InvestSMART

Perpetual Growth Opportunities - Managed Fund

Fund Objective
The fund aims to achieve the investment objective by constructing a portfolio of Australian and international opportunistic growth investments that have a low correlation to listed equity markets.
Fund Strategy
The fund aims to achieve the investment objective by constructing a portfolio of Australian and international opportunistic growth investments that have a low correlation to listed equity markets.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -0.29% 0.65% 1.86% 2.13% 4.69% 3.93% 6.95% 5.33%
Growth return -0.29% 0.65% 1.86% -0.86% 2.59% 1.96% 3.84% 1.09%
Income return 0% 0% 0% 2.99% 2.1% 1.97% 3.11% 4.24%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.31% 0.92% 1.82% 3.77% 4.09% 4.08% 2.82% 2.12%
As at 31 Dec 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual Growth Opportunities
Cash
10.32%
Alternatives
89.68%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Average Allocation of Peers
Cash
55.32%
Alternatives
18.77%
Australian Equities
5.86%
International Equities
2.19%
Property & Infrastructure
2%
Fixed Interest
15.87%

General Information

Fund Details
Type Description
Perpetual Growth Opportunities
Perpetual Investment Management Ltd
PER0437AU
Alternative - Multistrategy
Not Rated
Investment Fund
6 Mar 2008
$639013522 million (as at 31 Dec 2025)
$1.48912 (as at 31 Dec 2025)
$1.48838 (as at 31 Dec 2025)
Open
Offer information
Type Description
MER 3.31% (as at 30 Jun 2025)
Indirect Cost Ratio (ICR) - Estimated 3.03% (as at 30 Jun 2025) (Estimated)
Performance fee (included in ICR) 0.77
Minimum initial investment $10,000.00
Minimum additional investments $2,000.00
Minimum redemption amount
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FAQs about the Perpetual Growth Opportunities

The objective of the Perpetual Growth Opportunities managed fund is The fund aims to achieve the investment objective by constructing a portfolio of Australian and international opportunistic growth investments that have a low correlation to listed equity markets.

The strategy of the Perpetual Growth Opportunities managed fund is The fund aims to achieve the investment objective by constructing a portfolio of Australian and international opportunistic growth investments that have a low correlation to listed equity markets.

The APIR code of the Perpetual Growth Opportunities managed fund is PER0437AU.

Perpetual Growth Opportunities’s total return last month was -0.29%. This was made up of a growth return of -0.29% and an income return of 0%. These returns were calculated as at 31 Dec 2025.

Perpetual Growth Opportunities’s total return for the last three months was 0.65%. This was made up of a growth return of 0.65% and an income return of 0%%. These returns were calculated as at 31 Dec 2025.

Perpetual Growth Opportunities’s one-year total return is 2.13%. This was made up of a growth return of -0.86% and an income return of 2.99%. These returns were calculated as at 31 Dec 2025.

Perpetual Growth Opportunities’s one-year total return is 3.93%. This was made up of a growth return of 1.96% and an income return of 1.97%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the Perpetual Growth Opportunities managed fund is :

Cash
10.32%
Alternatives
89.68%
Australian Equities
0%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Perpetual Growth Opportunities managed fund is Perpetual Investment Management Ltd.

The Perpetual Growth Opportunities managed fund belongs to the Alternative - Multistrategy sector/asset class.

As at 31 Dec 2025, the size of the Perpetual Growth Opportunities managed fund was $639013522 million.

The Perpetual Growth Opportunities managed fund has an inception date of 6 Mar 2008.

The current entry price of the Perpetual Growth Opportunities managed fund is $1.48912 per unit and the current exit price is $1.48838 per unit (as at 31 Dec 2025).

The current exit price of the Perpetual Growth Opportunities managed fund is $1.48838 per unit and the current entry price is $1.48912 per unit (as at 31 Dec 2025).

The minimum initial investment amount for the Perpetual Growth Opportunities managed fund is $10,000. Minimum additional investment is $2000.

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.