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Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund

PERWAGA:AU
5.7148
AUD
0.0547
0.97%
As of 10/16/2017
Fund Type
Open-End Pension
52Wk Range
4.3657 - 5.8090
1 Yr Return
13.97%
YTD Return
8.49%
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Previous Close
5.6601
52Wk Range
4.3657 - 5.8090
1 Yr Return
11.50%
YTD Return
8.49%
Fund Type
Open-End Pension
Objective
Industrial Sector
Asset Class Focus
Equity
Geographic Focus
Australia
NAV (on 10/16/2017)
5.714791
Total Assets (m AUD) (on 06/30/2017)
5.043
Inception Date
10/29/2003
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
1.20%
Expense Ratio
1.69%
Profile
Perpetual WealthFocus Allocated Pension Plan - Perpetual Geared Australian Fund is a pension fund incorporated in Australia. The objective of the Fund is to enhance long-term capital growth through gearing. The Fund invests in the equity securities of Australian industrial and resource companies and will utilize gearing levels ranging from 0%-60% of total gross value of assets.
Address
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9229-9633