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Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth - Managed Fund

Fund Objective
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock has globally within the context of Australian based ‘balanced’ investment portfolio.
Fund Strategy
The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock has globally within the context of Australian based ‘balanced’ investment portfolio.

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 -4.68% -1.36% 0.12% 10.72% 9.69% 10.82% 7.96% 8.09%
Growth return -4.61% -1.14% -4.51% 3.3% 0.19% 1.74% 0.06% 0.27%
Income return -0.07% -0.22% 4.63% 7.42% 9.5% 9.08% 7.9% 7.82%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -4.57% -2.61% -1.66% 8.89% 7.12% 9.47% 6.78% 7.89%
As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth
Australian Equities
19.40%
International Equities
40.60%
Cash
7.05%
Property & Infrastructure
3.09%
Fixed Interest
29.85%
Alternatives
0%
Average Allocation of Peers
Australian Equities
27.83%
International Equities
35.13%
Cash
5.03%
Property & Infrastructure
6.04%
Fixed Interest
20.68%
Alternatives
5.28%

General Information

Fund Details
Type Description
Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth
Perpetual Investment Management Ltd
PER0459AU
Multisector Growth
starstarstarstarstar (as at 31 Mar 2026)
Investment Fund
10 Nov 2008
$9.62 million (as at 15 Apr 2026)
$1.19478 (as at 15 Apr 2026)
$1.19192 (as at 15 Apr 2026)
Open
Offer information
Type Description
MER 0.90% (as at 23 Oct 2025)
Indirect Cost Ratio (ICR) 0.89% (as at 30 Jun 2025)
Minimum initial investment $2,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026) Type % of Portfolio
Blkrock Tactical Grwth Fnd Class X 99.96%
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FAQs about the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth

The objective of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock has globally within the context of Australian based ‘balanced’ investment portfolio.

The strategy of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is The fund aims to provide investors with a diversified exposure to the best investment teams and strategies that BlackRock has globally within the context of Australian based ‘balanced’ investment portfolio.

The APIR code of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is PER0459AU.

Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth’s total return last month was -4.68%. This was made up of a growth return of -4.61% and an income return of -0.07%. These returns were calculated as at 31 Mar 2026.

Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth’s total return for the last three months was -1.36%. This was made up of a growth return of -1.14% and an income return of -0.22%%. These returns were calculated as at 31 Mar 2026.

Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth’s one-year total return is 10.72%. This was made up of a growth return of 3.3% and an income return of 7.42%. These returns were calculated as at 31 Mar 2026.

Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth’s one-year total return is 10.82%. This was made up of a growth return of 1.74% and an income return of 9.08%. These returns were calculated as at 31 Mar 2026.

The asset allocation of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is :

Australian Equities
19.40%
International Equities
40.60%
Cash
7.05%
Property & Infrastructure
3.09%
Fixed Interest
29.85%
Alternatives
0%

The Responsible Entity for the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund belongs to the Multisector Growth sector/asset class.

As at 15 Apr 2026, the size of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund was $9.62 million.

The Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund has an inception date of 10 Nov 2008.

The current entry price of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is $1.19478 per unit and the current exit price is $1.19192 per unit (as at 15 Apr 2026).

The current exit price of the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is $1.19192 per unit and the current entry price is $1.19478 per unit (as at 15 Apr 2026).

The minimum initial investment amount for the Perpetual WealthFocus Investment Advantage - BlackRock Tactical Growth managed fund is $2,000. Minimum additional investment is $1000.

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.