Target Market Determinations

Target Market Determinations

Information for all Perpetual products

Target Market Determinations (TMDs)

Perpetual Investment Funds TMDs

Perpetual Active Fixed Interest Fund - Class A Perpetual Australian Share Fund Perpetual Balanced Growth Fund Perpetual Balanced Growth Fund No. 2 Perpetual Concentrated Equity Fund Perpetual Conservative Growth Fund Perpetual Diversified Growth Fund Perpetual Diversified Income Fund - Class A Perpetual Diversified Real Return Fund - Class W Perpetual Diversified Real return Fund - Class Z Perpetual Dynamic Fixed Income Fund Perpetual ESG Australian Share Fund Perpetual ESG Credit income Fund - Class A Perpetual ESG Real Return Fund Perpetual Geared Australian Share Fund Perpetual Global Allocation Alpha Fund Perpetual High Grade Floating Rate Fund - Class R Perpetual Income Share Fund Perpetual Industrial Share Fund Perpetual SHARE-PLUS Long-Short Fund Perpetual Smaller Companies Fund Perpetual Smaller Companies Fund No.2 Perpetual Strategic Capital Fund - Class A Perpetual's Australian Share Fund

Barrow Hanley Global Investors TMDs

Barrow Hanley Emerging Markets Fund Barrow Hanley Global Share Fund - Class A Barrow Hanley Global Share Fund - Class A (Hedged) Barrow Hanley Global Share Fund - Class S Barrow Hanley Global Share Fund - Class S (Hedged) Barrow Hanley Global Share Fund - Class Z

Trillium Asset Management TMDs

Trillium ESG Global Equity Fund - Class A Trillium Global Sustainable Opportunities Fund - Class A

Perpetual Pure Series Funds TMDs

Perpetual Pure Credit Alpha Fund - Class S Perpetual Pure Credit Alpha Fund - Class W Perpetual Pure Equity Alpha Fund - Class A Perpetual Pure Microcap Fund - Class A Perpetual Pure Value Share Fund - Class A Perpetual Pure Value Share Fund - Class P

Perpetual WealthFocus TMDs

Perpetual WealthFocus Investment Advantage WealthFocus Barrow Hanley Global Share Fund WealthFocus Perpetual Diversified Income Fund WealthFocus Perpetual Industrial Share Fund

Perpetual Specialist Series TMDs

Perpetual Australian Share Fund - Class S Perpetual Concentrated Equity Fund - Class S Perpetual Diversified Income Fund - Class S Perpetual Diversified Real Return Fund - Class S Perpetual SHARE-PLUS Long-Short Fund - Class S Perpetual Strategic Capital Fund - Class S

Perpetual Institutional Cash and Fixed Income Funds TMDs

Perpetual Credit Income Fund Perpetual Exact Market Return Fund Perpetual High Grade Floating Rate Fund

Perpetual Wholesale International Share Fund TMD

Perpetual Wholesale International Share Fund

Exchanged Traded Funds TMDs

Barrow Hanley Global Share Active ETF Perpetual ESG Australian Share Active ETF

Perpetual WealthFocus Super Plan

Perpetual WealthFocus Super Plan

Perpetual WealthFocus Pension Plan TMD

Perpetual WeathFocus Pension Plan

Implemented Portfolios TMDs

Implemented Australian Share Portfolio Implemented Fixed Income Portfolio Implemented International Share Portfolio Implemented Real Estate Portfolio

Implemented RI Portfolio TMDs

Implemented RI Australian Share Portfolio Implemented RI International Share Portfolio

Perpetual Charitable and Community Investor Fund TMD

Perpetual Charitable and Community Investor Fund

Perpetual Charitable Endowment Fund TMD

Perpetual Charitable Endowment Fund

Perpetual Private Income Funds TMDs

Perpetual Credit Income Fund Perpetual Exact Market Return Fund Perpetual High Grade Floating Rate Fund

Perpetual Select Investment Funds TMDs

Perpetual Select Australian Share Fund Perpetual Select Balanced Fund Perpetual Select Diversified Fund Perpetual Select Fixed Income Fund Perpetual Select Growth Fund Perpetual Select International Share Fund Perpetual Select Real Estate Fund

Perpetual Income and Growth Opportunities Funds TMDs

Perpetual Growth Opportunities Fund Perpetual Income Opportunities Fund

Perpetual Select Super Plan TMD

Perpetual Select Super Plan

Perpetual Select Pension Plan TMD

Perpetual Select Pension Plan

Perpetual Super Wrap TMD

Perpetual Super Wrap

Perpetual Small APRA Fund Service TMD

Perpetual Small APRA Fund Service

Perpetual Private Investment Wrap TMD

Perpetual Private Investment Wrap

Frequently asked questions

What is a Target Market Determination (TMD)?

Target Market Determination (TMD) is a document that outlines the class of consumers for which a product has been designed and is in place to assist distributors in understanding who the product is intended to be distributed to. The document forms part of the design and distribution arrangements for the product and outlines distribution conditions and restrictions as well as reporting requirements for distributors. This document is not a Product Disclosure Statement and does not provide a full summary of the product features or terms of the product. Importantly, it does not take into account any person’s individual objectives, financial situation or needs.

Why does Perpetual need to have Target Market Determinations (TMDs)?

How can you access our Target Market Determinations (TMDs)?

Australia and New Zealand

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Americas

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United Kingdom

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Europe

This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.