Perpetual WealthFocus Super - MFS Global Equity - Managed Fund

The objective of the Perpetual WealthFocus Super - MFS Global Equity managed fund is

The strategy of the Perpetual WealthFocus Super - MFS Global Equity managed fund is In selecting investments, MFS is not constrained by any particular investment style. MFS may invest the assets in the stocks of companies it believes to have above average earnings growth potential compared to other companies (growth companies), companies it believes are undervalued compared to their perceived worth (value companies), or in a combination of growth and value companies.

The APIR code of the Perpetual WealthFocus Super - MFS Global Equity managed fund is PER0534AU.

Perpetual WealthFocus Super - MFS Global Equity’s total return last month was 0.49%. This was made up of a growth return of 0.49% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Super - MFS Global Equity’s total return for the last three months was 2%. This was made up of a growth return of 2% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Super - MFS Global Equity’s one-year total return is 9.53%. This was made up of a growth return of 9.53% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Super - MFS Global Equity’s one-year total return is 11.39%. This was made up of a growth return of 11.39% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

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

The Responsible Entity for the Perpetual WealthFocus Super - MFS Global Equity managed fund is Perpetual Superannuation Limited.

The Perpetual WealthFocus Super - MFS Global Equity managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Jun 2025, the size of the Perpetual WealthFocus Super - MFS Global Equity managed fund was $20.67 million.

The Perpetual WealthFocus Super - MFS Global Equity managed fund has an inception date of 2 Oct 2009.

The current entry price of the Perpetual WealthFocus Super - MFS Global Equity managed fund is $4.47348 per unit and the current exit price is $4.4601 per unit (as at 12 Sep 2025).

The current exit price of the Perpetual WealthFocus Super - MFS Global Equity managed fund is $4.4601 per unit and the current entry price is $4.47348 per unit (as at 12 Sep 2025).

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