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  5. Perpetual WealthFocus Super - BT Australian Share - Managed fund profile

Perpetual WealthFocus Super - BT Australian Share - Managed Fund (Closed)

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 0.66% 7.84% 6.46% 11.15% 8.37% 8.99% 8.5% 7.74%
Growth return 0.66% 7.84% 6.46% 11.15% 8.37% 8.99% 8.5% 7.74%
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 29 Feb 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual WealthFocus Super - BT Australian Share
Australian Equities
98.77%
Cash
1.23%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.72%
Cash
-0.78%
International Equities
4.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Perpetual WealthFocus Super - BT Australian Share
Closed
Perpetual Superannuation Limited
PER0421AU
Equity Australia Large Blend
starstarstar (as at 29 Feb 2024)
Superannuation Fund
17 Dec 2007
$4.42 million (as at 29 Feb 2024)
$2.70544 (as at 12 Mar 2024)
$2.70544 (as at 12 Mar 2024)
Finalised
Offer information
Type Description
MER 0.99% (as at 15 Dec 2022)
Indirect Cost Ratio (ICR) 0.99% (as at 30 Jun 2022)
Performance fee (not included in ICR) 0
Minimum initial investment $1,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Bt Invest Mgnt Mutual Fund - Open End 11.29%
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FAQs about the Perpetual WealthFocus Super - BT Australian Share

The objective of the Perpetual WealthFocus Super - BT Australian Share managed fund is

The strategy of the Perpetual WealthFocus Super - BT Australian Share managed fund is

The APIR code of the Perpetual WealthFocus Super - BT Australian Share managed fund is PER0421AU.

Perpetual WealthFocus Super - BT Australian Share’s total return last month was 0.66%. This was made up of a growth return of 0.66% and an income return of 0%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Super - BT Australian Share’s total return for the last three months was 7.84%. This was made up of a growth return of 7.84% and an income return of 0%%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Super - BT Australian Share’s one-year total return is 11.15%. This was made up of a growth return of 11.15% and an income return of 0%. These returns were calculated as at 29 Feb 2024.

Perpetual WealthFocus Super - BT Australian Share’s one-year total return is 8.99%. This was made up of a growth return of 8.99% and an income return of 0%. These returns were calculated as at 29 Feb 2024.

The asset allocation of the Perpetual WealthFocus Super - BT Australian Share managed fund is :

Australian Equities
98.77%
Cash
1.23%
International Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Perpetual WealthFocus Super - BT Australian Share managed fund is Perpetual Superannuation Limited.

The Perpetual WealthFocus Super - BT Australian Share managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 29 Feb 2024, the size of the Perpetual WealthFocus Super - BT Australian Share managed fund was $4.42 million.

The Perpetual WealthFocus Super - BT Australian Share managed fund has an inception date of 17 Dec 2007.

The current entry price of the Perpetual WealthFocus Super - BT Australian Share managed fund is $2.70544 per unit and the current exit price is $2.70544 per unit (as at 12 Mar 2024).

The current exit price of the Perpetual WealthFocus Super - BT Australian Share managed fund is $2.70544 per unit and the current entry price is $2.70544 per unit (as at 12 Mar 2024).

The minimum initial investment amount for the Perpetual WealthFocus Super - BT Australian Share managed fund is $1,000. 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.