Perpetual Ethical SRI Fund

The Perpetual Ethical SRI Fund aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies.

The Fund seeks to meet the needs of investors who seek attractive long-term returns by investing in companies that match their own personal social, environmental and ethical preferences.

The Fund will not invest in companies that derive a material proportion of their revenue from the manufacture or sale of generally ethically unacceptable products and services such as the following:

  • alcohol
  • gambling
  • tobacco
  • uranium and nuclear
  • armaments (including weapons)
  • fossil fuels (upstream)
  • genetic engineering
  • pornography
  • animal cruelty (cosmetic testing)

Companies are also subject to social responsible investment (SRI) screening to evaluate how their practices impact society and the environment.

At the same time, the Fund offers investors all the benefits of Perpetual’s proven investment philosophy and approach. We only invest in a company when we believe its share price is attractive relative to its return potential. Perpetual seeks to hold positions for the long term, provided that the quality of the business remains unchanged and the price remains attractive.

Perpetual is a signatory to the United Nations-supported Principles for Responsible Investment (PRI).

Full Holdings Disclosure

Features and Benefits

  • A fund for ethical investors

    The Fund is designed to meet the needs of investors who want to invest in companies that satisfy a range of social, environmental and ethical considerations.

  • Screening Process

    An ethical and socially responsible investment screening process seeks to identify quality companies that have satisfied our range of ethical, environmental and socially responsible investment criteria.

  • Outstanding Track Record

    The Fund has delivered strong returns over the long-term and has outperformed the broader market – an indication that investing in ethical and sustainable companies may not necessarily compromise investment returns.

  • Flexibility to seek broader opportunities

    The Fund can invest in a broad range of companies, including companies not held in the S&P/ASX300 Index. The ability to invest in smaller companies provides the Fund with another potential source of returns.

OUR ETHICAL SRI SCREENING PROCESS

Perpetual’s Ethical SRI strategy uses the same investment process as the broad Australian equities strategies. However, there is an additional screening process undertaken to develop the investable universe for this strategy, and it requires specialist research.

Perpetual Ethical SRI - Our Ethical Screen Process

The Perpetual Ethical SRI Fund is a specialist Australian Equity strategy that invests in a diversified selection of ethical and socially responsible companies.

Richard Morris - Manager Responsible Investments, Perpetual Investments

WHAT ARE THE RISKS?

All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.

You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:


> Investment | > Superannuation | > Retirement

Awards and recognition

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