Retail fund
Perpetual WealthFocus
WealthFocus Super is a personal super product offering managed investments from Perpetual and other investment managers.
THE OVERVIEW
About Perpetual WealthFocus
Equity Trustees Superannuation Limited replaced Perpetual Superannuation Limited as trustee on 1 March 2025. Perpetual remains the product brand.
Who can join
Designed for employees and self-employed people, with regular or one-off contributions subject to contribution rules.
THE SUPERGURU VIEW
Our take
A candidate for members who want to select managed investments and have a clear reason for the managers they choose.
Based on the cited product features. These are general reasons to investigate the fund, not a personal recommendation. Supporting sources.
THE NUMBERS
Fees and investment returns
Use the product, investment option and employer plan on your statement. Lifecycle members need to choose the relevant stage. APRA's investment pathways may include closed options held by existing members.
Choose an investment option to see the figures
The costs and returns belong to the selected product, option or lifecycle stage.
Source: APRA Comprehensive Product Performance Package 2026, published 28 August 2026. Fees reflect the reporting year to 30 June 2026, are net of tax, use standard arrangements and exclude member-activity fees. Dollar figures are rounded. They are not a current quote. Check the latest PDS for changes, insurance premiums and any separately charged advice.
Returns are annualised historical results. Different return bases, risk levels and periods cannot be treated as interchangeable. MySuper net returns use a $50,000 representative balance even when you change the fee balance. A lifecycle stage return does not track a person moving between stages. Missing figures mean not reported, not zero. Past returns do not predict future returns. Read our method and APRA's definitions.
A CLOSER LOOK
Inside Perpetual WealthFocus
Accounts and products
WealthFocus Super Plan and pension products.
Investment choices
Members can select managed funds across different asset classes and managers. Use the super investment menu because other WealthFocus investment products have different tax and product structures.
Insurance
Optional insurance is available within super. The current insurance disclosure sets eligibility, cover and cost.
Retirement income
A pension account allows members to choose the amount and frequency of payments within the account rules.
Advice and support
Consider the product with an adviser if selecting and maintaining several managed funds; clarify any advice fee separately.
Fee details to check
Use the WealthFocus Super PDS and investment menu. Include administration and underlying manager charges, plus any advice and insurance costs.
Comparing investment performance
Compare the exact super option and its fee basis. Returns from a WealthFocus investment fund outside super may have different tax treatment.
Features worth considering
Access to multiple investment managers.
Regular contributions and a pension product within the range.
THE LEGAL FUND
Fund size in APRA's annual reporting
Perpetual WealthFocus Superannuation Fund
At 30 June 2025. These are legal-fund totals, which can include several products and more than one account per person.
APRA annual fund-level statistics, June 2025. These older totals can differ substantially after mergers. Size is not a measure of suitability or investment quality.
Sources for Perpetual WealthFocus
Checked 2026-09-11. Documents and product terms can change after this date.