Fund Profiles give you a closer look at our super funds

From the table below, click on a Fund Profile to see how a fund works up-close with portfolio details, fees and distributions, and performance highlights. You can view funds grouped by product in the table or you may sort by asset class using the drop-down menu.  See an in depth Fund Overview when you click on each fund name in the table.

On funds we manage, a Perpetual Fund Profile link appears. For information on Fund Profiles in other investment areas, visit our Investment or Retirement Funds.

 

NameAsset ClassPerpetual Fund Profile
Superannuation Funds
Perpetual WealthFocus Super Plan
Perpetual Australian ShareAustralian EquityPDF
Perpetual Balanced GrowthDiversified - GrowthPDF
Perpetual CashCashPDF
Perpetual Concentrated EquityAustralian EquityPDF
Perpetual Conservative GrowthDiversified - ConservativePDF
Perpetual Diversified GrowthDiversified - BalancedPDF
Perpetual Diversified IncomeIncome & Fixed InterestPDF
Perpetual Ethical SRIAustralian EquityPDF
Perpetual Geared AustralianAustralian EquityPDF
Perpetual Global ResourcesInternational Equity
Perpetual Industrial ShareAustralian EquityPDF
Perpetual MortgageMortgagesPDF
Perpetual Property IncomePropertyPDF
Perpetual Property SecuritiesPropertyPDF
Perpetual SHARE-PLUS Long-ShortAustralian EquityPDF
Perpetual Smaller CompaniesAustralian Equity - Smaller CompaniesPDF
Perpetual Split GrowthDiversified - GrowthPDF
Quantitative Investments Alpha ShareAustralian EquityPDF
Perpetual International ShareInternational EquityPDF
Perpetual WealthFocus Super Plan - External Fund Managers available
Aberdeen Actively Hedged International Equities (previously known as Credit Suisse Interntl Shares)International Equity
Advance ImputationAustralian Equity
AMP Capital Global Property SecuritiesPropertyPDF
AMP Capital Sustainable ShareAustralian Equity
APN Property for IncomeProperty
Ausbil Australian Active EquityAustralian Equity
Ausbil Australian Emerging LeadersAustralian Equity
Australian Unity Mortgage IncomeMortgages
AXA Global Equity ValueInternational Equity
BlackRock Indexed Australian Listed Property (previously known as Barclays Property Securities IndexProperty
BlackRock Scientific Australian Equity (previously known as Barclays Australian Share)Australian Equity
BlackRock Scientific Diversified Growth (previously known as Barclays Diversified Growth)Diversified - Growth
BlackRock Scientific Diversified Stable (previously known as Barclays Diversified Stable)Diversified - Conservative
BlackRock Scientific International Equity (previously known as Barclays International Share)International Equity
BlackRock BalancedDiversified - Balanced
BlackRock Global Small CapInternational Equity - Smaller Companies
BlackRock Monthly IncomeFixed income
MFS Global EquityInternational Equity
BT Australian ShareAustralian Equity
BT International ShareInternational Equity
BT Property SecuritiesProperty
Challenger Australian ShareAustralian Equity
Challenger Howard MortgageMortgages
Colonial First State BalancedDiversified - Balanced
Credit Suisse Global IncomeFixed income
RREEF Global Property SecuritiesProperty
DWS Global Equity ThematicInternational Equity
Fidelity Australian EquitiesAustralian Equity
Fortis Australian EquityAustralian Equity
Templeton Global EquityInternational Equity
GMO Global EquityInternational Equity
Goldman Sachs JBWere Australian InfrastructureInfrastructure
All Star IAM Australian ShareAustralian EquityPDF
ING Diversified Fixed InterestIncome & Fixed Interest
ING Managed GrowthDiversified - Growth
ING Tax Effective IncomeDiversified - Growth
Intech Australian Shares ActiveAustralian Equity
Intech Balanced GrowthDiversified - Balanced
Intech Conservative GrowthDiversified - Conservative
Intech GrowthDiversified - Growth
Intech International Shares Active (Unhedged)International Equity
Investors Mutual Australian ShareAustralian Equity
Investors Mutual Future LeadersAustralian Equity - Smaller Companies
All Star IncomeDiversified - Conservative
Lazard Global Listed InfrastructureInfrastructure
Macquarie Income OpportunitiesFixed income
Perennial Value SharesAustralian Equity
Platinum AsiaInternational Equity
Platinum InternationalInternational Equity
Schroder Australian EquityAustralian Equity
Schroder BalancedDiversified - Growth
Schroder Fixed IncomeFixed income
Schroder Global Emerging MarketsInternational Equity
Premium ChinaInternational Equity
Solaris Core Australian EquityAustralian Equity
T. Rowe Price Global EquityInternational Equity
UBS Defensive InvestmentDiversified - Conservative
van Eyk Blueprint - BalancedDiversified - Growth
van Eyk Blueprint - Capital StableDiversified - Conservative
van Eyk Blueprint - High GrowthDiversified - Growth
Vanguard Australian Fixed Interest IndexProperty
Vanguard Australian Shares IndexAustralian EquityPDF
Vanguard International Shares Index (Hedged)International Equity
Vanguard Property Securities IndexProperty
Walter Scott Global Equity (Hedged)International Equity
Zurich Investments Global Thematic ShareInternational Equity
Perpetual's Select Superannuation Plan
Cash Investment OptionCashPDF
Limited Share Portfolio Investment OptionAustralian EquityPDF
Perpetual's Select Superannuation Plan - External Fund Managers available
Australian Shares Investment OptionAustralian EquityPDF
Balanced Investment OptionDiversified - BalancedPDF
Capital Guarantee Investment OptionDiversified - ConservativePDF
Conservative Investment OptionDiversified - ConservativePDF
Fixed Interest Investment OptionIncomePDF
Geared Australian Share Investment OptionAustralian EquityPDF
Geared High Growth Investment OptionDiversified - GrowthPDF
Growth Investment OptionDiversified - GrowthPDF
High Growth Investment OptionDiversified - GrowthPDF
International Share Investment OptionInternational EquityPDF
Real Estate Investment OptionPropertyPDF
Perpetual's Pooled Superannuation Trust
Australian Share Investment OptionAustralian EquityPDF
Balanced Growth Investment OptionDiversified - GrowthPDF
Industrial Share Investment OptionAustralian Industrial SharesPDF
Smaller Companies Share Investment OptionAustralian EquityPDF
International Share Investment OptionInternational EquityPDF

Returns

Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.