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Target Market Determinations
Information for all Perpetual products
Target Market Determinations (TMDs)
Perpetual Investment Funds TMDs
Perpetual Active Fixed Interest Fund - Class A
Perpetual Australian Share Fund
Perpetual Balanced Growth Fund
Perpetual Balanced Growth Fund No. 2
Perpetual Concentrated Equity Fund
Perpetual Conservative Growth Fund
Perpetual Diversified Growth Fund
Perpetual Diversified Income Fund - Class A
Perpetual Diversified Real Return Fund - Class W
Perpetual Diversified Real return Fund - Class Z
Perpetual Dynamic Fixed Income Fund
Perpetual ESG Australian Share Fund
Perpetual ESG Credit income Fund - Class A
Perpetual ESG Real Return Fund
Perpetual Geared Australian Share Fund
Perpetual Global Allocation Alpha Fund
Perpetual High Grade Floating Rate Fund - Class R
Perpetual Income Share Fund
Perpetual Industrial Share Fund
Perpetual SHARE-PLUS Long-Short Fund
Perpetual Smaller Companies Fund
Perpetual Smaller Companies Fund No.2
Perpetual Strategic Capital Fund - Class A
Perpetual's Australian Share Fund
Trillium Asset Management TMDs
Perpetual Specialist Series TMDs
Perpetual Institutional Cash and Fixed Income Funds TMDs
Perpetual Wholesale International Share Fund TMD
Exchanged Traded Managed Funds TMDs
Perpetual WealthFocus Super Plan
Perpetual WealthFocus Pension Plan TMD
Perpetual Charitable and Community Investor Fund TMD
Perpetual Charitable Endowment Fund TMD
Perpetual Private Income Funds TMDs
The Trust Company Philanthropy Fund TMD
The Trust Company Investment Funds TMDs
Perpetual Income and Growth Opportunities Funds TMDs
Perpetual Select Super Plan TMD
Perpetual Select Pension Plan TMD
Perpetual Super Wrap TMD
Perpetual Small APRA Fund Service TMD
Perpetual Private Investment Wrap TMD
Frequently asked questions
Target Market Determination (TMD) is a document that outlines the class of consumers for which a product has been designed and is in place to assist distributors in understanding who the product is intended to be distributed to. The document forms part of the design and distribution arrangements for the product and outlines distribution conditions and restrictions as well as reporting requirements for distributors. This document is not a Product Disclosure Statement and does not provide a full summary of the product features or terms of the product. Importantly, it does not take into account any person’s individual objectives, financial situation or needs.
The requirement to have TMDs in place for all relevant products, was introduced as part of the Design and Distribution Obligations (DDO) which took effect on 5 October 2021.
For Investment products click here
For Superannuation products click here
For Retirement products click here
If you require a TMD for a specific fund, you can search via our price and performance page. For any questions regarding TMDs, please email DDOmail@perpetual.com.au
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.