

Janus Henderson Tactical Income Trust

 

IOF0145AU

Lazard Global Listed Infrastructure Fund

 

 LAZ0014AU

Legg Mason Western Asset Global Bond Fund

 

 SSB8320AU

Macquarie True Index Australian Fixed Interest Fund

 

 MAQ0211AU

Magellan Infrastructure Fund

 

 MGE0002AU

Martin Currie Real Income Fund

 

SSB0026AU

MFS Fully Hedged Global Equity Trust

 

 ETL0041AU

MFS Global Equity Trust

 

 MIA0001AU

Pendal Sustainable Australian Share Fund

 

 WFS0285AU

Perpetual Wealthfocus Investment - Industrial Share Fund

 

 PER0011AU

PIMCO Income Fund

 

ETL0458AU

PineBridge Global Dynamic Asset Allocation Fund

 

 PER0731AU

Resolution Capital Global Property Securities Fund

 

 WHT0015AU

Resolution Capital Global Property Securities Fund (Unhedged) - Series II

 

 IOF0184AU

Ruffer Total Return International - Australia Fund

 

PIM1038AU

Schroder Wholesale Australian Equity Fund

 

 SCH0101AU

Selector Australian Equities Fund

 

 DDH0002AU

Tribeca Australian Smaller Companies Fund Class A

 

 ETL0052AU

Trillium Global Sustainable Opportunities Fund

 

 PER4964AU

T.Rowe Price Global Equity Fund

 

 ETL0071AU

UBS Clarion Global Property Securities Fund

 

 HML0016AU

UBS Diversified Fixed Income Fund

 

SBC0007AU

Vanguard Int Property Securities Index Unhedged

 

 VAN0018AU

Walter Scott Global Equity Fund

 

 MAQ0410AU

Zurich Investments Australian Properties Securities Fund

 

 ZUR0064AU

Pengana Emerging Companies Fund

 

 PER0270AU

Russell Australian Opportunities Fund

 

 RIM0029AU

Russell Global Opportunities Fund

 

 RIM0032AU

Russell International Shares Fund - Class A

 

 RIM0008AU

Stewart Investors Worldwide Sustainability Fund – Class A

 

 FSF1675AU 

Sustainable Growth Advisors Growth Fund

 

 PIM3026AU

 

Term Deposits
Term Deposits
Provider
 

 ANZ Banking Group

 

 Macquarie Bank

 

 National Australia Bank

 

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