Perpetual ESG Australian Share Fund
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About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100072-2024-03-29-02:36.pdf |
FUND MANAGER | Perpetual Investment Management |
ASX Code | |
APIR | PER0116AU |
ASSET CLASS | AUSTRALIAN EQUITIES |
INVESTMENT STYLE | The Fund seeks to invest in companies that represent the best investment quality, are appropriately priced and meet Perpetual’s ESG and values-based criteria. |
INVESTMENT PROFILE | Provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 01-04-2002 |
BENCHMARK | S&P/ASX 300 Accumulation Index |
FUND SIZE | S&P/ASX 300 Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 1.175% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of Investing with Perpetual Investment FundsPerpetual Investment Funds are a suite of investment funds managed by Perpetual where you can choose to invest in:
This gives you the flexibility to structure an investment portfolio to best suit your needs. |
RISK LEVEL | High |
INVESTOR SUITABILITY | The fund is suitable for consumers who
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Risks
Title | |
Detail |
Key Features
About the FundThe Perpetual ESG Australian Share Fund aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual's ESG and values-based criteria, and outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. Investment approachThe Fund seeks to invest in companies that represent the best investment quality, are appropriately priced and meet our ESG and values-based criteria. Investment quality is determined based on four key criteria.
For more details on our ESG and values-based criteria, see “Environmental, Social, Governance and Ethical factors” in the Perpetual Investments Funds PDS. |
Mandate
How We Invest Your MoneyInvestment guidelines
The Fund may have up to 20% exposure to investments in International Shares where we believe there are opportunities that may enhance returns. Derivatives may be used in managing the fund. |