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Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian - Managed Fund
Fund Objective
Fund Strategy
Fund Performance Comparison
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Fees Comparison
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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 | 3.93% | -8.13% | -7.72% | 2.63% | 3.14% | 2.15% | 8.5% | 10.49% |
| Growth return | 4.14% | -7.58% | -6.97% | 3.46% | 3.55% | 2.42% | 8.67% | 10.58% |
| Income return | -0.21% | -0.55% | -0.75% | -0.83% | -0.41% | -0.27% | -0.17% | -0.09% |
|
Market index (S&P/ASX 200 TR AUD)
|
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| Total return | 2.18% | -1.22% | -0.87% | 10.12% | 9.95% | 9.66% | 8.36% | 9.31% |
Asset Allocation
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian
- Australian Equities
- 199.67%
- International Equities
- 20.30%
- Cash
- -119.97%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Average Allocation of Peers
- Australian Equities
- 96.22%
- International Equities
- 3.88%
- Cash
- -0.77%
- Property & Infrastructure
- 1.13%
- Fixed Interest
- -0.44%
- Alternatives
- -0.02%
General Information
Fund Details
| Type | Description |
| Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian | |
| Perpetual Investment Management Ltd | |
| PER0341AU | |
| Equity Australia Large Geared | |
 (as at 31 Mar 2026) |
|
| Allocated Pension | |
| 1 Oct 2004 | |
| $0.05 million (as at 30 Sep 2024) | |
| $12.63325 (as at 1 May 2026) | |
| $12.5579 (as at 1 May 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 2.43% (as at 12 May 2025) |
| Indirect Cost Ratio (ICR) | 3.36% (as at 30 Jun 2016) |
| Minimum initial investment | |
| Minimum redemption amount | $1,000.00 |
Top 10 holdings (as at 28 Feb 2026)
| Holding (as at 28 Feb 2026) | Type | % of Portfolio |
| BHP Group Ltd | 24.71% | |
| Login now to view the complete list of holdings. | ||
Your guide to next steps
Dealing with a struggling fund? What to Do and Look For
FAQs about the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian
What is the objective of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The objective of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is
What is the strategy for the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The strategy of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is
What is the APIR code of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The APIR code of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is PER0341AU.
What was Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s total return last month?
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s total return last month was 3.93%. This was made up of a growth return of 4.14% and an income return of -0.21%. These returns were calculated as at 30 Apr 2026.
What was Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s total return for the last three months?
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s total return for the last three months was -8.13%. This was made up of a growth return of -7.58% and an income return of -0.55%%. These returns were calculated as at 30 Apr 2026.
What is Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s one-year total return?
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s one-year total return is 2.63%. This was made up of a growth return of 3.46% and an income return of -0.83%. These returns were calculated as at 30 Apr 2026.
What is Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s three-year total return?
Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian’s one-year total return is 2.15%. This was made up of a growth return of 2.42% and an income return of -0.27%. These returns were calculated as at 30 Apr 2026.
What is the asset allocation of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The asset allocation of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is :
- Australian Equities
- 199.67%
- International Equities
- 20.30%
- Cash
- -119.97%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Who is the responsible Entity of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The Responsible Entity for the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is Perpetual Investment Management Ltd.
What sector/asset class does the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund belong to?
The Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund belongs to the Equity Australia Large Geared sector/asset class.
What is the size of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
As at 30 Sep 2024, the size of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund was $0.05 million.
What is the inception date of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund has an inception date of 1 Oct 2004.
What is the current entry price of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The current entry price of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is $12.63325 per unit and the current exit price is $12.5579 per unit (as at 1 May 2026).
What is the current exit price of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The current exit price of the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund is $12.5579 per unit and the current entry price is $12.63325 per unit (as at 1 May 2026).
What is the minimum investment amount for the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund?
The minimum initial investment amount for the Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian managed fund 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.
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