Perpetual Investment Management
Perpetual WF Allocated Pn MFS Global Equity
Unit price
$3.8809
as at 24 Sept 2021
Fund size
$3.9M
as at 30 June 2026
Inception
17 Dec 2009
About this Investment
Investment objective: The fund seeks capital appreciation over the longer term by investing in a diversified portfolio of global shares (unhedged). The fund was launched on 17 December 2009. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Large Caps Global
Investor Type
Both
Structure
Managed Fund
APIR code
PER0652AU
Asset Allocation
Top 10 holdings
| Holding | Weight |
|---|---|
| Microsoft Corp | 4.85% |
| Amazon.com Inc | 4.06% |
| Alphabet Inc Class A | 4.05% |
| NVIDIA Corp | 4.05% |
| Visa Inc | 3.43% |
| Broadcom Inc | 2.76% |
| Schneider Electric SE | 2.49% |
| Charles Schwab Corp | 2.27% |
| Willis Towers Watson PLC | 2.13% |
| Thermo Fisher Scientific Inc | 2.13% |
| Total | 32.2% |
Portfolio as at 31 Aug 2026.
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 2021-09-24; performance to 2026-09-30; portfolio as at 2026-08-31. ausbiz Invest does not guarantee third-party data.
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