Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active - Managed Fund (Closed)

The objective of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund is Aims to maximise out-performance relative to the benchmark (S&P/ASX300 Accumulation Index) over rolling seven-year periods by investing predominately in listed Australian shares.

The strategy of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund is The fund aims to produce superior long-term returns whilst reducing volatility of short-term returns relative to the performance benchmark. To achieve this aim, Ibbotson seeks to appoint superior and complementary active underlying managers to manage the assets of the fund. These managers are each expected to deliver superior long-term performance, however they are expected to deliver their outperformance during different phases of the market cycle.

The APIR code of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund is PER0477AU.

Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active’s total return last month was -2.93%. This was made up of a growth return of -2.93% and an income return of 0%. These returns were calculated as at 31 Jan 2017.

Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active’s total return for the last three months was 2.38%. This was made up of a growth return of 0% and an income return of 2.38%%. These returns were calculated as at 31 Jan 2017.

Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active’s one-year total return is 14.88%. This was made up of a growth return of -12.36% and an income return of 27.24%. These returns were calculated as at 31 Jan 2017.

Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active’s one-year total return is 7.37%. This was made up of a growth return of -6.38% and an income return of 13.75%. These returns were calculated as at 31 Jan 2017.

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

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

The Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Jan 2017, the size of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund was $4.87 million.

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

The current entry price of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund is $1.06032 per unit and the current exit price is $1.0582 per unit (as at 10 Feb 2017).

The current exit price of the Perpetual WealthFocus Investment Advantage - Ibbotson Australian Shares Active managed fund is $1.0582 per unit and the current entry price is $1.06032 per unit (as at 10 Feb 2017).

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