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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$2,000
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Expected Close Date
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Ongoing
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Description
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Perpetual Australian Share Fund invests in quality Australian industrial and resource companies and provides the opportunity for long term capital growth and income.
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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Are you looking for a quality investment in Australian industrial and resource companies that provides the opportunity for long-term capital growth and income?
A proven investment process: quality and value
No matter the current fad or fashion, the Perpetual Australian Share Fund’s approach is to invest in quality Australian industrial and resource companies that are attractively priced. This includes companies with:
- sound management
- conservative debt levels
- a strong and easily understood business model
- a history of recurring earnings.
This process allows Perpetual’s investment team to identify quality companies in which to invest, and importantly, has helped Perpetual avoid the worst of the tech wreck in 2000 and the high-leverage disasters of 2008.
This consistent and fundamental investment approach aims to deliver investors long-term capital growth and income.
Why consider the Fund?
- The Fund is conservatively managed using Perpetual’s proven and consistent investment process.
- Perpetual’s stable, talented and disciplined investment team recently won the AFR Smart Investor Blue Ribbon Awards Fund Manager of the Year 2009.
- With a history of providing investors with regular income and long-term capital growth, the Fund has delivered a 7.57% pa return over five years†.
- Pay no entry fee* if you choose to invest in the Fund through 2020 DIRECTINVEST.
Who is the Fund suited to?
The Fund may be suitable for investors who:
- are seeking regular income and long-term capital growth returns
- have a medium to long-term time horizon and a medium to high tolerance to risk
- are looking for exposure to quality Australian shares
- are wanting to invest with a company that has a 123 year heritage of protecting investors’ interests.
How to invest
The Perpetual Australian Share Fund is available through Perpetual's WealthFocus products:
- Perpetual WealthFocus Investment Advantage
- Perpetual WealthFocus Super Plan
- Perpetual WealthFocus Pension Plan
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual Australian Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
†Perpetual WealthFocus Investment Funds– Perpetual Australian Share Fund total five year return pa (after fees) as at 31 December 2009. The return has been calculated using exit prices after ongoing fees and assumes reinvestment of distributions. No allowance has been made for entry fees, exit fees or taxation. Past performance is not indicative of future performance. The benchmark prior to 1/4/2000 was the ASX All Industrials Accumulation Index. From 1/4/2000 to present, the benchmark is the S&P/ASX 300 Accumulation Index.
This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The product disclosure statement for the Perpetual Australian Share Fund, issued by PIML, should be considered before deciding whether to hold or acquire units in the fund(s). The PDS can be obtained by downloading from one of the links above or by phoning 2020 DIRECTINVEST on 1800 352 021. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital.
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