Perpetual WF Allocated Pn BlackRock Balanced

About this Investment

Investment objective: Aims to provide investors with the highest possible returns consistent with a ‘balanced’ investment strategy encompassing: • a bias toward Australian assets • active asset allocation, security selection and risk management. The fund aims to outperform its benchmark indices over a 5-year rolling period. The benchmark indices include the S&P/ASX 300 Accumulation Index, MSCI World Index ex-Australia (unhedged and/ or hedged in AUD), S&P/ASX 200 A-REIT Index, UBS Global Investors ex-AUS NR (hedged in AUD), UBS Composite Bond (All Maturities) Index, Barclays Global Aggregate 500 Index (hedged in AUD) and the UBS Australia Bank Bill Index. The fund was launched on 30 January 2004. Read the PDS and TMD before investing. Source: FE fundinfo.

Investment Details

Fees and costs

Fund fees only. AusBiz Wrap platform fees are shown in your account. Read the PDS for full details.

Comments

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 2026-10-13; performance to 2026-09-30; portfolio as at . ausbiz Invest does not guarantee third-party data.