Perpetual WealthFocus Investment Advantage Perpetual Dynamic Fixed Income
Unit price
$1.0042
as at 12 Mar 2024
Fund size
$4.4M
as at 31 Dec 2023
Inception
17 Apr 2015
About this Investment
Perpetual WealthFocus Investment Advantage Perpetual Dynamic Fixed Income is an open-ended unit trust investing in fixed interest with a absolute return Global focus. It was launched on 17 April 2015 and is priced in AUD. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Bond Funds
Investor Type
Both
Structure
Managed Fund
APIR code
PER0738AU
Asset Allocation
Portfolio as at 31 May 2026.
Fees and costs
| Cost component | % |
|---|---|
| Management fees and costs | 0.7% |
| Performance fees | 0% |
| Transaction costs | 0.06% |
| Buy spread | 0.26% |
| Sell spread | 0% |
| Total fees and costs | 0.76% |
Fund fees only. AusBiz Wrap platform fees are shown in your account. Read the PDS for full details.
Documents
UpdatedAusBiz Wrap Platform
About Us
From AusBiz(1)
View allWhy this fund manager is focused on global diversification
Comments
No comments yet. Be the first!
Login to post a comment
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 2024-03-12; performance to 2026-09-30; portfolio as at 2026-05-31. ausbiz Invest does not guarantee third-party data.
Have a question?
Retail or wholesale, we'll connect you with the right team.
Do you work for Perpetual Investment Management?
Claim your fund pages free: see how many investors view them, add your own cover image and tell us if anything is wrong.
Want to edit the page, add documents and see full analytics? Manage it with Listed ($1,000/month)Related investments
A no-fee, fixed term deposit offering competitive interest rates and the option to receive interest monthly or at maturity.
Min. Investment
$500
Structure
Other
Investor Type
Retail Investor
Availability
Open for investment
Managed fund from Perpetual Investment Management. Fund data from FE fundinfo.
Min. Investment
—
Structure
Managed Fund
Investor Type
Both
Availability
Coming soon
Managed fund from Colonial First State. Fund data from FE fundinfo.
Min. Investment
—
Structure
Managed Fund
Investor Type
Both
Availability
Open for investment
Managed fund from Perpetual Investment Management. Fund data from FE fundinfo.
Min. Investment
—
Structure
Managed Fund
Investor Type
Both
Availability
Coming soon