RateCity.com.au
powering smart financial decisions
Perpetual

Perpetual WealthFocus Pension Plan

Perpetual Balanced Growth Fund

Awards

Winner of SuperRatings Silver 2021 MyChoice Super, SuperRatings Silver 2021 Pension

Past 5-year return
7.41

% p.a

Admin fee

$0

Calc fees on 50k

$540

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension
Past 5-year return
7.41

% p.a

Admin fee

$0

Calc fees on 50k

$540

SuperRatings awards
SuperRatings Silver 2021 MyChoice SuperSuperRatings Silver 2021 Pension

Quick pension fund review

For Perpetual WealthFocus Pension Plan

These are the benefits of this pension fund.

  • Extensive investment menu of highly rated funds with quality managers.
  • Pension Refresh Facility available.

Established in 1995, Perpetual WealthFocus Pension Plan offers a flexible retirement solution to help members achieve their retirement goals. Effective 1 March 2019, the Perpetual WealthFocus Wholesale Pension Plan was consolidated into the Perpetual WealthFocus Pension Plan. There is a minimum investment of $20,0000 required to commence membership of this product.Members can choose from over 40 Diversified and Single-Sector investment options and from more than 15 investment managers. The Balanced Growth option underperformed the SuperRatings Index over all assessed time periods to 30 June 2020.Fees associated with this product are higher than the industry average across all account balances assessed; however, an investment fee rebate is available for eligible members based on the individual investment options selected. There are no investment switching fees charged, although changing investment options may incur transactional costs.A good level of pension flexibility is provided. Members are provided with a choice of payment frequencies ranging from twice monthly to annually and can elect payment dates from a range of dates set by the fund. Members with more than one investment option can nominate the proportion of, or order in which, payments are to be drawn from each option. Pension payments can be automatically increased by a nominated percentage or by the CPI annually. Beneficiary options include binding non-lapsing, binding lapsing, non-binding and reversionary pension nominations. The Pension Refresh Facility provides an easy way for members to consolidate their existing pension account balance with any additional accrued superannuation benefits. Perpetual's website is easy to navigate and mobile responsive, featuring a News and Insights centre, which contains regular investment market updates, product news, topical research and other educational information.

Read More

Pension fund overview

For Perpetual WealthFocus Pension Plan

TMD

    Target Market Determination

    Visit Perpetual to view Target Market Determination.

    Embed

    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    HIGH GROWTH
    CONSERVATIVE BALANCE
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    CASH
    + View additional option performance information