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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Wholesale Geared International Shares (Closed) PER0402AU Not Rated Miscellaneous -8.21% -5.46% -19.17%
Perpetual Wholesale Global Resources A (Closed) PER0520AU starstar Equity Global Resources 5.23% 17.10% -0.17%
Perpetual Wholesale Global Resources B (Closed) PER0521AU starstarstar Equity Global Resources 5.27% 17.28% -0.05%
Perpetual Wholesale Global Share Hedged (Closed) PER0752AU star Equity World - Currency Hedged 85.64% 70.99% 22.58%
Perpetual Wholesale Monthly Income (Closed) PER0106AU starstarstarstar Mortgages -0.19% 5.17% 3.45%
Perpetual Wholesale Property Income (Closed) PER0266AU starstarstarstar Equity Australia Real Estate 2.12% 19.40% 11.96%
Perpetual Wholesale Property Securities (Closed) PER0070AU starstar Equity Australia Real Estate -0.65% 20.35% 12.06%
Perpetual Wholesale Protected Australian Shares (Closed) PER0269AU starstar Equity Australia Large Value 0.40% -9.41% -7.47%
Perpetual Wholesale Qut Investment Alp Cor T2 (Closed) PER0115AU starstarstar Equity Australia Large Blend 5.46% 0.25% -9.10%
Perpetual Yen Bond (Closed) Not Rated Bonds - Global 7.77% 27.61% n/a
Peters MacGregor Global (Closed) WPC0002AU starstarstar Equity World Large Value -6.27% -16.28% 0.90%
PFT Feeder PCF4896AU Not Rated Mortgages 2.66% 10.92% n/a
PIC Wholesale 0/100 Portfolio MLC0774AU starstarstarstarstar Bonds - Global / Australia 0.97% 6.57% 2.07%
PIC Wholesale 100/0 Portfolio MLC0779AU starstarstarstarstar Multisector Aggressive 0.12% 14.13% 6.26%
PIC Wholesale 130/0 Portfolio MLC0780AU starstarstarstarstar Multisector Aggressive -0.19% 17.99% 7.33%
PIC Wholesale 30/70 Portfolio MLC0775AU starstarstarstar Multisector Moderate 0.30% 7.85% 3.04%
PIC Wholesale 50/50 Portfolio MLC0776AU starstarstarstar Multisector Balanced 0.31% 9.52% 3.74%
PIC Wholesale 70/30 Portfolio MLC0777AU starstarstarstar Multisector Growth 0.27% 11.43% 4.34%
PIC Wholesale 85/15 Portfolio MLC0778AU starstarstar Multisector Aggressive 0.29% 12.97% 5.40%
PIC Wholesale Australian Share MLC0768AU starstarstarstar Equity Australia Large Blend -1.22% 11.54% 6.45%
PIC Wholesale Australian Shares Growth Style (Closed) MLC0769AU starstarstarstar Equity Australia Large Growth 1.65% 3.81% 10.09%
PIC Wholesale Australian Shares Value Style (Closed) MLC0770AU starstarstar Equity Australia Large Value 1.22% 3.58% 10.48%
PIC Wholesale Diversified Debt MLC0840AU starstarstar Bonds - Global / Australia -0.25% 4.20% -1.94%
PIC Wholesale Global Property MLC0788AU star Equity Global Real Estate -1.73% 4.75% -4.30%
PIC Wholesale Global Share MLC0771AU starstarstar Equity World Large Blend 0.37% 19.43% 9.05%

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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.