Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares - Managed Fund
Fund Objective
Aims to provide long-term capital growth and regular income through investment in quality Australian industrial shares.Fund Strategy
Perpetual Investments researches companies of all sizes using consistent share selection criteria.Fund Performance Comparison
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- Peers
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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
Fund performance
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | -1.11% | -2.83% | 5.28% | 8.68% | 20.39% | 12.08% | 13.4% | 7.21% |
| Growth return | -1.11% | -3.08% | -4.27% | -3.24% | 10.64% | 2.98% | 4.9% | 0.04% |
| Income return | 0% | 0.25% | 9.55% | 11.92% | 9.75% | 9.1% | 8.5% | 7.17% |
|
Market index (S&P/ASX 200 TR AUD)
|
||||||||
| Total return | 0.39% | 2.7% | 11.09% | 12.46% | 18.51% | 13.08% | 12.64% | 9.68% |
General Information
Fund Details
| Type | Description |
| Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares | |
| Perpetual Investment Management Ltd | |
| PER0028AU | |
| Equity Australia Large Value | |
 (as at 31 Oct 2025) |
|
| Investment Fund | |
| 25 May 1995 | |
| $503.68 million (as at 30 Sep 2025) | |
| $1.9898 (as at 19 Nov 2025) | |
| $1.98503 (as at 19 Nov 2025) | |
| Open |
Offer information
| Type | Description |
| MER | 1.24% (as at 12 May 2025) |
| Indirect Cost Ratio (ICR) | 1.24% (as at 30 Jun 2024) |
| Performance fee (not included in ICR) | 0 |
| Minimum initial investment | $2,000.00 |
| Minimum additional investments | $1,000.00 |
| Minimum redemption amount | $1,000.00 |
Top 10 holdings (as at 31 Aug 2025)
| Holding (as at 31 Aug 2025) | Type | % of Portfolio |
| Commonwealth Bank of Australia | Equity | 11.41% |
| Login now to view the complete list of holdings. | ||
Your guide to next steps
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FAQs about the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares
What is the objective of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The objective of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is Aims to provide long-term capital growth and regular income through investment in quality Australian industrial shares.
What is the strategy for the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The strategy of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is Perpetual Investments researches companies of all sizes using consistent share selection criteria.
What is the APIR code of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The APIR code of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is PER0028AU.
What was Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s total return last month?
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s total return last month was -1.11%. This was made up of a growth return of -1.11% and an income return of 0%. These returns were calculated as at 31 Oct 2025.
What was Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s total return for the last three months?
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s total return for the last three months was -2.83%. This was made up of a growth return of -3.08% and an income return of 0.25%%. These returns were calculated as at 31 Oct 2025.
What is Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s one-year total return?
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s one-year total return is 8.68%. This was made up of a growth return of -3.24% and an income return of 11.92%. These returns were calculated as at 31 Oct 2025.
What is Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s three-year total return?
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares’s one-year total return is 12.08%. This was made up of a growth return of 2.98% and an income return of 9.1%. These returns were calculated as at 31 Oct 2025.
What is the asset allocation of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The asset allocation of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is :
- Australian Equities
- 89.04%
- International Equities
- 8.51%
- Cash
- 2.45%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Who is the responsible Entity of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The Responsible Entity for the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is Perpetual Investment Management Ltd.
What sector/asset class does the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund belong to?
The Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund belongs to the Equity Australia Large Value sector/asset class.
What is the size of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
As at 30 Sep 2025, the size of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund was $503.68 million.
What is the inception date of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund has an inception date of 25 May 1995.
What is the current entry price of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The current entry price of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is $1.9898 per unit and the current exit price is $1.98503 per unit (as at 19 Nov 2025).
What is the current exit price of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The current exit price of the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund is $1.98503 per unit and the current entry price is $1.9898 per unit (as at 19 Nov 2025).
What is the minimum investment amount for the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares managed fund?
The minimum initial investment amount for the Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares 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.
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