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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Pension - Ausbil Australian Active Equities PER0152AU starstarstar Equity Australia Large Growth 1.75% 22.61% 8.29%
Perpetual WealthFocus Pension - Fidelity Australian Equities PER0416AU starstarstar Equity Australia Large Blend 3.69% 22.55% 6.14%
Perpetual WealthFocus Pension - Perpetual Australian Shares PER0014AU starstarstar Equity Australia Large Value -0.59% 19.34% 6.70%
Perpetual WealthFocus Pension - Perpetual Concentrated Equities PER0145AU starstarstar Equity Australia Large Value -1.28% 19.13% 8.94%
Perpetual WealthFocus Pension - Perpetual Industrial Shares PER0010AU starstarstarstar Equity Australia Large Value 1.56% 34.45% 10.25%
Perpetual WealthFocus Pension - Perpetual Share Plus Long/Short PER0148AU starstarstarstarstar Equity Australia Large Value 0.49% 21.23% 10.82%
Perpetual WealthFocus Pension - Vanguard Australian Index PER0528AU starstarstar Equity Australia Large Blend 2.28% 24.80% 8.45%
Perpetual WealthFocus Super - Ausbil Australian Active Equities PER0228AU starstarstar Equity Australia Large Growth 1.44% 20.49% 7.49%
Perpetual WealthFocus Super - Fidelity Australian Equities PER0423AU starstarstar Equity Australia Large Blend 3.29% 20.65% 5.54%
Perpetual WealthFocus Super - Perpetual Industrial Shares PER0023AU starstarstar Equity Australia Large Value 1.18% 29.44% 8.73%
Perpetual WealthFocus Super - Perpetual Share Plus Long/Short PER0224AU starstarstarstarstar Equity Australia Large Value 0.30% 19.08% 9.88%
Perpetual WealthFocus Super - Vanguard Australian Index PER0537AU starstarstar Equity Australia Large Blend 1.88% 22.31% 7.72%
Perpetual WealthFocus Term Allocated Pension - Ausbil Australian Active Equities PER0354AU starstarstar Equity Australia Large Growth 1.75% 22.61% 8.29%
Perpetual WealthFocus Term Allocated Pension - Fidelity Australian Equities PER0430AU starstarstar Equity Australia Large Blend 3.69% 22.55% 6.14%
Perpetual WealthFocus Term Allocated Pension - Perpetual Australian Shares PER0333AU starstarstar Equity Australia Large Value -0.59% 19.34% 6.70%
Perpetual WealthFocus Term Allocated Pension - Perpetual Concentrated Equities PER0336AU starstarstar Equity Australia Large Value -1.28% 19.13% 8.94%
Perpetual WealthFocus Term Allocated Pension - Perpetual Industrial Shares PER0342AU starstarstarstar Equity Australia Large Value 1.56% 34.45% 10.25%
Perpetual WealthFocus Term Allocated Pension - Perpetual Share Plus Long/Short PER0347AU starstarstarstarstar Equity Australia Large Value 0.49% 21.23% 10.82%
Perpetual WealthFocus Term Allocated Pension - Vanguard Australian Index starstarstar Equity Australia Large Blend 2.28% 24.80% 8.45%
Plato Australian Shares Income WHT0039AU starstarstarstar Australia Equity Income 1.63% 22.14% 7.17%
Platypus Australian Equities - Wholesale AUS0030AU starstarstarstar Equity Australia Large Growth 4.76% 40.09% 4.78%
PM Capital Australian Companies PMC0101AU starstarstarstar Equity Australia Large Blend -2.80% 8.04% 5.95%
Prime Value Equity Income PVA0002AU starstarstar Australia Equity Income 0.15% 22.98% 8.62%
Prime Value Equity Income B PVA0022AU starstarstarstar Australia Equity Income 0.21% 23.23% 8.83%
Prime Value Growth B PVA0011AU starstarstar Equity Australia Large Blend 3.80% 26.23% 4.57%

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Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.