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27 May 2025: following the transition of our registry services to MUFG Pension & Market Services, we are currently experiencing higher than usual call volumes, which may result in longer wait times when contacting our customer service teams. To help us serve you better, we kindly ask for your patience during this time. If your inquiry is not urgent, we recommend calling outside our peak hours of 10 AM to 2 PM, when wait times are typically shorter. Thank you for your understanding and continued support. Find out more about the change on the adviser support page here, or the investor/member support page here.
Unit pricing:
The price at which units are issued is calculated by reference to
Unit Pricing policy
.
Access data:
Download All
From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
Unit pricing:
The price at which units are issued is calculated by reference to
Unit Pricing policy
.
Access data:
Download All
From 1 July 2017, if you are a member in a Transition to Retirement pension, the performance and unit prices in the Superannuation options will apply to you. For historical prices refer to the Account Based Pension investment options.
For Perpetual WealthFocus Term Allocated Pension Plan, please refer to Perpetual WealthFocus Account Based Pension for performance, unit prices and fees.
Diversified
Returns (% P.A.)
Current Unit Price
Balanced
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
5.77
5.93
6.84
5.03
30/04/25
82.492
82.328
30/05/25
Balanced
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
5.77
5.93
6.84
5.03
30/04/25
82.492
82.328
30/05/25
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 2.25% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual Select Account Based Pension Plan
6.36
6.51
7.54
5.55
30/04/25
81.725
81.562
30/05/25
Balanced
Retirement Investments Via
Perpetual Select Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Account Based Pension Plan
6.36
6.51
7.54
5.55
30/04/25
81.725
81.562
30/05/25
Investment Objective
Aims to: - provide long-term growth through investment in a diversified portfolio with an emphasis on Australian and international share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling seven-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations at any time.
View fund pageDocuments & Resources
Balanced Fund
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual Select Investment Funds
5.78
5.96
7.25
5.35
30/04/25
0.935
0.933
30/05/25
Balanced Fund
Investments Investments Via
Perpetual Select Investment Funds
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Investment Funds
5.78
5.96
7.25
5.35
30/04/25
0.935
0.933
30/05/25
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments
View fund pageDocuments & Resources
BlackRock Tactical Growth
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual WealthFocus Investment Advantage
10.70
7.95
9.00
6.57
30/04/25
1.159
1.156
30/05/25
BlackRock Tactical Growth
Investments Investments Via
Perpetual WealthFocus Investment Advantage
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Investment Advantage
10.70
7.95
9.00
6.57
30/04/25
1.159
1.156
30/05/25
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: • a broadly diversified exposure to Australian and international assets • active asset allocation, security selection and risk management • flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk
View fund pageDocuments & Resources
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual WealthFocus Super Plan
9.33
7.15
8.11
6.09
30/04/25
3.641
3.633
30/05/25
BlackRock Tactical Growth
Superannuation Investments Via
Perpetual WealthFocus Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Super Plan
9.33
7.15
8.11
6.09
30/04/25
3.641
3.633
30/05/25
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: • a broadly diversified exposure to Australian and international assets • active asset allocation, security selection and risk management • flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
10.93
8.28
9.25
6.88
30/04/25
4.178
4.168
30/05/25
BlackRock Tactical Growth
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Account Based Pension Plan
10.93
8.28
9.25
6.88
30/04/25
4.178
4.168
30/05/25
Investment Objective
Aims to outperform peer performance consistent with a growth-orientated investment strategy encompassing: • a broadly diversified exposure to Australian and international assets • active asset allocation, security selection and risk management • flexibility to deviate meaningfully from the strategic asset allocation to help manage total portfolio risk
View fund pageDocuments & Resources
Conservative
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
5.52
4.40
4.37
3.33
30/04/25
45.089
45.008
30/05/25
Conservative
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
5.52
4.40
4.37
3.33
30/04/25
45.089
45.008
30/05/25
Investment Objective
Aims to: - provide members with stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash investment - outperform the CPI by 0.75% (before fees and after tax) over rolling 3-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual Select Account Based Pension Plan
6.12
4.76
4.75
3.67
30/04/25
53.990
53.893
30/05/25
Conservative
Retirement Investments Via
Perpetual Select Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Account Based Pension Plan
6.12
4.76
4.75
3.67
30/04/25
53.990
53.893
30/05/25
Investment Objective
Aims to: - provide stable returns through investment in a diversified portfolio with an emphasis on fixed income and cash investments - outperform the CPI by 1.0% (before fees and after tax) over rolling 3-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations at any time.
View fund pageDocuments & Resources
Diversified
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
5.61
4.91
5.47
3.92
30/04/25
2.013
2.008
30/05/25
Diversified
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
5.61
4.91
5.47
3.92
30/04/25
2.013
2.008
30/05/25
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 1.5% (before fees and after tax) over rolling 5-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds target allocations at any time to the various asset types.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual Select Account Based Pension Plan
6.21
5.53
6.15
4.42
30/04/25
2.191
2.187
30/05/25
Diversified
Retirement Investments Via
Perpetual Select Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Account Based Pension Plan
6.21
5.53
6.15
4.42
30/04/25
2.191
2.187
30/05/25
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio of assets - outperform the CPI by 2.0% (before fees and after tax) over rolling five-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark reflecting the underlying funds' target allocations at any time to the various asset types.
View fund pageDocuments & Resources
Diversified Fund
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual Select Investment Funds
5.69
4.98
5.81
4.28
30/04/25
1.207
1.205
30/05/25
Diversified Fund
Investments Investments Via
Perpetual Select Investment Funds
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Investment Funds
5.69
4.98
5.81
4.28
30/04/25
1.207
1.205
30/05/25
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio.
View fund pageDocuments & Resources
Growth
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
5.91
6.55
8.05
5.86
30/04/25
72.875
72.730
30/05/25
Growth
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
5.91
6.55
8.05
5.86
30/04/25
72.875
72.730
30/05/25
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and intl share investments - outperform the CPI by 3.0% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark reflecting the underlying funds target allocations.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual Select Account Based Pension Plan
6.43
7.10
8.74
6.44
30/04/25
87.534
87.360
30/05/25
Growth
Retirement Investments Via
Perpetual Select Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Account Based Pension Plan
6.43
7.10
8.74
6.44
30/04/25
87.534
87.360
30/05/25
Investment Objective
Aims to: - provide long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international share investments - outperform the CPI by 3.5% (before fees and after tax) over rolling 10-year periods - outperform (before fees and after tax), over rolling 3-year periods, a composite benchmark.
View fund pageDocuments & Resources
Growth Fund
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual Select Investment Funds
5.85
6.57
8.38
6.09
30/04/25
1.647
1.643
30/05/25
Growth Fund
Investments Investments Via
Perpetual Select Investment Funds
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Investment Funds
5.85
6.57
8.38
6.09
30/04/25
1.647
1.643
30/05/25
Investment Objective
Aims to provide investors with long-term capital growth and income through investment in a diversified portfolio with a strong emphasis on Australian and international share investments.
View fund pageDocuments & Resources
High Growth
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual Select Super Plan
5.96
6.94
9.13
6.43
30/04/25
72.483
72.339
30/05/25
High Growth
Superannuation Investments Via
Perpetual Select Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Super Plan
5.96
6.94
9.13
6.43
30/04/25
72.483
72.339
30/05/25
Investment Objective
Aims to: - provide members with long-term growth through investment in a diversified portfolio with a strong emphasis on Australian and international shares, as well as growth alternative investments - outperform the CPI by 3.25% (before fees and after tax) over rolling ten-year periods - outperform (before fees and after tax), over rolling three-year periods, a composite benchmark.
View fund pageDocuments & Resources
Perpetual Charitable and Community Investor Fund
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual Select Investment Funds
4.50
4.68
7.58
5.12
30/04/25
1.010
1.008
30/04/25
Perpetual Charitable and Community Investor Fund
Investments Investments Via
Perpetual Select Investment Funds
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Investment Funds
4.50
4.68
7.58
5.12
30/04/25
1.010
1.008
30/04/25
Investment Objective
Aims to provide income tax exempt investors such as charitable trusts with a consistent income stream and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian Shares.
View fund pageDocuments & Resources
Perpetual Charitable Endowment Fund
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual Select Investment Funds
7.20
5.63
8.15
5.38
30/04/25
1.278
1.276
30/05/25
Perpetual Charitable Endowment Fund
Investments Investments Via
Perpetual Select Investment Funds
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual Select Investment Funds
7.20
5.63
8.15
5.38
30/04/25
1.278
1.276
30/05/25
Investment Objective
Aims to provide income tax exempt investors such as charitable endowments and foundations with income and long-term capital growth through an investment in a diversified portfolio with an emphasis on Australian Shares.
View fund pageDocuments & Resources
WealthFocus Perpetual Balanced Growth
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual WealthFocus Investment Advantage
5.39
4.67
8.31
5.48
30/04/25
1.331
1.328
02/06/25
WealthFocus Perpetual Balanced Growth
Investments Investments Via
Perpetual WealthFocus Investment Advantage
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Investment Advantage
5.39
4.67
8.31
5.48
30/04/25
1.331
1.328
02/06/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments, outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual WealthFocus Super Plan
5.18
4.48
7.76
5.37
30/04/25
6.893
6.876
30/05/25
WealthFocus Perpetual Balanced Growth
Superannuation Investments Via
Perpetual WealthFocus Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Super Plan
5.18
4.48
7.76
5.37
30/04/25
6.893
6.876
30/05/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments, outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
5.68
5.01
8.65
5.94
30/04/25
7.782
7.762
30/05/25
WealthFocus Perpetual Balanced Growth
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Account Based Pension Plan
5.68
5.01
8.65
5.94
30/04/25
7.782
7.762
30/05/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments, outperform CPI + 5.0% pa (before fees and taxes) over at least five-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
WealthFocus Perpetual Conservative Growth
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual WealthFocus Investment Advantage
5.84
3.61
4.30
3.48
30/04/25
1.224
1.221
02/06/25
WealthFocus Perpetual Conservative Growth
Investments Investments Via
Perpetual WealthFocus Investment Advantage
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Investment Advantage
5.84
3.61
4.30
3.48
30/04/25
1.224
1.221
02/06/25
Investment Objective
Aims to provide moderate growth over the medium term & income through investment in a diversified portfolio with an emphasis on cash and fixed income securities, outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods and outperform a composite benchmark (before fees & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual WealthFocus Super Plan
5.40
3.36
3.98
3.33
30/04/25
4.436
4.426
30/05/25
WealthFocus Perpetual Conservative Growth
Superannuation Investments Via
Perpetual WealthFocus Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Super Plan
5.40
3.36
3.98
3.33
30/04/25
4.436
4.426
30/05/25
Investment Objective
Aims to provide moderate growth over the medium term & income through investment in a diversified portfolio with an emphasis on cash and fixed income securities, outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods and outperform a composite benchmark (before fees & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
6.03
3.81
4.47
3.69
30/04/25
4.952
4.942
30/05/25
WealthFocus Perpetual Conservative Growth
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Account Based Pension Plan
6.03
3.81
4.47
3.69
30/04/25
4.952
4.942
30/05/25
Investment Objective
Aims to provide moderate growth over the medium term & income through investment in a diversified portfolio with an emphasis on cash and fixed income securities, outperform the All Groups CPI + 3.5% pa (before fees and taxes) over at least two-year periods and outperform a composite benchmark (before fees & tax) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
WealthFocus Perpetual Diversified Growth
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual WealthFocus Investment Advantage
5.49
4.00
6.15
4.40
30/04/25
1.063
1.060
02/06/25
WealthFocus Perpetual Diversified Growth
Investments Investments Via
Perpetual WealthFocus Investment Advantage
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Investment Advantage
5.49
4.00
6.15
4.40
30/04/25
1.063
1.060
02/06/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets, outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual WealthFocus Super Plan
5.26
3.81
5.76
4.25
30/04/25
3.066
3.059
30/05/25
WealthFocus Perpetual Diversified Growth
Superannuation Investments Via
Perpetual WealthFocus Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Super Plan
5.26
3.81
5.76
4.25
30/04/25
3.066
3.059
30/05/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets, outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
5.77
4.30
6.44
4.72
30/04/25
3.565
3.557
30/05/25
WealthFocus Perpetual Diversified Growth
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Account Based Pension Plan
5.77
4.30
6.44
4.72
30/04/25
3.565
3.557
30/05/25
Investment Objective
Aims to provide long-term capital growth and income through investment in a diversified portfolio of growth and income assets, outperform CPI + 4.5% pa (before fees and taxes) over at least three-year periods and outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
View fund pageDocuments & Resources
WealthFocus Perpetual Diversified Real Return
Investments
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Investments Investments Via
Perpetual WealthFocus Investment Advantage
4.92
3.00
4.15
3.25
30/04/25
1.012
1.010
02/06/25
WealthFocus Perpetual Diversified Real Return
Investments Investments Via
Perpetual WealthFocus Investment Advantage
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Investment Advantage
4.92
3.00
4.15
3.25
30/04/25
1.012
1.010
02/06/25
Investment Objective
Aims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageDocuments & Resources
Superannuation
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Superannuation Investments Via
Perpetual WealthFocus Super Plan
4.53
2.82
3.90
3.14
30/04/25
1.375
1.372
30/05/25
WealthFocus Perpetual Diversified Real Return
Superannuation Investments Via
Perpetual WealthFocus Super Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Super Plan
4.53
2.82
3.90
3.14
30/04/25
1.375
1.372
30/05/25
Investment Objective
Aims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageDocuments & Resources
Retirement
1YR
3YR
5YR
10YR
As At
Entry
Exit
As At
More
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
5.03
3.20
4.36
--
30/04/25
1.415
1.412
30/05/25
WealthFocus Perpetual Diversified Real Return
Retirement Investments Via
Perpetual WealthFocus Account Based Pension Plan
Investments
Returns 1YR (% P.A.)
1YR
Returns 3YR (% P.A.)
3YR
Returns 5YR (% P.A.)
5YR
Returns 10YR (% P.A.)
10YR
Returns as at
As At
Entry
Exit
As At
Perpetual WealthFocus Account Based Pension Plan
5.03
3.20
4.36
--
30/04/25
1.415
1.412
30/05/25
Investment Objective
Aims to target a pre-tax return of 5% per annum above inflation (before fees and taxes) over rolling five-year periods, while minimising downside risk over rolling two-year periods.
View fund pageDocuments & Resources
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