Perpetual Investment Management
Perpetual WF Term Allocated Pn DWS Global Equity Thematic
Unit price
$1.2789
as at 8 May 2015
Fund size
$3,488.24
as at 30 Sept 2012
Inception
17 Dec 2007
About this Investment
Investment objective: To provide a tax-effective income stream in retirement, particularly for people aged 60 and over who will receive their pension benefits tax-free and it provides some flexibility around pre-determined pension payments for a fixed term (available only for rollovers of existing term allocated pensions or other complying pensions or annuities into the Fund). The fund was launched on 17 December 2007. Read the PDS and TMD before investing. Source: FE fundinfo.
Investment Details
Category
Large Caps Global
Investor Type
Both
Structure
Managed Fund
APIR code
PER0429AU
Asset Allocation
Top 10 holdings
| Holding | Weight |
|---|---|
| Microsoft Corporation | 7.08% |
| Alphabet Inc. Class C | 7.06% |
| Mastercard Incorporated Class A | 5.74% |
| Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | 5.71% |
| Visa Inc. Class A | 5% |
| Safran SA | 4.65% |
| Deutsche Boerse AG | 4.63% |
| Experian PLC | 4.1% |
| Roche Holding Ltd | 3.81% |
| ASML Holding NV | 3.65% |
| Total | 51.4% |
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 2015-05-08; performance to 2026-09-30; portfolio as at 2026-08-31. ausbiz Invest does not guarantee third-party data.
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