Perpetual wealthfocus pds
WebApr 11, 2024 · Perpetual WealthFocus Investment Advantage - Perpetual Small Companies 1.66 % p.a. Average of peers (334) NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. WebPerpetual WealthFocus Super Plan Perpetual Balanced Growth Fund SuperRatings awards Past 5-year return 5.98 % p.a Life insurance TPD insurance Income protection insurance Financial planning Admin fee $0 Calc fees on 50k $540 Product info Product data updated on 31 Oct 2024 Learn more about superannuation What is the superannuation rate?
Perpetual wealthfocus pds
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WebThe Fund can invest in listed Australian securities, as well as in securities expected to be listed on an Australian exchange. MANAGEMENT FEE 0.90% p.a. PERFORMANCE FEE NIL MINIMUM INVESTMENT $30,000 SOLARIS CORE AUSTRALIAN EQUITY FUND (PERFORMANCE ALIGNMENT) APIR Code: SOL0001AU ARSN 128 859 898 find out more … WebPerpetual WealthFocus Super Plan – Application for additional investment and features form_1 of 7 Application for Additional Investment and Features Form Please complete this form in black ink using BLOCK letters. All pages of this form must be returned to us. Section 1 and 9 must be completed. 1. Member details (must be completed)
WebEarning the trust of families, businesses and communities for more than 130 years WebPerpetual Benevolent Fund* MA** March 1, September 1 May 31, November 30 Frank Reed & Margaret Jane Peters Memorial Fund MA March 1 July 31 Doree Taylor Charitable …
WebWHAT IS PERPETUAL WEALTHFOCUS? Perpetual WealthFocus has been designed to minimise the complexity of investing by providing access to a comprehensive range of … WebFeb 22, 2024 · Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares 0.55 % p.a. InvestSMART Australian Equities 1.38 % p.a. Average of peers (1584) NOTE: …
WebIn this Product Disclosure Statement (PDS), ‘Funds’ means Perpetual Wholesale Funds collectively and ‘Fund’ means one of the Funds in the relevant context. Each Fund is a managed investment scheme that is registered with the Australian Securities and Investments Commission (ASIC) – refer ‘Fund profiles’ for details.
WebApr 11, 2024 · Perpetual WealthFocus Investment Advantage - Perpetual Balanced Growth - Managed Fund Fund Objective Aims to provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on … how to set fingerprint in hp probookWebPlease find below the PDF and URL to the below PDS for Perpetual Industrial Share Fund (PER0011AU) and Perpetual Global Share Fund (PER0031AU) with Issue date: 17 April 2015. Purpose of the PDS roll • The main changes made are the updates to the Global Share option (PER0031AU) that investors were notified of back on 30 January 2015. how to set financial boundariesWebApr 7, 2024 · Perpetual Industrial PER0046AU Strategy The fund aims to: - provide long-term capital growth and regular income through investment in quality Australian industrial shares - outperform the S&P/ASX 300 Industrials Accumulation Index (before fees and taxes) over rolling three-year periods. how to set fingerprint in iphoneWeb• Perpetual WealthFocus Wholesale Pension Plan (Wholesale Pension Plan). References in this PDS to ‘we’, ‘us’, ‘our’, ‘the Trustee’ and ‘Perpetual’ are to Perpetual Superannuation Limited as the trustee of the Fund and the issuer of interests in the Fund and this PDS. how to set fingerprint in laptopWebThis Supplementary Product Disclosure Statement (SPDS) updates the Perpetual WealthFocus Pension Plan Product Disclosure Statement – Part 1 issue number 14 dated … note from one who\u0027s shy crosswordWebWhen you invest in Perpetual WealthFocus Investment Advantage you acquire one unit in Perpetual WealthFocus Investment Advantage Fund. However, we use notional units and notional unit prices to determine the value of your portfolio structure based on your chosen investment options. note from france crosswordWebPerpetual WealthFocus is an investment platform that has been designed to minimise the complexity of investing by providing access to a comprehensive range of highly rated, competitively priced investment options within one convenient package delivered by Perpetual an organisation you can trust. note formats