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Perpetual WealthFocus Allocated Pension Plan - Ibbotson Balanced Growth

PERAPBB:AU
2.0950
AUD
0.0009
0.04%
As of 11/14/2017
Fund Type
Open-End Pension
52Wk Range
1.9472 - 2.1016
1 Yr Return
7.75%
YTD Return
4.82%
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Previous Close
2.0958
52Wk Range
1.9472 - 2.1016
1 Yr Return
8.44%
YTD Return
4.82%
Fund Type
Open-End Pension
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 11/14/2017)
2.094953
Total Assets (m AUD) (on 09/29/2017)
3.609
Inception Date
05/01/2002
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.95%
Expense Ratio
1.00%
Profile
Perpetual WealthFocus Allocated Pension Plan - Ibbotson Balanced Growth is an allocated pension fund incorporated in Australia. The objective of the Fund is to earn a rate of return that exceeds CPI increases by at least 2.5% pa over rolling 5 year periods. The Fund invests in global equities, fixed income, property securities and cash through underlying specialist investment managers.
Address
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9229-9633