Investment menu and limits

You can check which investments are available for products via the Investment menu page.
 
If you’d like to know what asset classes your client can invest in, please see the Product Disclosure Statements below:

• Perpetual Private Investment Wrap - Part 1
• Perpetual Private Super Wrap - Part 1.

If you have a client who already has a Perpetual Private Wrap account and you want to know if specific investments are available (such as managed funds and listed securities), please see our investment menus below: 

• Perpetual Private Super Wrap Investment Menu
• Perpetual Private Investment Wrap Menu.

The Investment Menu shows you information about eligible investments. You can see details about: 

• Transaction and Other Costs
• Indirect Cost Ratio (ICR)
• Buy and Sell Spreads
• Distributions
• Rebate Range (if applicable).

You can access the Investment Menu through Adviser Online. 

1. Log in to Adviser Online
2. Click the Investment menu button on the right hand side of Adviser Online home page
3. Select either Perpetual Private Super Wrap Investment Menu or Perpetual Private Investment Wrap Menu.

Investment limits are restrictions placed on certain investments at the point of purchase. They manage risk in Super and Pension accounts by managing investment exposures. They do this in accordance with investment strategies as outlined in the applicable super and pension product disclosure statement. 

You can find the investment limits for Super and Pension accounts in the Product Disclosure Statement (PDS).

You can confirm the investment limits for each asset in the Perpetual Private Super Wrap Investment Menu.

You can also access the Investment Menu through Adviser Online:

1. Log in to Adviser Online
2. Click the Investment menu button on the right hand side of Adviser Online home page
3. Select Super and Pension Investment Menu.

You can invest up to the following maximum amounts for your clients with Super and Pension accounts:

• Any single security:
  • Within the S&P/ASX100 - 25%
  • Within the S&P/ASX200 (and not in the S&P/ASX100) - 15%
  • Outside the S&P/ASX200 - 10%
• All securities outside the S&P/ASX200 (in total) - 40%
• Any single S&P/ASX Global Industry Classification System (GICS) industry group - 50%

There are also limits around specific securities, initial public offerings, term deposits, geared funds and alternative investments. See Super Wrap - Trustee Investment Limits for more information.

You can check the investment limit status of any account through Adviser Online. To check your client’s account is within the investment limit:

1. Log in to Adviser Online
2. Select Transacting from the menu under the Perpetual icon and click Portfolio transacting
3. Search for the account using either the account name or number
4. Select New Transaction and select the transaction type you want from the dropdown list
5. Enter in the trade details and select Continue
6. Click Options and select Check compliance.

From here, any trades outside the limits will appear in red text underneath the account details.