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Perpetual - Barclays International Share

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Fund Name: Perpetual - Barclays International Share
APIR: PER0169AU
Fund Manager: Perpetual WealthFocus Investments (show all funds)
Region: Global (ex Australia)
Sector: General Equities
Benchmark Index: MSCI All Countries World Index ex Australia
Fund Type: Retail Fund
Investment Managers: Barclays Global Investors
Investment Objective: Aims to achieve a return above the MSCI World ex- Australia Index (SM) (unhedged in A$ with net Dividends Reinvested) (the "Index") over rolling three year periods, whilst maintaining a similar level of investment risk to the Index. In order to achieve its expected return objective, the Fund is expected to incur an active risk of about 2.5-3.0% pa over a rolling three year period.
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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