Perpetual Geared Australian - Managed Fund

Fund Objective

The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	2.68%	-0.26%	-0.94%	0.28%	5.98%	3.57%	13.2%	10.2%
Growth return	-2.24%	1.18%	-10.63%	-0.68%	-0.2%	0.37%	-0.11%	-0.18%
Income return	4.92%	-1.44%	9.69%	0.96%	6.18%	3.2%	13.31%	10.38%
Market index (S&P/ASX 200 TR AUD)
Total return	1.78%	0.36%	3.06%	7.37%	11.2%	9.81%	10.21%	10.12%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual Geared Australian

Australian Equities: 182.36%

International Equities: 27.43%

Cash: -109.79%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 95.80%

International Equities: 4.26%

Cash: -1.03%

Property & Infrastructure: 1.32%

Fixed Interest: -0.33%

Alternatives: -0.02%

General Information

Fund Details

Type	Description
Fund Name	Perpetual Geared Australian
Responsible Entity	Perpetual Investment Management Ltd
APIR Code	PER0071AU
Sector/Asset Class	Equity Australia Large Geared
Morningstar Rating	(as at 31 Jan 2026)
Legal Structure	Investment Fund
Fund Inception	14 Mar 2003
Fund Size	$343392717 million (as at 31 Dec 2025)
Entry Price	$1.81761 (as at 11 Feb 2026)
Exit Price	$1.80673 (as at 11 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.17% (as at 12 May 2025)
Indirect Cost Ratio (ICR)	2.42% (as at 30 Jun 2025)
Minimum initial investment	$25,000
Minimum additional investments	$2,000.00
Minimum redemption amount	$100.00

Top 10 holdings (as at 30 Nov 2025)

Holding (as at 30 Nov 2025)	Type	% of Portfolio
Commonwealth Bank of Australia		17.24%
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FAQs about the Perpetual Geared Australian

What is the objective of the Perpetual Geared Australian managed fund?

The objective of the Perpetual Geared Australian managed fund is The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

What is the strategy for the Perpetual Geared Australian managed fund?

The strategy of the Perpetual Geared Australian managed fund is The fund aims to: enhance long-term capital growth through borrowing (gearing) to invest predominantly in quality Australian industrial and resource shares outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

What is the APIR code of the Perpetual Geared Australian managed fund?

The APIR code of the Perpetual Geared Australian managed fund is PER0071AU.

What was Perpetual Geared Australian’s total return last month?

Perpetual Geared Australian’s total return last month was 2.68%. This was made up of a growth return of -2.24% and an income return of 4.92%. These returns were calculated as at 31 Jan 2026.

What was Perpetual Geared Australian’s total return for the last three months?

Perpetual Geared Australian’s total return for the last three months was -0.26%. This was made up of a growth return of 1.18% and an income return of -1.44%%. These returns were calculated as at 31 Jan 2026.

What is Perpetual Geared Australian’s one-year total return?

Perpetual Geared Australian’s one-year total return is 0.28%. This was made up of a growth return of -0.68% and an income return of 0.96%. These returns were calculated as at 31 Jan 2026.

What is Perpetual Geared Australian’s three-year total return?

Perpetual Geared Australian’s one-year total return is 3.57%. This was made up of a growth return of 0.37% and an income return of 3.2%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Perpetual Geared Australian managed fund?

The asset allocation of the Perpetual Geared Australian managed fund is :

Australian Equities: 182.36%

International Equities: 27.43%

Cash: -109.79%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Who is the responsible Entity of the Perpetual Geared Australian managed fund?

The Responsible Entity for the Perpetual Geared Australian managed fund is Perpetual Investment Management Ltd.

What sector/asset class does the Perpetual Geared Australian managed fund belong to?

The Perpetual Geared Australian managed fund belongs to the Equity Australia Large Geared sector/asset class.

What is the size of the Perpetual Geared Australian managed fund?

As at 31 Dec 2025, the size of the Perpetual Geared Australian managed fund was $343392717 million.

What is the inception date of the Perpetual Geared Australian managed fund?

The Perpetual Geared Australian managed fund has an inception date of 14 Mar 2003.

What is the current entry price of the Perpetual Geared Australian managed fund?

The current entry price of the Perpetual Geared Australian managed fund is $1.81761 per unit and the current exit price is $1.80673 per unit (as at 11 Feb 2026).

What is the current exit price of the Perpetual Geared Australian managed fund?

The current exit price of the Perpetual Geared Australian managed fund is $1.80673 per unit and the current entry price is $1.81761 per unit (as at 11 Feb 2026).

What is the minimum investment amount for the Perpetual Geared Australian managed fund?

The minimum initial investment amount for the Perpetual Geared Australian managed fund is $25,000. Minimum additional investment is $2000.

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.

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