Perpetual ESG Australian Share Fund
The Fund is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based criteria. (Wholesale Investors Only)
The Perpetual ESG Australian Share Fund is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based criteria.
The values-based criteria means not investing in companies or issuers that derive a material proportion (5% or more) of their revenue from:
- the manufacture or sale of alcohol or tobacco
- the operation of gambling facilities or the manufacture or supply of gambling products
- fossil fuels (extraction and exploration)
- uranium and nuclear
- animal cruelty (cosmetic testing)
- genetic engineering
- pornography
- armaments (including weapons)
- animal cruelty (cosmetic testing)
Companies are also scored (both positively or negatively) on their approach to or management of ESG criteria and/or making ESG commitments.
At the same time, the Fund offers investors all the benefits of Perpetual’s proven investment philosophy and approach. We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged, the price remains attractive and the company continues to meet Perpetual’s ESG and values-based criteria.
Perpetual is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).
Perpetual Asset Management Australia is a fundamental, bottom-up stock picker, meaning that we find attractive investment opportunities by visiting and understanding companies.
We operate a Quality and Value-based investment process. In practical terms the benefits to investors are that we avoid poor quality stocks that appear cheap and we have a strong buy and sell discipline that assists performance.
This process is combined with independent screening to ensure the companies held in the Fund more closely match the ethical and SRI (socially responsible investment) preferences of the Fund’s investors.
Our analyst team of seventeen, with an average of nineteen years’ experience, generates proprietary investment ideas.
The Fund has the benefit of moving into or out of small and large cap stocks depending on relative opportunities.
The Fund is focused on investing in the best opportunities, and usually finds these away from the mainstream and away from companies that are heavily represented in market Indexes.
Perpetual ESG Australian Share Fund
1 Generally calculated using the total gross amount of income generated by the sale of goods or services from normal business operations.
2 For involvement in the production of tobacco, manufacture of nicotine alternatives and tobacco-based products and the development, production and maintenance of controversial weapons, a 0% revenue threshold is applied.
Click here for our latest Pricing and Performance.
The Portfolio Impact Measurement Report which looks at the environmental, social and governance (ESG) attributes of Perpetual's ESG Australian Share Fund. It contains information on the fund’s carbon footprint, fund contribution towards positive environmental and social goals, as well as ESG metrics and ratings.
The Q&A provides useful background on the report.
Click here to view our latest Fund Profile.
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The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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