InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Perpetual Select Allctd Pension Growth Investment Option - Managed fund profile

Perpetual Select Allctd Pension Growth Investment Option - Managed Fund

Fund Objective
Invests into a diverse mix of assets, combining specialist investment managers.
Fund Strategy
Aims to: provide investors with long-term capital growth and income through investment in a diversified portfolio with a strong emphasis on Australian and international share investments ,outperform the CPI by 4.0% (before fees and tax) over rolling five to ten-year periods ,outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
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.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.71% 1.41% 5.86% 18.6% 11.46% 5.98% 7.22% 7.32%
Growth return 0.71% 1.41% 5.86% -% 11.46% 5.98% 7.22% 7.32%
Income return 0% 0% 0% -% 0% 0% 0% 0%
Market index (Morningstar AUS Growth Tgt Alloc NR AUD)
Total return -0.43% 1.58% 7.38% 20.91% 12.04% 5.34% 6.61% 7.49%
As at 31 Oct 2024. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
4.40%
Australian Equities
27.52%
International Equities
34.02%
Cash
5.63%
Property
6.78%
Fixed Interest
21.64%

General Information

Fund Details
Type Description
Perpetual Select Allctd Pension Growth Investment Option
Perpetual Superannuation Limited
WDL0018AU
Multisector Growth
starstarstarstarstar (as at 31 Oct 2024)
Unknown
1 Jul 1994
$315.15 million (as at 30 Jun 2024)
$85.71728 (as at 20 Nov 2024)
$85.54618 (as at 20 Nov 2024)
Open
Offer information
Type Description
MER 1.15% (as at 3 Jul 2023)
Indirect Cost Ratio (ICR) - Estimated 1% (as at 30 Jun 2024) (Estimated)
Performance fee (included in ICR) 0.03
Minimum initial investment

FAQs about the Perpetual Select Allctd Pension Growth Investment Option

The objective of the Perpetual Select Allctd Pension Growth Investment Option managed fund is Invests into a diverse mix of assets, combining specialist investment managers.

The strategy of the Perpetual Select Allctd Pension Growth Investment Option managed fund is Aims to: provide investors with long-term capital growth and income through investment in a diversified portfolio with a strong emphasis on Australian and international share investments ,outperform the CPI by 4.0% (before fees and tax) over rolling five to ten-year periods ,outperform (before fees and tax), over rolling three-year periods, a composite benchmark reflecting the target allocations at any time to the various asset types

The APIR code of the Perpetual Select Allctd Pension Growth Investment Option managed fund is WDL0018AU.

Perpetual Select Allctd Pension Growth Investment Option’s total return last month was 0.71%. This was made up of a growth return of 0.71% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Perpetual Select Allctd Pension Growth Investment Option’s total return for the last three months was 1.41%. This was made up of a growth return of 1.41% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Perpetual Select Allctd Pension Growth Investment Option’s one-year total return is 18.6%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Oct 2024.

Perpetual Select Allctd Pension Growth Investment Option’s one-year total return is 5.98%. This was made up of a growth return of 5.98% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Perpetual Select Allctd Pension Growth Investment Option managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the Perpetual Select Allctd Pension Growth Investment Option managed fund is Perpetual Superannuation Limited.

The Perpetual Select Allctd Pension Growth Investment Option managed fund belongs to the Multisector Growth sector/asset class.

As at 30 Jun 2024, the size of the Perpetual Select Allctd Pension Growth Investment Option managed fund was $315.15 million.

The Perpetual Select Allctd Pension Growth Investment Option managed fund has an inception date of 1 Jul 1994.

The current entry price of the Perpetual Select Allctd Pension Growth Investment Option managed fund is $85.71728 per unit and the current exit price is $85.54618 per unit (as at 20 Nov 2024).

The current exit price of the Perpetual Select Allctd Pension Growth Investment Option managed fund is $85.54618 per unit and the current entry price is $85.71728 per unit (as at 20 Nov 2024).

The minimum initial investment amount for the Perpetual Select Allctd Pension Growth Investment Option managed fund is $0.

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.