Perpetual WealthFocus Super - Investor Mutual Future Leaders - Managed Fund (Closed)

The objective of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the relevant Benchmark of the Fund on a rolling four year basis.

The strategy of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is The Fund will invest in a diversified portfolio of quality ASX listed Australian and New Zealand shares outside the Top 50 shares listed on the ASX, where these shares are identified by our investment team as being undervalued.

The APIR code of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is PER0212AU.

Perpetual WealthFocus Super - Investor Mutual Future Leaders’s total return last month was 1.01%. This was made up of a growth return of 1.01% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

Perpetual WealthFocus Super - Investor Mutual Future Leaders’s total return for the last three months was -8.37%. This was made up of a growth return of -8.37% and an income return of 0%%. These returns were calculated as at 31 Oct 2022.

Perpetual WealthFocus Super - Investor Mutual Future Leaders’s one-year total return is -15.36%. This was made up of a growth return of -15.36% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

Perpetual WealthFocus Super - Investor Mutual Future Leaders’s one-year total return is -0.24%. This was made up of a growth return of -0.24% and an income return of 0%. These returns were calculated as at 31 Oct 2022.

The asset allocation of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is :

The Responsible Entity for the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is Perpetual Superannuation Limited.

The Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund belongs to the Equity Australia Mid/Small Value sector/asset class.

As at 31 Oct 2022, the size of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund was $1.41 million.

The Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund has an inception date of 29 Oct 2003.

The current entry price of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is $3.71363 per unit and the current exit price is $3.69516 per unit (as at 18 Nov 2022).

The current exit price of the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is $3.69516 per unit and the current entry price is $3.71363 per unit (as at 18 Nov 2022).

The minimum initial investment amount for the Perpetual WealthFocus Super - Investor Mutual Future Leaders managed fund is $3,000. Minimum additional investment is $1000.