Advicer Resources: Perpetual Ethical SRI Fund

The Perpetual Ethical SRI Fund aims to provide long-term capital growth and regular income by investing in shares of socially responsible companies.

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Perpetual Ethical SRI fund - The case for responsible investing

Our Ethical SRI Investment Approach

The Fund uses Perpetual's proven investment approach to identify quality companies that are undervalued. Additional layers of scrutiny are applied through a strict ethical and SRI screening process. The Fund's investment process is described in our investment brochure.