InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds

Managed Funds

Try our compare your fund tool.

OR

Reset Filters

Search Results

Fund name APIR Morningstar
rating		 Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Pension - Vanguard Property Securities Index PER0159AU starstarstar Equity Australia Real Estate 4.21% 49.70% 7.06%
Perpetual WealthFocus Super - Ausbil Australian Active Equities PER0228AU starstarstar Equity Australia Large Growth 1.44% 20.49% 7.49%
Perpetual WealthFocus Super - BlackRock Balanced PER0229AU starstarstar Multisector Growth 1.92% 18.23% 5.56%
Perpetual WealthFocus Super - Fidelity Australian Equities PER0423AU starstarstar Equity Australia Large Blend 3.29% 20.65% 5.54%
Perpetual WealthFocus Super - Lazard Global Listed Infrastructure PER0445AU starstarstarstar Equity Global Infrastructure -0.14% 14.17% 5.64%
Perpetual WealthFocus Super - Magellan Global PER0197AU starstarstar Equity World Large Blend 0.70% 23.45% 8.00%
Perpetual WealthFocus Super - Perpetual Balanced Growth PER0017AU starstarstar Multisector Growth 0.05% 11.13% 5.10%
Perpetual WealthFocus Super - Perpetual Cash PER0027AU starstarstarstar Australian Cash 0.96% 3.83% 2.53%
Perpetual WealthFocus Super - Perpetual Conservative PER0018AU starstarstar Multisector Moderate 0.00% 7.92% 2.67%
Perpetual WealthFocus Super - Perpetual Diversified Growth PER0123AU starstarstar Multisector Balanced -0.06% 9.29% 3.82%
Perpetual WealthFocus Super - Perpetual Diversified Income PER0286AU starstarstarstar Diversified Credit 1.55% 7.04% 3.76%
Perpetual WealthFocus Super - Perpetual Ethical SRI PER0222AU starstarstar Equity Australia Mid/Small Value -0.41% 21.45% 6.84%
Perpetual WealthFocus Super - Perpetual Industrial Shares PER0023AU starstarstar Equity Australia Large Value 1.18% 29.44% 8.73%
Perpetual WealthFocus Super - Perpetual International Shares PER0024AU starstarstarstar Equity World Large Value 3.70% 17.27% 9.92%
Perpetual WealthFocus Super - Perpetual Share Plus Long/Short PER0224AU starstarstarstarstar Equity Australia Large Value 0.30% 19.08% 9.88%
Perpetual WealthFocus Super - Perpetual Small Companies PER0025AU starstarstar Equity Australia Mid/Small Blend -0.92% 12.93% 3.29%
Perpetual WealthFocus Super - Schroder Fixed Income PER0381AU starstarstarstar Bonds - Australia -0.56% 7.39% -0.69%
Perpetual WealthFocus Super - T. Rowe Price Global Equities PER0426AU starstarstar Equity World Large Growth 2.57% 24.81% 2.82%
Perpetual WealthFocus Super - Vanguard Australian Fixed Interest Index PER0233AU starstarstar -0.57% 5.87% -0.77%
Perpetual WealthFocus Super - Vanguard Australian Index PER0537AU starstarstar Equity Australia Large Blend 1.88% 22.31% 7.72%
Perpetual WealthFocus Super - Vanguard International Shares Index Hedged PER0234AU starstarstar Equity World - Currency Hedged 1.57% 27.79% 5.45%
Perpetual WealthFocus Super - Vanguard Property Securities Index PER0235AU starstarstar Equity Australia Real Estate 3.70% 44.64% 6.54%
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 - BlackRock Balanced PER0355AU starstarstarstar Multisector Growth 2.27% 20.74% 6.36%
Perpetual WealthFocus Term Allocated Pension - Fidelity Australian Equities PER0430AU starstarstar Equity Australia Large Blend 3.69% 22.55% 6.14%

26 - 50 of 154 results

Page 2 of 7

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.