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Perpetual WealthFocus Allocated Pension Plan - Ibbotson Growth

PERAPBG:AU
2.2228
AUD
0.0033
0.15%
As of 4/17/2018
Fund Type
Open-End Pension
52Wk Range
2.1029 - 2.2423
1 Yr Return
5.99%
YTD Return
0.78%
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Previous Close
2.2195
52Wk Range
2.1029 - 2.2423
1 Yr Return
6.14%
YTD Return
0.78%
Fund Type
Open-End Pension
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 04/17/2018)
2.222812
Total Assets (k AUD) (on 03/30/2018)
943.049
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
1.05%
Expense Ratio
1.10%
Profile
Perpetual WealthFocus Allocated Pension Plan - Ibbotson 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 3.5% 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