Perpetual WealthFocus Super - Alphinity Australian Shares - Managed Fund (Closed)

The objective of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is The Fund aims to outperform its benchmark after costs and over rolling five-year periods.

The strategy of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is Alphinity is an active, core Australian equities manager that believes a company's earnings ultimately will drive its share price over time. Alphinity believe the market is typically inefficient at accurately pricing future consequences of new information that will affect company earnings, therefore clearly identifiable characteristics exist for companies whose earnings ability is likely to be under (or over) estimated by the market, allowing an investor to exploit this inefficiency to create outperformance.

The APIR code of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is PER0379AU.

Perpetual WealthFocus Super - Alphinity Australian Shares’s total return last month was 0.45%. This was made up of a growth return of 0.45% and an income return of 0%. These returns were calculated as at 30 Apr 2015.

Perpetual WealthFocus Super - Alphinity Australian Shares’s total return for the last three months was 6.24%. This was made up of a growth return of 6.24% and an income return of 0%%. These returns were calculated as at 30 Apr 2015.

Perpetual WealthFocus Super - Alphinity Australian Shares’s one-year total return is 9.82%. This was made up of a growth return of 9.82% and an income return of 0%. These returns were calculated as at 30 Apr 2015.

Perpetual WealthFocus Super - Alphinity Australian Shares’s one-year total return is 13.75%. This was made up of a growth return of 13.75% and an income return of 0%. These returns were calculated as at 30 Apr 2015.

The asset allocation of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is :

The Responsible Entity for the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Super - Alphinity Australian Shares managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 30 Apr 2015, the size of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund was $0.59 million.

The Perpetual WealthFocus Super - Alphinity Australian Shares managed fund has an inception date of 1 Dec 2006.

The current entry price of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is $1.27994 per unit and the current exit price is $1.27484 per unit (as at 8 May 2015).

The current exit price of the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is $1.27484 per unit and the current entry price is $1.27994 per unit (as at 8 May 2015).

The minimum initial investment amount for the Perpetual WealthFocus Super - Alphinity Australian Shares managed fund is $1,000. Minimum additional investment is $1000.