Perpetual WealthFocus Investment Advantage Perpetual Global Innovation Share
Unit price
$1.0891
as at 24 Oct 2023
Fund size
$5.0M
as at 30 Sept 2023
Inception
27 Nov 2020
About this Investment
Perpetual WealthFocus Investment Advantage Perpetual Global Innovation Share is an open-ended unit trust investing in equity with a Global focus. It was launched on 27 November 2020 and is priced in CHF. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Large Caps Global
Investor Type
Both
Structure
Managed Fund
APIR code
PER6231AU
Fees and costs
| Cost component | % |
|---|---|
| Management fees and costs | 1.26% |
| Performance fees | 2.3% |
| Transaction costs | 0.61% |
| Buy spread | 0.4% |
| Sell spread | 0% |
| Total fees and costs | 4.17% |
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
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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 2023-10-24; performance to 2026-09-30; portfolio as at . ausbiz Invest does not guarantee third-party data.
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