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Perpetual WealthFocus Investment Advantage - Ibbotson Growth

PWTINGR:AU
1.2112
AUD
0.0011
0.09%
As of 2/14/2018
Fund Type
Unit Trust
52Wk Range
1.1770 - 1.4404
1 Yr Return
5.87%
YTD Return
-0.81%
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Previous Close
1.2101
52Wk Range
1.1770 - 1.4404
1 Yr Return
5.61%
YTD Return
-0.81%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 02/14/2018)
1.21117
Total Assets (m AUD) (on 12/29/2017)
4.713
Inception Date
11/10/2008
Last Dividend (on 12/29/2017)
0.00129512
Dividend Indicated Gross Yield
0.43%
Fund Managers
-
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.95%
Expense Ratio
1.98%
Profile
Perpetual WealthFocus Investment Advantage - Ibbotson Growth is a unit trust 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