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  Fund Name Morningstar
Rating		 Morningstar
Analyst Rating		 Category Net Assets
$Mil
Optimum Corp Sup-Investors Mut Aus Shr5/Australia Large Value6.74
Optimum Pers Sup-Investors Mut Aus Shr5/Australia Large Value0.58
Perpetual PST Aus Shr5/Australia Large Value11.94
Perpetual WFS-Perpetual Concntr Eq5/Australia Large Value13.45
Perpetual WFS-Perpetual Share Plus L/S5/Australia Large Value4.51
SST-Lazard Aus Equity l Class Super5/Australia Large Value0.87
SST-Perpetual's W Aus Fund Super5/Australia Large Value2.25
Optimum Corp Sup-Perpetual WS Aus4/Australia Large Value4.91
Optimum Corp Sup-Perpetual WS Eth SRI4/Australia Large Value0.60
Optimum Corp Sup-Perpetual WS Ind Shr4/Australia Large Value22.48
Optimum Corp Sup-Suncorp Aust Shares Val4/Australia Large Value49.07
Optimum Corp Sup-Tyndall Aus Shr WS Port4/Australia Large Value6.77
Optimum Pers Sup-Perpetual WS Aus4/Australia Large Value0.88
Optimum Pers Sup-Perpetual WS Eth SRI4/Australia Large Value0.12
Optimum Pers Sup-Perpetual WS Ind Shr4/Australia Large Value14.87
Optimum Pers Sup-Suncorp Aust Shares Val4/Australia Large Value16.64
Optimum Pers Sup-Tyndall Aus Shr WS Port4/Australia Large Value4.23
Perpetual PST Indl Shr Option4/Australia Large Value117.32
Perpetual WFS-Investor Mutual Aus Sha4/Australia Large Value10.05
Perpetual WFS-Perpetual Aus Shr4/Australia Large Value126.67
Perpetual WFS-Perpetual Ethical SRI4/Australia Large Value11.52
Perpetual WFS-Perpetual Indl Shr4/Australia Large Value226.14
Optimum Corp Sup-Lazard Aus Equity3/Australia Large Value0.10
Optimum Corp Sup-MLC Income Builder3/Australia Large Value0.30
Optimum Pers Sup-Advance WS Imputation3/Australia Large Value2.28
 
 
Fund Name Date 6 Mnths % 1 Yr
%		 3 Yrs %pa 5 Yrs %pa 7 Yrs %pa
Optimum Corp Sup-Investors Mut Aus Shr30 Apr 20127.454.1113.761.656.66
Optimum Pers Sup-Investors Mut Aus Shr30 Apr 20127.454.1113.761.656.66
Perpetual PST Aus Shr30 Apr 20125.830.5913.521.568.32
Perpetual WFS-Perpetual Concntr Eq30 Apr 20126.333.0212.032.148.29
Perpetual WFS-Perpetual Share Plus L/S30 Apr 20125.871.1613.392.257.53
SST-Lazard Aus Equity l Class Super30 Apr 20128.366.0813.55--
SST-Perpetual's W Aus Fund Super30 Apr 20125.325.9414.22--
Optimum Corp Sup-Perpetual WS Aus30 Apr 20124.79-0.9716.161.627.44
Optimum Corp Sup-Perpetual WS Eth SRI30 Apr 201211.495.4923.892.529.52
Optimum Corp Sup-Perpetual WS Ind Shr30 Apr 20128.474.1115.700.447.05
Optimum Corp Sup-Suncorp Aust Shares Val30 Apr 20124.41-1.6711.32-0.037.05
Optimum Corp Sup-Tyndall Aus Shr WS Port30 Apr 20125.04-1.9512.090.326.03
Optimum Pers Sup-Perpetual WS Aus30 Apr 20124.79-0.9716.161.627.44
Optimum Pers Sup-Perpetual WS Eth SRI30 Apr 201211.495.4923.892.529.52
Optimum Pers Sup-Perpetual WS Ind Shr30 Apr 20128.474.1115.700.447.05
Optimum Pers Sup-Suncorp Aust Shares Val30 Apr 20124.41-1.6711.32-0.037.05
Optimum Pers Sup-Tyndall Aus Shr WS Port30 Apr 20125.04-1.9512.090.326.03
Perpetual PST Indl Shr Option30 Apr 20128.464.4212.32-0.496.38
Perpetual WFS-Investor Mutual Aus Sha30 Apr 20126.892.7010.500.285.54
Perpetual WFS-Perpetual Aus Shr30 Apr 20126.020.6412.820.897.13
Perpetual WFS-Perpetual Ethical SRI30 Apr 201212.265.5119.201.909.49
Perpetual WFS-Perpetual Indl Shr30 Apr 20128.043.6711.52-0.945.64
Optimum Corp Sup-Lazard Aus Equity30 Apr 20129.252.9915.50-1.844.44
Optimum Corp Sup-MLC Income Builder30 Apr 20126.011.3211.49-1.963.59
Optimum Pers Sup-Advance WS Imputation30 Apr 20123.77-5.4210.94-0.026.01
 
Fund Name Entry Price Exit Price Price Date Distributions
Frequency
Optimum Corp Sup-Investors Mut Aus Shr2.1412.13016 May 2012 NAp
Optimum Pers Sup-Investors Mut Aus Shr2.1412.13016 May 2012 NAp
Perpetual PST Aus Shr3.1703.16015 May 2012 NAp
Perpetual WFS-Perpetual Concntr Eq2.1182.11214 May 2012 NAp
Perpetual WFS-Perpetual Share Plus L/S2.1642.15614 May 2012 NAp
SST-Lazard Aus Equity l Class Super0.9100.90714 May 2012 NAp
SST-Perpetual's W Aus Fund Super1.0111.00814 May 2012 NAp
Optimum Corp Sup-Perpetual WS Aus1.6231.61816 May 2012 NAp
Optimum Corp Sup-Perpetual WS Eth SRI1.8111.80616 May 2012 NAp
Optimum Corp Sup-Perpetual WS Ind Shr3.4923.48216 May 2012 NAp
Optimum Corp Sup-Suncorp Aust Shares Val7.6897.68916 May 2012 NAp
Optimum Corp Sup-Tyndall Aus Shr WS Port1.5061.49716 May 2012 NAp
Optimum Pers Sup-Perpetual WS Aus1.6231.61816 May 2012 NAp
Optimum Pers Sup-Perpetual WS Eth SRI1.8111.80616 May 2012 NAp
Optimum Pers Sup-Perpetual WS Ind Shr3.4923.48216 May 2012 NAp
Optimum Pers Sup-Suncorp Aust Shares Val7.6897.68916 May 2012 NAp
Optimum Pers Sup-Tyndall Aus Shr WS Port1.5061.49716 May 2012 NAp
Perpetual PST Indl Shr Option6.2546.23515 May 2012 NAp
Perpetual WFS-Investor Mutual Aus Sha1.7971.78814 May 2012 NAp
Perpetual WFS-Perpetual Aus Shr5.7325.71514 May 2012 NAp
Perpetual WFS-Perpetual Ethical SRI2.2932.28614 May 2012 NAp
Perpetual WFS-Perpetual Indl Shr5.8765.85814 May 2012 NAp
Optimum Corp Sup-Lazard Aus Equity1.3251.32016 May 2012 NAp
Optimum Corp Sup-MLC Income Builder1.2481.24516 May 2012 NAp
Optimum Pers Sup-Advance WS Imputation2.9362.92116 May 2012 NAp
 
Fund Name Min Initial
Inv $		 Product
Type		 Legal Type Status Ticker
Optimum Corp Sup-Investors Mut Aus Shr0RetailSuperannuation FundOpen12593
Optimum Pers Sup-Investors Mut Aus Shr2,000RetailSuperannuation FundOpen12703
Perpetual PST Aus Shr100,000 W'sale Superannuation FundOpen6433
Perpetual WFS-Perpetual Concntr Eq3,000RetailSuperannuation FundOpen10534
Perpetual WFS-Perpetual Share Plus L/S3,000RetailSuperannuation FundOpen10536
SST-Lazard Aus Equity l Class Super15,000RetailSuperannuation FundOpen15626
SST-Perpetual's W Aus Fund Super15,000RetailSuperannuation FundOpen15636
Optimum Corp Sup-Perpetual WS Aus0RetailSuperannuation FundOpen12618
Optimum Corp Sup-Perpetual WS Eth SRI0RetailSuperannuation FundOpen12622
Optimum Corp Sup-Perpetual WS Ind Shr0RetailSuperannuation FundOpen12624
Optimum Corp Sup-Suncorp Aust Shares Val0RetailSuperannuation FundOpen12937
Optimum Corp Sup-Tyndall Aus Shr WS Port0RetailSuperannuation FundOpen12635
Optimum Pers Sup-Perpetual WS Aus2,000RetailSuperannuation FundOpen12729
Optimum Pers Sup-Perpetual WS Eth SRI2,000RetailSuperannuation FundOpen12733
Optimum Pers Sup-Perpetual WS Ind Shr2,000RetailSuperannuation FundOpen12735
Optimum Pers Sup-Suncorp Aust Shares Val2,000RetailSuperannuation FundOpen12938
Optimum Pers Sup-Tyndall Aus Shr WS Port2,000RetailSuperannuation FundOpen12746
Perpetual PST Indl Shr Option100,000 W'sale Superannuation FundOpen4054
Perpetual WFS-Investor Mutual Aus Sha3,000RetailSuperannuation FundOpen10542
Perpetual WFS-Perpetual Aus Shr3,000RetailSuperannuation FundOpen3796
Perpetual WFS-Perpetual Ethical SRI3,000RetailSuperannuation FundOpen10535
Perpetual WFS-Perpetual Indl Shr3,000RetailSuperannuation FundOpen3797
Optimum Corp Sup-Lazard Aus Equity0RetailSuperannuation FundOpen12599
Optimum Corp Sup-MLC Income Builder0RetailSuperannuation FundOpen12614
Optimum Pers Sup-Advance WS Imputation2,000RetailSuperannuation FundOpen12658
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