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Perpetual - Merrill Lynch Monthly Income Fund

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Fund Profile

Performance Chart

Historical Financial Year Performance

Historical Quarterly Performance

Fund Name:

Perpetual - Merrill Lynch Monthly Income Fund

APIR:

PER0299AU

Fund Manager:

Perpetual WealthFocus Investments (show all funds)

Region:

Global (inc Australia)

Sector:

Fixed Interest / Income

Fund Type:

Retail Fund

Investment Objective:

Aims to generate monthly income significantly in excess of that available from short-term money market securities and cash rates.

Margin Lenders:

Margin Lender	LVR	Website

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.