Perpetual WealthFocus Super Review
Perpetual WealthFocus Super is the main super offering of Perpetual Group which has been serving Australians since 1886 when it was established.
As of September 30th 2024 Perpetual WealthFocus Super had approximately 16,630 members and $5.7 billion in assets under management.
Please Note: Any advice on this page is general in nature and does not take into account your objectives, financial situation or needs. Consider whether this is right for you. See full disclaimer.
Past performance is not a reliable indicator of future performance.
Perpetual WealthFocus Super Performance
Perpetual WeathFocus’s performance across their main investment options has been mixed compared to the median performance of their risk categories.
Select an investment option from the menu below to see performance Vs the relevant median.
See Perpetual WealthFocus vs AustralianSuper to see how they compare with Australia’s biggest super fund and for a comparison against all funds see compare super funds.
Perpetual WealthFocus Super Fees
Fees for Perpetual WealthFocus’s main investment options are above the median of other options of the same risk category listed on Review My Super.
Select an investment option from the menu below to see flat fees, percentage based fees and total fees on a balance of $50,000.
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Global Allocation Alpha | 10.34% | 12% | 10.24% |
| Median | 8.8% | 11.1% | 7.5% |
| Perpetual WealthFocus - Perpetual Global Allocation Alpha VS Median | 1.54% | 0.9% | 2.74% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Global Allocation Alpha | - | 1.2% | $600 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 40% | |
| 2 | International Shares | 60% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Australian Share Fund | 3.06% | 6.36% | 5.53% |
| Median | 8.8% | 11.1% | 7.5% |
| Perpetual WealthFocus - Perpetual Australian Share Fund VS Median | -5.74% | -4.74% | -1.97% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Australian Share Fund | - | 1.66% | $830 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Diversified Growth Fund | 4.63% | 6.05% | 4.46% |
| Median | 6.4% | 7.9% | 5.3% |
| Perpetual WealthFocus - Perpetual Diversified Growth Fund VS Median | -1.77% | -1.85% | -0.84% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Diversified Growth Fund | - | 1.34% | $670 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 21% | |
| 2 | International Shares | 20% | |
| 3 | Fixed Interest | 30% | |
| 4 | Property | 5.5% | |
| 5 | Other | 13.5% | |
| 6 | Cash | 10% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Industrial Share Fund | -5.22% | 8.91% | 6.51% |
| Median | 8.8% | 11.1% | 7.5% |
| Perpetual WealthFocus - Perpetual Industrial Share Fund VS Median | -14.02% | -2.19% | -0.99% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Industrial Share Fund | - | 1.63% | $815 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Conservative Growth Fund | 3.18% | 4.99% | 3.27% |
| Median | 4.8% | 6.1% | 4% |
| Perpetual WealthFocus - Perpetual Conservative Growth Fund VS Median | -1.62% | -1.11% | -0.73% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Conservative Growth Fund | - | 1.22% | $610 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 13% | |
| 2 | International Shares | 9% | |
| 3 | Fixed Interest | 40% | |
| 4 | Property | 5.5% | |
| 5 | Other | 11.5% | |
| 6 | Cash | 21% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual ESG Australian Share | -0.97% | 7.75% | 6.8% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual ESG Australian Share VS Median | -0.97% | 7.75% | 6.8% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual ESG Australian Share | - | 1.79% | $895 |
Asset Allocation
| Rank | Asset | % |
|---|
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Cash Fund | 3.32% | 3.6% | 2.79% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual Cash Fund VS Median | 3.32% | 3.6% | 2.79% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Cash Fund | - | 0.3% | $150 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Cash | 100% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Concentrated Equity Fund | 4.02% | 7.11% | 6.89% |
| Median | 8.8% | 11.1% | 7.5% |
| Perpetual WealthFocus - Perpetual Concentrated Equity Fund VS Median | -4.78% | -3.99% | -0.61% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Concentrated Equity Fund | - | 1.68% | $840 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 100% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Balanced Growth Fund | 5.98% | 7.14% | 5.69% |
| Median | 7.7% | 9.6% | 6.5% |
| Perpetual WealthFocus - Perpetual Balanced Growth Fund VS Median | -1.72% | -2.46% | -0.81% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Balanced Growth Fund | - | 1.47% | $735 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | Australian Shares | 30% | |
| 2 | International Shares | 27% | |
| 3 | Fixed Interest | 15% | |
| 4 | Property | 5.5% | |
| 5 | Other | 15.5% | |
| 6 | Cash | 7% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Divers. Real Return Fund | 6.37% | 5.44% | 3.78% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual Divers. Real Return Fund VS Median | 6.37% | 5.44% | 3.78% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Divers. Real Return Fund | - | 1.46% | $730 |
Asset Allocation
| Rank | Asset | % |
|---|
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Barrow Hanley Global Share | 12.33% | 12.9% | 10.44% |
| Median | 8.8% | 11.1% | 7.5% |
| Perpetual WealthFocus - Barrow Hanley Global Share VS Median | 3.53% | 1.8% | 2.94% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Barrow Hanley Global Share | - | 1.52% | $760 |
Asset Allocation
| Rank | Asset | % | |
|---|---|---|---|
| 1 | International Shares | 100% |
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual SHARE-PLUS Long-Short | 2.66% | 8.44% | 8.24% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual SHARE-PLUS Long-Short VS Median | 2.66% | 8.44% | 8.24% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual SHARE-PLUS Long-Short | - | 2.33% | $1165 |
Asset Allocation
| Rank | Asset | % |
|---|
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Smaller Companies Fund | 5.21% | 8.76% | 7.1% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual Smaller Companies Fund VS Median | 5.21% | 8.76% | 7.1% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Smaller Companies Fund | - | 1.7% | $850 |
Asset Allocation
| Rank | Asset | % |
|---|
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Diversified Income Fund | 4.78% | 5.56% | 4.05% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual Diversified Income Fund VS Median | 4.78% | 5.56% | 4.05% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Diversified Income Fund | - | 1.04% | $520 |
Asset Allocation
| Rank | Asset | % |
|---|
Returns to August 31 2026
| Investment Option | 1 Year | 3 Year | 5 Year |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Geared Aust. Fund | 0.67% | 7.47% | 6.83% |
| Median | - | - | - |
| Perpetual WealthFocus - Perpetual Geared Aust. Fund VS Median | 0.67% | 7.47% | 6.83% |
Fees
| Investment Option | Flat Fee | Percentage Based Fee | Fee Based on 50k |
|---|---|---|---|
| Perpetual WealthFocus - Perpetual Geared Aust. Fund | - | 3.42% | $1710 |
Asset Allocation
| Rank | Asset | % |
|---|
Performance data: Lonsec. Median benchmarks: Chant West. Data is updated monthly; the reporting period is shown in the tables. Investment options are compared with the Chant West median for their risk profile.
Insurance
Members are offered default Death and Total and Permanent Disablement and Salary Continuance cover.
Insurance is provided by AIA Australia Limited.
Fund details
See the Perpetual WealthFocus ABN and USI page for all the information required to contribute to this fund.
Read their PDS and TMD for further details.
FAQ's
We use investment performance data supplied by Lonsec and median benchmarks supplied by Chant West, both updated monthly.
Each investment option is assigned to a Chant West risk profile based on its proportion of growth assets. We then compare its return with the median benchmark for that risk profile over the same reporting period.
The difference shown in the table is the investment option’s return minus the median return.
Grouping options by growth asset allocation helps make comparisons more accurate, although options within the same profile can still have different investments and risks. Past performance is not a reliable indicator of future performance.
Member ratings and investment returns measure different things.
Member ratings reflect the experiences and opinions of people who submit reviews. These may relate to customer service, fees, insurance, administration or their satisfaction with investment performance.
Our performance tables compare an investment option’s reported returns with the relevant benchmark over specified periods. A fund can therefore deliver above median returns while receiving poor reviews for service or insurance or receive positive reviews despite below median returns.
Submitted reviews may not represent the experience of all members. Consider them alongside performance data, fees, insurance features and the fund’s official documents.
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