Perpetual WF Investment Advantage BlackRock Balanced

Investment Objective

Aims to provide investors with the highest possible returns consistent with a ‘balanced’ investment strategy encompassing: • a bias toward Australian assets • active asset allocation, security selection and risk management. The fund aims to outperform its benchmark indices over a 5-year rolling period. The benchmark indices include the S&P/ASX 300 Accumulation Index, MSCI World Index ex-Australia (unhedged and/ or hedged in AUD), S&P/ASX 200 A-REIT Index, UBS Global Investors ex-AUS NR (hedged in AUD), UBS Composite Bond (All Maturities) Index, Barclays Global Aggregate 500 Index (hedged in AUD) and the UBS Australia Bank Bill Index.

*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 February 2024 (NZT)
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