Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders - Managed Fund (Closed)

The objective of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is The fund aims to outperform per annum over rolling three-year periods a composite benchmark. The fund invests in a portfolio of listed Australian equities that are primarily chosen from the S&P/ASX 300 Index, but generally exclude securities from the S&P/ASX 50 Leaders Index. The fund invests in small to medium cap stocks which possess potential for superior growth.

The strategy of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.

The APIR code of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is PER0451AU.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders’s total return last month was 3.9%. This was made up of a growth return of 3.35% and an income return of 0.55%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders’s total return for the last three months was 8.73%. This was made up of a growth return of 7.65% and an income return of 1.08%%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders’s one-year total return is 6.29%. This was made up of a growth return of 0.16% and an income return of 6.13%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders’s one-year total return is 5.6%. This was made up of a growth return of -7.79% and an income return of 13.39%. These returns were calculated as at 29 Feb 2024.

The asset allocation of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is :

The Responsible Entity for the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund belongs to the Equity Australia Mid/Small Growth sector/asset class.

As at 31 Dec 2023, the size of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund was $10.41 million.

The Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund has an inception date of 10 Nov 2008.

The current entry price of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is $1.23498 per unit and the current exit price is $1.23498 per unit (as at 12 Mar 2024).

The current exit price of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is $1.23498 per unit and the current entry price is $1.23498 per unit (as at 12 Mar 2024).

The minimum initial investment amount for the Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders managed fund is $2,000. Minimum additional investment is $1000.