Perpetual's Ethical SRI Fund

Perpetual believes that not only must the Fund comply with its ethical and socially responsible standards, but just as importantly, it must be an attractive investment in its own right
In keeping with this approach, to identify suitable companies for inclusion in the Fund, Perpetual starts with applying the same rigorous quality criteria they apply to all their investments
That is, they must have sound management, conservative debt levels, a quality business model, and for industrial shares, a history of recurring earnings
They must then represent good value in terms of their price relative to their prospective earnings
Only after Perpetual have selected the potential pool of stocks from a pure investment perspective do they begin to apply their equally rigorous ethical criteria.

Save on fees, with 0% entry fees for direct investors, you can ensure more of your investment dollar is working for you^.

When an ethical investment is managed by an award-winning team, the results can be truly rewarding
Voted Money Magazine’s Best Fund Manager, 2005, 2006 and 2007*, Perpetual’s investment specialists are widely regarded as some of the industry’s finest.

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The product disclosure statement (PDS) for Perpetual’s Ethical SRI Fund, issued by PIML, should be considered before deciding whether to acquire or hold units in the fund. The PDS can be obtained by phoning 1800 011 022 or visiting www.perpetual.com.au/ethical. Neither Perpetual Limited or its subsidiary companies guarantees the performance of any fund or the return of an investor’s capital. *Money Magazine Awards are based on independent research conducted by Morningstar, Investor Web and Standard and Poor’s. For detail of the criteria for the Awards, refer to www.perpetual.com.au/about_perpetual/awards.htm. ^Direct investors in Perpetual’s Ethical SRI Fund will receive a rebate equivalent to the value of the entry fee from Perpetual Trustee Company Limited.