PERPETUAL AUSTRALIAN GEARED FUND – REBATE OFFER
| Fee Rebate | 4.0% (100%) |
| Min Investment | $2,000 |
| Expected Close | Ongoing |
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| Perpetual Australian Geared Fund provides a managed geared investment strategy aiming to enhance long-term capital growth by increasing your exposure to quality industrial & resource shares and other securities. | |||||||||
| Key features and benefits | |||||||||
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
Perpetual aims to ensure that the gearing level is maximised, subject to the cost of borrowing being adequately covered by net income. In addition, the gearing level must be kept within strict pre-determined limits. Perpetual Geared Australian Fund is available via the Perpetual WealthFocus investment platforms, providing investors access to a comprehensive range of investment options within one investment wrapper. Suitable for SMSFs – This gearing strategy is also available to SMSF investors 100% entry fee rebate for new and existing investors |
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What do we get paid
Wealth Focus will rebate 100% of the 4% entry fee on investments in Perpetual Wealth Focus Investment Funds as additional units. Wealth Focus may also receive a trailing commission of up to 0.6% 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.
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