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  5. Perpetual WealthFocus Pension - Perpetual Geared Australian - Managed fund profile

Perpetual WealthFocus Pension - Perpetual Geared Australian - Managed Fund

Fund Objective
Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
Fund Strategy
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and in the case of industrial shares, recurring earnings.

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 6.01% 13.48% 14.66% 12.34% 12.97% 12.99% 23.35% 12.94%
Growth return 6.01% 13.48% 14.66% 12.34% 12.97% 12.99% 23.35% 12.94%
Income return 0% 0% 0% 0% 0% 0% 0% 0%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual WealthFocus Pension - Perpetual Geared Australian
Australian Equities
185.38%
International Equities
37.05%
Cash
-122.43%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.42%
International Equities
5.11%
Cash
-0.77%
Property & Infrastructure
1.40%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Perpetual WealthFocus Pension - Perpetual Geared Australian
Perpetual Superannuation Limited
PER0147AU
Equity Australia Large Geared
starstar (as at 31 Aug 2025)
Allocated Pension
29 Oct 2003
$3.26 million (as at 30 Jun 2025)
$13.47287 (as at 24 Sep 2025)
$13.39252 (as at 24 Sep 2025)
Open
Offer information
Type Description
MER 2.43% (as at 12 May 2025)
Indirect Cost Ratio (ICR) 2.43% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $1,000.00
Minimum additional investments
Minimum redemption amount $1,000.00

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Commonwealth Bank of Australia Equity 20.98%
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FAQs about the Perpetual WealthFocus Pension - Perpetual Geared Australian

The objective of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is Aims to enhance long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares. The fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

The strategy of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual's priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and in the case of industrial shares, recurring earnings.

The APIR code of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is PER0147AU.

Perpetual WealthFocus Pension - Perpetual Geared Australian’s total return last month was 6.01%. This was made up of a growth return of 6.01% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Pension - Perpetual Geared Australian’s total return for the last three months was 13.48%. This was made up of a growth return of 13.48% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Pension - Perpetual Geared Australian’s one-year total return is 12.34%. This was made up of a growth return of 12.34% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Pension - Perpetual Geared Australian’s one-year total return is 12.99%. This was made up of a growth return of 12.99% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is :

Australian Equities
185.38%
International Equities
37.05%
Cash
-122.43%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is Perpetual Superannuation Limited.

The Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund belongs to the Equity Australia Large Geared sector/asset class.

As at 30 Jun 2025, the size of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund was $3.26 million.

The Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund has an inception date of 29 Oct 2003.

The current entry price of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is $13.47287 per unit and the current exit price is $13.39252 per unit (as at 24 Sep 2025).

The current exit price of the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is $13.39252 per unit and the current entry price is $13.47287 per unit (as at 24 Sep 2025).

The minimum initial investment amount for the Perpetual WealthFocus Pension - Perpetual Geared Australian managed fund is $1,000. Minimum additional investment is $0.

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.