Ethical SRI Newsletters

In this quarterly newsletter, I share the Fund's current key holdings, discuss portfolio activity over the recent months since my last update, and take a deep dive into a new stock - Ferguson Plc. I will also share my outlook on markets and what that means in terms of finding new investment opportunities for the Fund.

Since taking on responsibility for the management of the Perpetual Ethical SRI Fund on 1 April, Portfolio Manager Nathan Hughes has reduced the portfolio’s exposure to resources, whilst remaining disciplined in applying the proven Perpetual process for managing the Ethical SRI strategy: look for good quality businesses at attractive valuations that meet our disciplined ethical SRI investment approach.

Download the March newsletter to find out about the latest performance of the strategy, interesting themes that arose from the recent interim reporting season and our views on the potential impact of the upcoming federal election on ESG and the Fund.

In this newsletter edition we examine a key holding in the fund – Bega Cheese (ASX:BGA), we also discuss the September quarter performance and positioning of Perpetual’s Ethical SRI Fund.