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Perpetual WealthFocus Investment Funds Product Disclosure Statement issue number 15 dated 18 December 2023 Perpetual Investment Management Limited ABN 18 000 866 535 ADSL 234426Application form Please
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Perpetual Wealthfocus Investment Funds are a type of investment vehicle designed to provide investors with a diversified portfolio that aims for long-term capital growth and income generation.
Individuals or entities that are investors in Perpetual Wealthfocus Investment Funds typically need to file information related to their investment activities, including fund managers or trustees managing the funds.
To fill out Perpetual Wealthfocus Investment Funds, one must complete the provided application or reporting forms, ensuring all required information, such as personal details and investment specifics, is accurately entered.
The purpose of Perpetual Wealthfocus Investment Funds is to offer a structured investment option that focuses on maintaining wealth over the long term while providing strategic financial growth.
Information that must be reported includes investor details, amount of investment, type of investments held within the fund, performance metrics, and any fees associated with the fund.
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