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Perpetual WealthFocus Term Allocated Pension - Ibbotson Balanced Growth

PWPINBL:AU
2.1016
AUD
0.0022
0.10%
As of 11/21/2017
Fund Type
Open-End Pension
52Wk Range
1.9472 - 2.1016
1 Yr Return
7.69%
YTD Return
5.16%
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Previous Close
2.0994
52Wk Range
1.9472 - 2.1016
1 Yr Return
7.88%
YTD Return
5.16%
Fund Type
Open-End Pension
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 11/21/2017)
2.10159
Total Assets (k AUD) (on 09/29/2017)
353.752
Inception Date
10/05/2004
Last Dividend (on -)
-
Dividend Indicated Gross Yield
-
Fund Managers
-
Front Load Fee
-
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.95%
Expense Ratio
1.00%
Profile
Perpetual WealthFocus Term Allocated Pension - Ibbotson Balanced Growth is a pension fund incorporated in Australia. The Fund aims to earn a rate of return that exceeds the CPI increases by at least 2.5% pa over rolling five-year periods. The portfolio is invested across shares, property securities, fixed interest securities and alternative strategies.
Address
Perpetual Investments Management Ltd
Level 12, Angel Place
123 Pitt Street
Sydney NSW 2000
Australia
Phone
Tel: 61-2-9229-9633