Perpetual WealthFocus Investment Advantage - Pendal Australian Equity - Managed Fund (Closed)

The objective of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is Aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 Accumulation Index over the medium-to-long term. There is a medium to high risk of losing money in any year. The fund is likely to produce higher returns over the long term.

The strategy of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is The fund is an actively managed portfolio and is designed for investors who want the potential for long term capital growth, tax effective income and diversification across a broad range of Australian companies and industries, and are prepared to accept higher variability of returns. The fund may also hold cash and may use derivatives.

The APIR code of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is PER0461AU.

Perpetual WealthFocus Investment Advantage - Pendal Australian Equity’s total return last month was 0.6%. This was made up of a growth return of 0.14% and an income return of 0.46%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Pendal Australian Equity’s total return for the last three months was 8.35%. This was made up of a growth return of 7.45% and an income return of 0.9%%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Pendal Australian Equity’s one-year total return is 10.88%. This was made up of a growth return of 2.72% and an income return of 8.16%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Investment Advantage - Pendal Australian Equity’s one-year total return is 8.36%. This was made up of a growth return of -1.05% and an income return of 9.41%. These returns were calculated as at 29 Feb 2024.

The asset allocation of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is :

The Responsible Entity for the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 29 Feb 2024, the size of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund was $8.09 million.

The Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund has an inception date of 10 Nov 2008.

The current entry price of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is $1.3727 per unit and the current exit price is $1.3727 per unit (as at 12 Mar 2024).

The current exit price of the Perpetual WealthFocus Investment Advantage - Pendal Australian Equity managed fund is $1.3727 per unit and the current entry price is $1.3727 per unit (as at 12 Mar 2024).

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