Perpetual | Perpetual Ethical SRI Australian Shares

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Our Philosophy

Perpetual takes social and environmental issues into account when selecting stocks for our Ethical SRI Australian equities portfolio. This reflects ethical concerns while remaining focused on achieving superior investment returns.

Perpetual believes that equity markets are semi-efficient, and that opportunities exist to add value through the selection of good quality, well-priced securities. Investment in quality companies, we believe, minimises the downside risk. These companies can be identified by thorough, fundamental in-house research.

Added value comes from stock selection. We often perceive a company’s value to be different than the market value with our diligent, innovative research. This, process of selecting securities trading at a discount to their inherent value helps achieve outperformance.

Our SRI Australian equities portfolio aims to achieve outperformance through the selection of securities that pass socially responsible investment criteria which trade at a discount to their inherent value.

Our Process

Perpetual’s Ethical SRI funds aim to provide investors with long-term capital growth and income by investing in quality shares as well as other securities of socially responsible companies.

Perpetual’s Ethical SRI funds screening process is integrated into Perpetual’s established Australian equity investment approach. Companies in the portfolio will have passed through both the quality and value filters and the Ethical SRI screens.

Perpetuals’ investment style is based on bottom-up fundamental analysis, specifically targeting quality stocks. This approach selects stocks based on company-specific fundamentals, then by value relative to price. This rigid stock selection criteria ensures that our Australian share portfolios are comprised of by good quality companies and have a value bias.

We use a disciplined, well-documented equity process for our bottom up approach. This process, we believe, will help us achieve consistent outperformance of the benchmark over the medium to longer term (or 3 to 5 years).

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For further information please contact piresearch@perpetual.com.au