InvestSMART

Managed Funds

Try our compare your fund tool.

OR


Search Results

Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Term Allocated Pension - Perpetual Conservative Growth PER0337AU starstarstar Multisector Moderate 1.44% 6.02% 5.66%
Perpetual WealthFocus Term Allocated Pension - Perpetual Diversified Growth PER0338AU starstarstar Multisector Balanced 2.12% 7.41% 6.63%
Perpetual WealthFocus Term Allocated Pension - Perpetual Diversified Income PER0339AU starstarstarstar Diversified Credit 1.21% 5.16% 6.36%
Perpetual WealthFocus Term Allocated Pension - Perpetual Global Allocation Alp PER0349AU starstarstar Equity World Large Blend -1.57% 4.92% 13.46%
Perpetual WealthFocus Term Allocated Pension - Perpetual Industrial Shares PER0342AU starstarstar Equity Australia Large Value -1.68% 0.15% 10.24%
Perpetual WealthFocus Term Allocated Pension - Perpetual Small Companies PER0348AU starstarstarstar Equity Australia Mid/Small Blend 1.36% 25.01% 11.31%
Perpetual WealthFocus Term Allocated Pension - Schroder Fixed Income PER0387AU starstarstarstar Bonds - Australia 0.95% 3.52% 4.07%
Perpetual WealthFocus Term Allocated Pension - T. Rowe Price Global Equities PER0433AU starstarstarstar Equity World Large Growth -5.15% 2.14% 15.08%
Perpetual WealthFocus Term Allocated Pension - Vanguard Australian Fixed Interest Index PER0359AU starstarstar 0.36% 2.69% 3.19%
Perpetual WealthFocus Term Allocated Pension - Vanguard Australian Index starstarstar Equity Australia Large Blend 7.23% 16.95% 12.71%
Perpetual WealthFocus Term Allocated Pension - Vanguard International Shares Index Hedged PER0360AU starstarstar Equity World - Currency Hedged 3.01% 18.08% 18.92%
Perpetual WealthFocus Term Allocated Pension - Vanguard Property Securities Index PER0361AU starstarstar Equity Australia Real Estate -4.10% 4.68% 9.08%
Perpetual WF IA Vanguard International Shares Index PER4543AU starstarstar Equity World Large Blend -4.73% 5.53% 18.18%
Perpetual Wholesale International Share PER0050AU starstarstarstar Equity World Large Value 1.50% 9.21% 13.93%
WealthFocus Barrow Hanley Global Share PER0031AU starstarstarstar 1.40% 8.89% 13.64%
WealthFocus Perpetual Diversified Income PER0284AU starstarstarstar Diversified Credit 1.22% 5.20% 6.38%
WealthFocus Perpetual Industrial Share PER0011AU starstarstar Equity Australia Large Value -1.99% -0.88% 9.09%
Perpetual Balanced Growth NEF (Closed) PER0101AU starstarstar Multisector Growth 3.94% 2.80% 7.23%
Perpetual Income Series Monthly Income (Closed) PER0002AU starstarstar Mortgages 0.70% 3.46% 3.73%
Perpetual Select Fixed Income Fund - PPSW (Closed) PER0682AU starstarstar Bonds - Global / Australia -3.60% -7.68% -1.58%
Perpetual Select Geared Australian Shares Fund (Closed) PER0397AU starstarstar Equity Australia Large Geared 2.53% -31.83% -5.35%
Perpetual Select Investment Balanced (Closed) PER0679AU starstarstarstar Multisector Balanced -5.98% -6.43% 2.62%
Perpetual Select Investment Conservative (Closed) PER0677AU starstarstar Multisector Moderate -4.58% -6.20% 0.84%
Perpetual Select Investment Diversified (Closed) PER0678AU starstarstar Multisector Balanced -5.41% -5.95% 1.77%
Perpetual Select Investment Growth (Closed) PER0680AU starstarstarstar Multisector Growth -6.47% -6.46% 3.33%

101 - 125 of 189 results

Page 5 of 8

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.