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- It’s now possible for your values on environmental, ethical and social issues to work in harmony with an investment product
- Perpetual’s Ethical SRI Fund invests in quality stocks that pass the socially responsible investment screening process, factoring social issues such as human rights, environment, animal rights and genetically modified organisms.
- Perpetual’s Ethical SRI Fund aims to provide investors with long-term capital growth and income by investing in quality companies that meet Perpetual’s criteria for social and ethical responsibility
- Stage one screening filters companies based on the quality of their business
- Stage two excludes companies if a material proportion of their revenue is generated from sources which do not meet Perpetual’s ethical criteria
- Stage three employs a social and environmental screening
- Perpetual then rigorously analyses the companies that make it through this process based on their investment value relative to the market.
- Perpetual has been protecting and growing our client’s wealth for over 120 years
- Perpetual’s proven Australian equities investment process has stood the test of time over 40 years
- With an average of 17 years’ experience in the industry, the Perpetual investment team conducts in-depth analysis on over 370 companies listed in Australia and New Zealand
- To continually monitor companies and assess new opportunities, the team make over 1,000 company contacts each year.
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.
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