Perpetual ESG Australian Share Fund
|Reporting Season Puts Spotlight on Balance Sheets|
|Valuing CEOs as the Jewel in the Crown|
|Cyclical Stocks Boost Ethical Fund|
About this Fund
|FUND MANAGER||Perpetual Investment Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
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.
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|
|BENCHMARK||S&P/ASX 300 Accumulation Index|
|FUND SIZE||S&P/ASX 300 Accumulation Index|
|NO. OF HOLDINGS|
Benefits of Investing with Perpetual Investment Funds
Perpetual 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.
The fund is suitable for consumers who
About the Fund
The 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.
The 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.
How We Invest Your Money
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.