Perpetual Trust

125 Years' Experience


Main Menu

 




Latest Rates and Returns

Rates as at 10 March 2010

Perpetual Trust Cash Management Fund* 1.75% p.a.*
Perpetual Trust Mortgage Fund*  
Quarter to date 7.50% p.a.*
Current Return 7.25% p.a.*
The current return is the median for the latest week  
Rates of Return are after fees, but before tax  
   
Pegasus Investment Funds  
Income Fund $1.0781
Growth Fund $1.2371
   
Perpetual Trust Aria Fund $0.9943
Perpetual Trust NZ/Australia Share Fund $0.9470
Pegasus Property Income Fund $1.7114
* These rates are indicative only, based on the return for the current month. Returns vary depending on performance of the underlying assets. Past performance is no guarantee of future returns. See the latest fact sheets and investment statement for more information.