Perpetual wealthfocus super plan pds
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Perpetual wealthfocus super plan pds
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Web• Part 1 – Perpetual WealthFocus Super Plan Features Book (Features Book) • Part 2 – Perpetual WealthFocus Investment Book (Investment Book). ... References in this PDS to ‘Perpetual Investments’ are to Perpetual Investment Management Limited (ABN 18 000 866 535, AFSL 234426) as the responsible entity of the ... WebPerpetual Investments is one of Australia’s most highly regarded investment fund managers offering a broad range of products for personal investment, superannuation and retirement to individuals, advisers and institutions.
WebPERPETUAL WEALTHFOCUS WHOLESALE SUPER PLAN . FEES AND COSTS FOR THE FINANCIAL YEAR ENDED 30 JUNE 2024 . The total annual cost for each investment option comprises: • our investment fee • its indirect cost ratio. The fees and costs shown in the current PDS issue number 5 dated 1 May 2024 include all direct and indirect annual fees … WebPERPETUAL WEALTHFOCUS SUPER PLAN . ... (PDS) include all direct and indirect annual fees and estimated costs (based on the previous financial year ended 30 June 2024) as at the date of the PDS. The following table provides investment fees and ... Perpetual Dynamic Fixed Income 1.50% 0.03% n/a 0.05% . 1.58% -0.75% .
WebPerpetual WealthFocus Super Plan – Application for additional investment and features form_1 of 7 Application for Additional Investment and Features Form Please complete … WebThisInvestmentBookisissuedbyPerpetual SuperannuationLimitedforPerpetualWealthFocusSuper PlanandPerpetualWealthFocusPensionPlanandforms Part2of: ProductDisclosureStatementissuenumber14dated1 …
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WebIn this PDS, the ‘Fund’ means Perpetual WealthFocus Superannuation Fund (ABN 41 772 007 500, RSE R1057010), which includes: • Perpetual WealthFocus Super Plan (Super Plan) • … finnish or icelandic crosswordWebIn this PDS, the ‘Fund’ means Perpetual WealthFocus Superannuation Fund (ABN 41 772 007 500, RSE R1057010), which includes: • Perpetual WealthFocus Super Plan (Super Plan) • … espn+ chad powersWebPerpetual WealthFocus Wholesale Super Plan (PDS). Following is a summary of the material changes to the PDS: Fees and Costs Disclosure We have updated the fees and costs … espn changed graphicWebPerpetual WealthFocus Pension Plan Perpetual WealthFocus Wholesale Pension Plan. You should read this Investment Booklet carefully together with the Part 1 Features Book for the relevant product before making a decision to invest. If you haven’t received both parts, please contact us (see inside back cover for contact details). This ... espn change usernameWebPERPETUAL WEALTHFOCUS WHOLESALE SUPER PLAN TYPE OF FEE1AMOUNT HOW AND WHEN PAID Investment fee2,3Our effective net investment fee is 0.45% – 1.72% pa … finnish organization of canadaWeb2 of 2_Perpetual WealthFocus Pension Plan – Switch form 4. Compulsory rebalancing Compulsory rebalancing applies periodically if you hold an investment in Perpetual Geared Australian investment option. You only need to complete this section 4 if: ... Pension Plan PDS Part 1 (the PDS). I understand the greater risks associated with my ... finnish organic fashionfinnish otan beer