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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual Select Allctd Pension Balanced Investment Option WDL0012AU starstarstarstarstar Multisector Balanced 1.23% 16.68% 5.18%
Perpetual Select Allctd Pension Growth Investment Option WDL0018AU starstarstarstarstar Multisector Growth 1.41% 18.60% 5.98%
Perpetual WealthFocus Pension - Ausbil Australian Active Equities PER0152AU starstarstar Equity Australia Large Growth 1.75% 22.61% 8.29%
Perpetual WealthFocus Pension - BlackRock Balanced PER0153AU starstarstarstar Multisector Growth 2.27% 20.74% 6.36%
Perpetual WealthFocus Pension - Fidelity Australian Equities PER0416AU starstarstar Equity Australia Large Blend 3.69% 22.55% 6.14%
Perpetual WealthFocus Pension - Lazard Global Listed Infrastructure PER0443AU starstarstarstar Equity Global Infrastructure -0.20% 16.14% 6.09%
Perpetual WealthFocus Pension - Magellan Global PER0079AU starstarstar Equity World Large Blend 1.01% 25.66% 8.56%
Perpetual WealthFocus Pension - Perpetual Australian Shares PER0014AU starstarstar Equity Australia Large Value -0.59% 19.34% 6.70%
Perpetual WealthFocus Pension - Perpetual Balanced Growth PER0015AU starstarstarstar Multisector Growth 0.19% 12.41% 5.72%
Perpetual WealthFocus Pension - Perpetual Cash PER0005AU starstarstarstar Australian Cash 1.13% 4.43% 2.84%
Perpetual WealthFocus Pension - Perpetual Concentrated Equities PER0145AU starstarstar Equity Australia Large Value -1.28% 19.13% 8.94%
Perpetual WealthFocus Pension - Perpetual Conservative Growth PER0016AU starstarstar Multisector Moderate 0.11% 8.90% 3.02%
Perpetual WealthFocus Pension - Perpetual Diversified Growth PER0129AU starstarstarstar Multisector Balanced 0.04% 10.41% 4.32%
Perpetual WealthFocus Pension - Perpetual Diversified Income PER0285AU starstarstarstar Diversified Credit 1.77% 8.16% 4.33%
Perpetual WealthFocus Pension - Perpetual Ethical SRI PER0146AU starstarstarstar Equity Australia Mid/Small Value -0.21% 24.09% 7.83%
Perpetual WealthFocus Pension - Perpetual Industrial Shares PER0010AU starstarstarstar Equity Australia Large Value 1.56% 34.45% 10.25%
Perpetual WealthFocus Pension - Perpetual International Shares PER0130AU starstarstarstar Equity World Large Value 4.05% 18.48% 10.46%
Perpetual WealthFocus Pension - Perpetual Share Plus Long/Short PER0148AU starstarstarstarstar Equity Australia Large Value 0.49% 21.23% 10.82%
Perpetual WealthFocus Pension - Perpetual Small Companies PER0008AU starstarstar Equity Australia Mid/Small Blend -0.87% 15.00% 3.97%
Perpetual WealthFocus Pension - Perpetual Split Growth PER0108AU starstarstar Multisector Aggressive 1.67% 19.81% 11.82%
Perpetual WealthFocus Pension - Schroder Fixed Income PER0369AU starstarstarstar Bonds - Australia -0.40% 8.27% -1.02%
Perpetual WealthFocus Pension - T. Rowe Price Global Equities PER0419AU starstarstar Equity World Large Growth 3.09% 27.48% 3.26%
Perpetual WealthFocus Pension - Vanguard Australian Fixed Interest Index PER0157AU starstarstar Bonds - Australia -0.45% 6.64% -1.06%
Perpetual WealthFocus Pension - Vanguard Australian Index PER0528AU starstarstar Equity Australia Large Blend 2.28% 24.80% 8.45%
Perpetual WealthFocus Pension - Vanguard International Shares Index Hedged PER0158AU starstarstar Equity World - Currency Hedged 2.05% 30.89% 5.83%

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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.