Managed Funds

Search Results

Fund name	APIR	Morningstar rating	Sector	Returns
Fund name	APIR	Morningstar rating	Sector	3 Mth.	1 Yr.	3 Yr.
Perpetual WealthFocus Pension - Onepath Tax Effective Income (Closed)	PER0097AU		Multisector Growth	2.68%	6.25%	5.48%
Perpetual WealthFocus Pension - Perennial Value Shares (Closed)	PER0294AU		Equity Australia Large Value	-1.64%	-6.02%	6.32%
Perpetual WealthFocus Pension - Perpetual Dynamic Fixed Income (Closed)	PER0740AU		Diversified Credit	2.36%	5.80%	1.17%
Perpetual WealthFocus Pension - Perpetual Global Resources (Closed)	PER0442AU	Not Rated	Equity Global Resources	5.01%	16.16%	-0.93%
Perpetual WealthFocus Pension - Perpetual Mortgage (Closed)	PER0131AU		Mortgages	-0.25%	4.08%	2.68%
Perpetual WealthFocus Pension - Perpetual Property Securities (Closed)	PER0007AU		Equity Australia Real Estate	1.70%	30.80%	12.57%
Perpetual WealthFocus Pension - Platinum Asia (Closed)	PER0370AU		Equity Asia Pacific w/o Japan	3.47%	2.05%	-4.97%
Perpetual WealthFocus Pension - Platinum International (Closed)	PER0149AU		Equity World Large Value	0.88%	8.77%	3.76%
Perpetual WealthFocus Pension - Premium China (Closed)	PER0526AU	Not Rated	Equity Greater China	28.53%	69.76%	24.10%
Perpetual WealthFocus Pension - Property Income (Closed)	PER0273AU		Equity Australia Real Estate	1.86%	18.10%	10.74%
Perpetual WealthFocus Pension - Qut Investment Alp Cor (Closed)	PER0126AU		Equity Australia Large Blend	5.26%	0.50%	-7.57%
Perpetual WealthFocus Pension - RREEF Global Property Securities (Closed)	PER0371AU		Equity Global Real Estate	0.83%	5.11%	9.45%
Perpetual WealthFocus Pension - Schroder Australian Equities (Closed)	PER0150AU		Equity Australia Large Blend	8.82%	10.20%	11.09%
Perpetual WealthFocus Pension - Schroder Balanced (Closed)	PER0151AU		Multisector Growth	7.83%	11.50%	5.40%
Perpetual WealthFocus Pension - Schroder Global Emerging Market (Closed)	PER0527AU		Equity Emerging Markets	6.78%	25.04%	12.08%
Perpetual WealthFocus Pension - Solaris Core Australian Equities (Closed)	PER0090AU		Equity Australia Large Blend	0.03%	1.09%	10.43%
Perpetual WealthFocus Pension - Templeton Global Equity (Closed)	PER0156AU		Equity World Large Value	9.08%	18.45%	24.03%
Perpetual WealthFocus Pension - UBS Defensive Investment (Closed)	PER0154AU		Multisector Moderate	0.88%	0.05%	2.70%
Perpetual WealthFocus Pension - van Eyk Blueprint Balance (Closed)	PER0517AU		Multisector Growth	-2.58%	-0.92%	4.88%
Perpetual WealthFocus Pension - van Eyk Blueprint High Growth (Closed)	PER0519AU		Multisector Aggressive	-2.33%	0.08%	7.03%
Perpetual WealthFocus Pension - van Eyk Capital Balanced (Closed)	PER0518AU		Multisector Moderate	-2.26%	0.86%	4.01%
Perpetual WealthFocus Pension - Walter Scott Global Equities Hedged (Closed)	PER0529AU		Equity World Large Growth	2.26%	0.88%	11.47%
Perpetual WealthFocus Pension - Zurich Investment Global Thematic (Closed)	PER0530AU		Equity World Large Growth	3.66%	4.58%	6.27%
Perpetual WealthFocus Pension Global Investment Shares (Closed)	PER1359AU	Not Rated	Equity World Large Blend	-7.17%	33.23%	n/a
Perpetual WealthFocus Sup Global Investment Shares (Closed)	PER4179AU	Not Rated	Equity World Large Blend	-5.98%	33.50%	n/a

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.