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Perpetual Wholesale Geared Australian Fund

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Fund Name: Perpetual Wholesale Geared Australian Fund
APIR: PER0071AU
Fund Manager: Perpetual Wholesale Funds (show all funds)
Region: Australia
Sector: Large Capitalisation / Blue Chip
Benchmark Index: S&P/ASX 200 Accumulation Index
Gearing: Internally Geared Fund
Fund Type: Wholesale Fund
Investment Objective: Aims to provide long term capital growth by gearing (borrowing) to invest in quality industrial and resource shares
Margin Lenders:


Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.
Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.
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