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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Select Investments Conservative (Closed) PER0247AU starstarstar Multisector Moderate -0.77% -5.86% 1.43%
Perpetual WealthFocus Investment Advantage - Alphinity Australian Shares (Closed) PER0464AU starstarstar Equity Australia Large Blend 6.94% 9.83% 15.15%
Perpetual WealthFocus Investment Advantage - Aspect Diversified Futures (Closed) PER0700AU starstarstar Alternative - Systematic Trend -2.28% 14.02% 6.37%
Perpetual WealthFocus Investment Advantage - Ausbil Australian Emerging Leaders (Closed) PER0451AU starstarstar Equity Australia Mid/Small Growth 8.73% 6.29% 5.60%
Perpetual WealthFocus Investment Advantage - Bentham Global Income (Closed) PER0467AU starstarstar Unconstrained Fixed Income 4.03% 4.97% 2.95%
Perpetual WealthFocus Investment Advantage - BlackRock Monthly Income (Closed) PER0460AU starstarstar Diversified Credit 0.89% 6.32% 2.84%
Perpetual WealthFocus Investment Advantage - Dynamic Fixed Income (Closed) PER0738AU starstarstar Diversified Credit 2.37% 5.81% 1.18%
Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active (Closed) PER0477AU starstarstar Equity Australia Large Blend 2.38% 14.88% 7.37%
Perpetual WealthFocus Investment Advantage - Ibbotson Balanced Growth (Closed) PER0478AU starstarstar Multisector Balanced 0.57% 0.39% 4.59%
Perpetual WealthFocus Investment Advantage - Morningstar Growth Rl Return (Closed) PER0480AU starstarstar Multisector Growth 5.86% 10.35% 7.96%
Perpetual WealthFocus Investment Advantage - Pendal Australian Equity (Closed) PER0461AU starstarstar Equity Australia Large Blend 8.35% 10.88% 8.36%
Perpetual WealthFocus Investment Advantage - Pendal Property Securities (Closed) PER0463AU starstarstarstar Equity Australia Real Estate 17.60% 16.02% 9.81%
Perpetual WealthFocus Investment Advantage - Platinum Asia (Closed) PER0497AU starstarstar Equity Asia Pacific w/o Japan 3.45% 2.10% -4.93%
Perpetual WealthFocus Investment Advantage - Schroder Australian Equities (Closed) PER0501AU starstarstar Equity Australia Large Blend 8.56% 8.37% 9.56%
Perpetual WealthFocus Investment Advantage - Schroder Global Emerging Market (Closed) PER0545AU starstarstar Equity Emerging Markets 9.15% 20.07% 10.32%
Perpetual WealthFocus Investment Advantage - Solaris Core Australian Equities (Closed) PER0503AU starstarstar Equity Australia Large Blend 0.10% 0.74% 9.55%
Perpetual WealthFocus Investment Advantage - Templeton Global Equity (Closed) PER0505AU starstarstar Equity World Large Value 9.15% 18.58% 24.24%
Perpetual WealthFocus Investment Advantage - Walter Scott Global Equities Hedged (Closed) PER0547AU starstarstar Equity World Large Growth 2.33% 0.95% 11.50%
Perpetual WealthFocus Investments - Allianz Global Investment Ana Choic (Closed) PER0173AU starstarstar Equity World Large Growth -8.01% -24.16% -12.60%
Perpetual WealthFocus Investments - BlackRock Index Australian LPrpty (Closed) PER0372AU starstarstar Equity Australia Real Estate 6.42% 5.22% 12.18%
Perpetual WealthFocus Investments - Ibbotson International Shares Act Unhedged (Closed) PER0183AU starstarstar Equity World Large Blend 7.18% -1.52% 3.17%
Perpetual WealthFocus Investments - Perpetual Balanced Growth (Closed) PER0100AU starstarstar Multisector Growth 4.00% 3.20% 7.66%
Perpetual WealthFocus Investments - Perpetual Concentrated Equities (Closed) PER0237AU starstarstarstar Equity Australia Large Value 5.34% 0.98% 11.60%
Perpetual WealthFocus Investments - Perpetual Conservative Growth (Closed) PER0238AU starstarstar Multisector Moderate 2.69% 5.75% 7.14%
Perpetual WealthFocus Investments - Perpetual Diversified Growth (Closed) PER0112AU starstarstar Multisector Balanced 3.55% 4.56% 7.34%

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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.