Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities - Managed Fund

The objective of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is Aims to outperform the S&P/ASX 300 Accumulation Index per annum over rolling three-year periods with moderate tax-effective income by investing in a portfolio of listed Australian equities that are generally chosen from the S&P/ASX 300 Index.

The strategy of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is The broad investment philosophy is that active management of portfolios facilitates consistent and risk controlled outperformance. Rather than focus only on growth or value investing, the investment processes allow the investment manager to exploit the inefficiencies across the entire market, at all stages of the cycle and across all market conditions.

The APIR code of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is PER0450AU.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities’s total return last month was -1.89%. This was made up of a growth return of -1.89% and an income return of 0%. These returns were calculated as at 31 Oct 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities’s total return for the last three months was 1.77%. This was made up of a growth return of 1.77% and an income return of 0%%. These returns were calculated as at 31 Oct 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities’s one-year total return is 22.46%. This was made up of a growth return of 14.49% and an income return of 7.97%. These returns were calculated as at 31 Oct 2024.

Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities’s one-year total return is 7.14%. This was made up of a growth return of -2.84% and an income return of 9.98%. These returns were calculated as at 31 Oct 2024.

The asset allocation of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is :

The Responsible Entity for the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 30 Sep 2024, the size of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund was $56.13 million.

The Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund has an inception date of 10 Nov 2008.

The current entry price of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is $1.66194 per unit and the current exit price is $1.65532 per unit (as at 19 Nov 2024).

The current exit price of the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is $1.65532 per unit and the current entry price is $1.66194 per unit (as at 19 Nov 2024).

The minimum initial investment amount for the Perpetual WealthFocus Investment Advantage - Ausbil Australian Active Equities managed fund is $2,000. Minimum additional investment is $1000.