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Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Investment Advantage - Perpetual Diversified Real Return PER0739AU starstarstar Multisector Flexible 3.78% 5.37% 2.50%
Perpetual WealthFocus Investment Advantage - Perpetual ESG Australian Share PER0491AU starstarstarstar Equity Australia Mid/Small Value 5.88% 17.32% 7.57%
Perpetual WealthFocus Investment Advantage - Perpetual Industrial Shares PER0028AU starstarstar Equity Australia Large Value 5.31% 25.63% 7.96%
Perpetual WealthFocus Investment Advantage - Perpetual Share Plus Long/Short PER0495AU starstarstarstar Equity Australia Large Value 2.51% 16.51% 8.54%
Perpetual WealthFocus Investment Advantage - Perpetual Small Companies PER0039AU starstarstarstar Equity Australia Mid/Small Blend 3.21% 8.99% 4.39%
Perpetual WealthFocus Investment Advantage - T. Rowe Price Global Equities PER0504AU starstarstar Equity World Large Growth 1.09% 19.41% 1.84%
Perpetual WealthFocus Investment Advantage - Vanguard Australian Index PER0546AU starstarstar Equity Australia Large Blend 7.44% 20.77% 7.51%
Perpetual WealthFocus Investment Advantage - Vanguard International Shares Index Hedged PER0508AU starstarstar Equity World - Currency Hedged 4.37% 28.77% 8.15%
Perpetual WealthFocus Term Allocated Pension - Perpetual Australian Shares PER0333AU starstarstar Equity Australia Large Value 6.01% 15.83% 7.38%
Perpetual WealthFocus Term Allocated Pension - Perpetual Small Companies PER0348AU starstarstarstar Equity Australia Mid/Small Blend 3.67% 10.05% 5.53%
Perpetual Wholesale International Share PER0050AU starstarstarstar Equity World Large Value 7.96% 16.18% 9.90%
Trillium ESG Global Equity PER2095AU starstarstar Equity World Large Growth 3.22% 17.84% 5.12%
WealthFocus Barrow Hanley Global Share PER0031AU starstarstarstar 7.87% 15.89% 9.69%
WealthFocus Perpetual Diversified Income PER0284AU starstarstarstar Diversified Credit 1.48% 7.64% 4.07%
WealthFocus Perpetual Industrial Share PER0011AU starstarstar Equity Australia Large Value 5.34% 25.66% 7.88%
Perpetual Balanced Growth NEF (Closed) PER0101AU starstarstar Multisector Growth 3.94% 2.80% 7.23%
Perpetual Income Series Monthly Income (Closed) PER0002AU starstarstar Mortgages 0.70% 3.46% 3.73%
Perpetual Select Fixed Income Fund - PPSW (Closed) PER0682AU starstarstar Bonds - Global / Australia -3.60% -7.68% -1.58%
Perpetual Select Geared Australian Shares Fund (Closed) PER0397AU starstarstar Equity Australia Large Geared 2.53% -31.83% -5.35%
Perpetual Select Investment Balanced (Closed) PER0679AU starstarstarstar Multisector Balanced -5.98% -6.43% 2.62%
Perpetual Select Investment Conservative (Closed) PER0677AU starstarstar Multisector Moderate -4.58% -6.20% 0.84%
Perpetual Select Investment Diversified (Closed) PER0678AU starstarstar Multisector Balanced -5.41% -5.95% 1.77%
Perpetual Select Investment Growth (Closed) PER0680AU starstarstarstar Multisector Growth -6.47% -6.46% 3.33%
Perpetual Select Investment International Share (Closed) PER0686AU starstarstar Equity World Large Value 11.10% 20.42% 9.11%
Perpetual Select Investments Conservative (Closed) PER0247AU starstarstar Multisector Moderate -0.77% -5.86% 1.43%

51 - 75 of 137 results

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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.