Unit price
$0.9637
as at 15 May 2012
Fund size
$2.2M
as at 31 Mar 2012
Inception
23 Nov 1998
About this Investment
Investment objective: To achieve long-term capital growth through investment in a mix of international shares and Australian industrial shares and other securities. The fund was launched on 23 November 1998. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Multi Asset Portfolios
Investor Type
Both
Structure
Managed Fund
APIR code
PER0065AU
Asset Allocation
Top 10 holdings
| Holding | Weight |
|---|---|
| Apple Inc. | 2.6% |
| Alphabet Inc. | 2.4% |
| NVIDIA Corporation | 2.4% |
| Microsoft Corporation | 2.3% |
| Broadcom Inc. | 1.4% |
| Amazon.com, Inc. | 1.4% |
| Chevron Corporation | 1.2% |
| Exxonmobil Holdings Corporation | 0.9% |
| Roche Holding Ltd | 0.9% |
| AbbVie, Inc. | 0.9% |
| Total | 16.4% |
Portfolio as at 31 Dec 2025.
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 2012-05-15; performance to 2026-09-30; portfolio as at 2025-12-31. ausbiz Invest does not guarantee third-party data.
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