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Fund name APIR Morningstar
rating
Sector Returns
3 Mth. 1 Yr. 3 Yr.
Perpetual WealthFocus Investments - Arnhem Australian Equity (Closed) PER0161AU starstarstarstar Equity Australia Large Growth 5.48% -3.76% 7.32%
Perpetual WealthFocus Investments - Ausbil Australian Active Equities (Closed) PER0189AU starstarstar Equity Australia Large Growth 3.62% -6.59% 7.64%
Perpetual WealthFocus Investments - Ausbil Australian Emerging Leaders (Closed) PER0287AU starstarstar Equity Australia Mid/Small Growth 5.31% -8.71% 11.63%
Perpetual WealthFocus Investments - Bentham Global Income (Closed) PER0374AU starstarstarstar Unconstrained Fixed Income 3.34% 0.85% 20.88%
Perpetual WealthFocus Investments - BlackRock Balanced (Closed) PER0190AU starstarstar Multisector Growth 3.99% 1.60% 6.66%
Perpetual WealthFocus Investments - BlackRock Monthly Income (Closed) PER0299AU starstarstar Diversified Credit 3.09% -1.76% 18.55%
Perpetual WealthFocus Investments - BT International Share (Closed) PER0185AU starstarstarstar Equity World Large Blend 6.17% -0.57% 2.36%
Perpetual WealthFocus Investments - BT Property Securities (Closed) PER0174AU starstarstarstar Equity Australia Real Estate 6.85% 6.03% 13.46%
Perpetual WealthFocus Investments - Fidelity Australian Equities (Closed) PER0409AU starstarstarstar Equity Australia Large Blend 4.92% -1.90% 10.55%
Perpetual WealthFocus Investments - GMO Global Equity (Closed) PER0160AU starstarstar Equity World Large Blend 4.76% -2.44% 0.58%
Perpetual WealthFocus Investments - Investor Mutual Australian Shares (Closed) PER0176AU starstarstarstar Equity Australia Large Blend 6.11% 1.76% 10.36%
Perpetual WealthFocus Investments - Macquarie Income Opportunities (Closed) PER0192AU starstarstar Diversified Credit 1.85% 3.16% 7.45%
Perpetual WealthFocus Investments - Perennial Value Shares (Closed) PER0293AU starstarstar Equity Australia Large Value 3.86% -7.21% 7.65%
Perpetual WealthFocus Investments - Perpetual Australian Shares (Closed) PER0241AU starstarstarstar Equity Australia Large Value 4.72% -2.09% 12.05%
Perpetual WealthFocus Investments - Perpetual Small Companies (Closed) PER0113AU starstarstar Equity Australia Mid/Small Blend 7.04% -5.01% 20.93%
Perpetual WealthFocus Investments - Platinum Asia (Closed) PER0376AU starstarstarstar Equity Asia Pacific w/o Japan 5.19% -3.03% 2.91%
Perpetual WealthFocus Investments - Platinum International PER0186AU starstarstar Equity World Large Blend 4.24% -5.35% -0.38%
Perpetual WealthFocus Investments - Schroder Australian Equities (Closed) PER0187AU starstarstarstar Equity Australia Large Blend 4.53% -3.64% 10.64%
Perpetual WealthFocus Investments - Schroder Balanced (Closed) PER0188AU starstarstarstarstar Multisector Growth 4.06% 1.87% 9.45%
Perpetual WealthFocus Investments - T. Rowe Price Global Equities (Closed) PER0412AU starstarstar Equity World Large Growth 6.46% -1.57% 1.35%
Perpetual WealthFocus Investments - Vanguard International Shares Index Hedged (Closed) PER0195AU starstarstar Equity World - Currency Hedged 5.48% 0.63% 14.71%
Perpetual WealthFocus Investments - Vanguard Property Securities Index (Closed) PER0196AU starstarstar Equity Australia Real Estate 6.70% 5.19% 12.66%
Perpetual WealthFocus Pension - AMP Capital Global Property Securities (Closed) PER0524AU starstarstar Equity Global Real Estate -1.49% 24.55% 8.30%
Perpetual WealthFocus Pension - Ausbil Australian Emerging Leaders (Closed) PER0288AU starstarstar Equity Australia Mid/Small Growth 8.84% 6.06% 6.34%
Perpetual WealthFocus Pension - Australian Unity - Mortg (Closed) PER0413AU starstarstarstarstar Mortgages 0.42% 0.25% -2.69%

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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.