Perpetual Protected Investments – Series 4

Interest rates

For the 100% Investment Loan, you can choose from one of the following three interest rate options.

100% Investment Loan interest rate options Indicative interest rates (as at 22 March 2010)
Variable 9.05%
Fixed annually (annually in advance)  9.76%
Fixed for term (annually in advance)  10.80%

Final interest rates will be set on or about 15 June 2010. Please review this page for regular updates to information on interest rates.

What do we get paid

Wealth Focus will rebate 50% of the 1% entry fee on investments in the Perpetual Protected Investment Product as additional units. Wealth Focus also receives a 1.1% commission on the investment loan and may also receive a trailing commission of up to 0.5% pa of the value of the investment loan. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor.

Perpetual Protected Investments - Series 4

Investment PDS Documents

Key Facts

Frequently Asked Questions

Interest Rates

 

Fund Choice

Australian equity funds
Ausbil Australian Active Equity Fund
Ausbil Australian Emerging Leaders Fund
Eley Griffiths Group Small Companies Fund
Perpetual Wholesale Australian Fund
Perpetual Wholesale Concentrated Equity Fund
Vanguard Australian Shares Index Fund

Global equity funds
Aberdeen International Equity Fund
Perpetual Wholesale International Share Fund
Platinum International Fund
T. Rowe Price Global Equity Fund
Vanguard International Shares Index Fund (Hedged)

Specialist funds
BlackRock Global Allocation Fund (Class D units) (Aust)
Colonial First State Wholesale Global Resources Fund
Platinum Asian Fund
Premium China Fund