Perpetual WF Allocated Pn Australian Unity Mortgage Income
Unit price
$1.1445
as at 12 Apr 2017
Fund size
$43,071.05
as at 31 Mar 2017
Inception
21 Jan 2008
About this Investment
Investment objective: To provide investors with regular and stable income, together with a high level of capital stability. The fund is designed to spread exposure and reduce risk through diversification by geographic location, loan size, interest rate type, and loan maturity profile. The fund was launched on 21 January 2008. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Mortgage Funds
Investor Type
Both
Structure
Managed Fund
APIR code
PER0413AU
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 2017-04-12; performance to 2026-09-30; portfolio as at . ausbiz Invest does not guarantee third-party data.
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