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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Term Allocated Pension - BT Property Securities (Closed) PER0315AU starstarstarstarstar Equity Australia Real Estate 17.58% 16.32% 10.01%
Perpetual WealthFocus Term Allocated Pension - Ibbotson Australian Shares Active (Closed) PER0326AU starstarstar Equity Australia Large Blend 3.25% 16.38% 8.56%
Perpetual WealthFocus Term Allocated Pension - Ibbotson Balanced Growth (Closed) PER0327AU starstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Ibbotson Growth (Closed) PER0329AU starstarstar Multisector Growth 5.90% 10.43% 8.09%
Perpetual WealthFocus Term Allocated Pension - Maple-Brown Abbott Australian Shares (Closed) PER0305AU starstarstar Equity Australia Large Value 10.27% 25.10% 7.43%
Perpetual WealthFocus Term Allocated Pension - OnePath Diversified Fixed Interest (Closed) PER0432AU starstarstar Bonds - Global / Australia -3.21% -10.05% -3.64%
Perpetual WealthFocus Term Allocated Pension - Perennial Value Shares (Closed) PER0331AU starstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Perpetual Mortgage (Closed) PER0350AU starstarstarstar Mortgages -0.25% 4.08% 2.68%
Perpetual WealthFocus Term Allocated Pension - Schroder Australian Equities (Closed) PER0352AU starstarstar Equity Australia Large Blend 8.82% 10.20% 11.09%
Perpetual WealthFocus Term Allocated Pension - Solaris Core Australian Equities (Closed) PER0318AU starstarstarstar n/a n/a n/a
Perpetual WealthFocus Term Allocated Pension - Walter Scot Global Equities Hedged (Closed) starstarstar Equity World Large Growth 2.26% 0.88% 11.47%

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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.