Perpetual WealthFocus Super - Concentrated Equity - Managed Fund

The objective of the Perpetual WealthFocus Super - Concentrated Equity managed fund is Provides investors with higher potential returns, through the active management of a portfolio of fewer stocks but with higher conviction, than our core Australian equity funds. This concentration may lead to increased short term volatility.

The strategy of the Perpetual WealthFocus Super - Concentrated Equity managed fund is Provides investors with higher potential returns, through the active management of a portfolio of fewer stocks but with higher conviction, than our core Australian equity funds. This concentration may lead to increased short term volatility.

The APIR code of the Perpetual WealthFocus Super - Concentrated Equity managed fund is PER0221AU.

Perpetual WealthFocus Super - Concentrated Equity’s total return last month was -2.01%. This was made up of a growth return of -1.91% and an income return of -0.1%. These returns were calculated as at 30 Sep 2026.

Perpetual WealthFocus Super - Concentrated Equity’s total return for the last three months was 1.9%. This was made up of a growth return of 2.21% and an income return of -0.31%%. These returns were calculated as at 30 Sep 2026.

Perpetual WealthFocus Super - Concentrated Equity’s one-year total return is 4.11%. This was made up of a growth return of 5.07% and an income return of -0.96%. These returns were calculated as at 30 Sep 2026.

Perpetual WealthFocus Super - Concentrated Equity’s one-year total return is 7.29%. This was made up of a growth return of 7.62% and an income return of -0.33%. These returns were calculated as at 30 Sep 2026.

The asset allocation of the Perpetual WealthFocus Super - Concentrated Equity managed fund is :

The Responsible Entity for the Perpetual WealthFocus Super - Concentrated Equity managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Super - Concentrated Equity managed fund belongs to the Equity Australia Large Value sector/asset class.

As at 30 Jun 2026, the size of the Perpetual WealthFocus Super - Concentrated Equity managed fund was $10.84 million.

The Perpetual WealthFocus Super - Concentrated Equity managed fund has an inception date of 29 Oct 2003.

The current entry price of the Perpetual WealthFocus Super - Concentrated Equity managed fund is $6.64075 per unit and the current exit price is $6.62485 per unit (as at 1 Oct 2026).

The current exit price of the Perpetual WealthFocus Super - Concentrated Equity managed fund is $6.62485 per unit and the current entry price is $6.64075 per unit (as at 1 Oct 2026).

The minimum initial investment amount for the Perpetual WealthFocus Super - Concentrated Equity managed fund is $1,000. Minimum additional investment is $1000.