Perpetual Select Investments Geared Australian Share
Unit price
$0.3624
as at 21 Oct 2020
Fund size
$2.3M
as at 30 Sept 2020
Inception
14 Mar 2007
About this Investment
Investment objective: To enhance long-term capital growth through borrowing (gearing) to invest in a diversified portfolio of Australian shares. The fund was launched on 14 March 2007. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Large Caps Australia
Investor Type
Both
Structure
Managed Fund
APIR code
PER0397AU
Asset Allocation
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP Group Ltd | 21.43% |
| Commonwealth Bank of Australia | 17.28% |
| Washington H. Soul Patt. | 9.19% |
| National Australia Bank Limited | 7.95% |
| ANZ Group Holdings Limited | 7.52% |
| Ramsay Health Care Limited | 6.26% |
| Rio Tinto Limited | 6.09% |
| EVT Limited | 5.89% |
| GOODMAN GROUP | 5.58% |
| Westpac Banking Corporation | 5.24% |
| Total | 92.4% |
Portfolio as at 30 Sept 2026.
Documents
UpdatedAusBiz Wrap Platform
About Us
From AusBiz(1)
View allWhy this fund manager is focused on global diversification
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General advice warning. This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the PDS and TMD before making any decision. ausbiz Invest is a trading name of Ellerfield Private Wealth Ltd (ABN 86 161 363 097), AFSL 436859. Read our Financial Services Guide.
AusBiz Wrap is operated by [HUB24 operator / trustee entity, ABN, AFSL], which issues the AusBiz Wrap PDS. ausbiz Invest is the promoter of AusBiz Wrap. The fund is issued by Perpetual Investment Management.
Fund data supplied by FE fundinfo. Prices as at 2020-10-21; performance to 2026-09-30; portfolio as at 2026-09-30. ausbiz Invest does not guarantee third-party data.
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