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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$2,000 |
| Expected Close Date |
Ongoing |
| Description |
Access over 60 managed fund investment options with the Perpetual Wealthfocus Investments Platform. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |
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The Perpetual WealthFocus Investment platform makes investing easier with access to a wide range of different funds accessible all from one account.
100% entry fee rebate
2020 DIRECTINVEST will rebate 100% of the 4% entry fee on Perpetual's WealthFocus products. All applications are coded for the entry fee rebate for the initial, additional and regular investments.
Exisiting investor?
Existing Perpetual Wealthfocus investors are able to stop paying the entry fee normally charged on all investments, contributions and regular savings plans. This does not require changing the investment - simply nominate 2020 DIRECTINVEST as your investment broker and we will request that Perpetual code your Wealthfocus account for a full rebate of entry fees on all investments and contributions. Download our one page fund broker nomination form.
Perpetual WealthFocus offers a comprehensive investment menu of over 60 managed funds. Access funds managed by Perpetual as well as well known fund managers not often accessible to retail investors such as:
- ABN AMRO Asset Management
- Deutsche Asset Management
- Platinum Asset Management
- UBS Global Asset Management
Investing is made easier with a number of convenient features such as easy switching between funds, auto-rebalancing of your investments, dollar cost averaging via regular savings plans starting from $100 and BPAY options for additional investments. Keep track of your investments with consolidated reporting and online access to your investments, no matter how many funds you are invested in.
Some of the key benefits of investing in Perpetual WealthFocus are:
- Diverse investment menu
- Features that save you time
- Competitive and simple fee structures
- Easy and consolidated access to your investments.
Perpetual is one of Australia’s most trusted financial products and services provider. The Perpetual WealthFocus platform is available as investment, super and pension. Effective 10 November 2008, the Perpetual WealthFocus Investment product disclosure statement is available only as an electronic copy.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual Wealthfocus platform as addtional 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) |
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| Financial Advice | Professional fee for service financial advice - avoid % based adviser service fees that last the life of the investment. more info
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| Perpetual Wealthfocus | Access master trusts, including Perpetual Wealthfocus, with a 100% entry fee rebate and no exit fees.
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