• Fund Type: Open-End Pension
  • Objective: Industrial Sector
  • Asset Class: Equity
  • Geographic Focus: Australia

Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian

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4.51 AUD 0.06 1.37%

As of 00:59:30 ET on 04/11/2014.

Snapshot for Perpetual WealthFocus Term Allocated Pension - Perpetual Geared Australian (PWTGEAU)

Year To Date: +1.80% 3-Month: +2.05% 3-Year: +19.44% 52-Week Range: 2.96 - 4.64
1-Month: -0.49% 1-Year: +35.82% 5-Year: +31.15% Beta vs AS51: 1.75

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  • PWTGEAU:AU 4.51
  • 1M
  • 1Y
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Fund Profile & Information for PWTGEAU

Perpetual WealthFocus Term Allocated Pension -Perpetual Geared Australian is an open-end pension fund incorporated in Australia. The aim of the Fund is long-term capital growth through borrowing (gearing) to invest in quality industrial and resource shares and other securities.

Inception Date: 10-05-2004 Telephone: 61-2-9229-9817
Managers: -
Web Site: www.perpetual.com.au

Fundamentals for PWTGEAU

NAV (on 2014-04-11) 4.51
Assets (M) (on 2013-06-28) 0.32
Fund Leveraged N
Minimum Investment 20,000.00
Minimum Subsequent Investment 0.00

Dividends for PWTGEAU

No dividends reported

Fees & Expenses for PWTGEAU

Front Load -
Back Load 0.00
Current Mgmt Fee 3.38
Redemption Fee 0.00
12b1 Fee -
Expense Ratio -

Top Fund Holdings for PWTGEAU

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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