Fund in Focus: Perpetual ESG Real Return Fund

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Perpetual

Perpetual Asset Management

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We recently launched the Perpetual ESG Real Return Fund, a multi-asset offering that will invest in a diversified portfolio including Australian and global shares, fixed income and credit assets, to be selected based on a range of sustainable, ethical and financial criteria. This is a great example of being able to leverage the capabilities of both our Australian and international businesses to deliver a unique and relevant product to market. The fund will be managed with a similar approach to the Diversified Real Return Fund (DRRF), but with additional ESG screening that utilises Perpetual and Trillium’s ESG expertise.

The Perpetual ESG Real Return Fund aims to invest in a diversified portfolio of assets that are selected based on a range of sustainable, ethical and financial criteria. The Fund targets a pre-tax return of 5% per annum above inflation, before fees and taxes, over rolling five-year periods. Because it is focused on reducing risk and uncertain investment outcomes, the new offering is designed for investors seeking a smoother, more regular profile of returns and protection against inflation and volatility. The Fund may also adjust its asset allocation to respond to changing market conditions and/or to take advantage of new opportunities.

The Perpetual ESG Real Return Fund could help to diversify a portfolio of ethical or socially responsible investment assets or complement an investor’s existing diversified portfolio. The Fund brings together the expertise of Perpetual’s Multi Asset team with the building blocks of existing Perpetual and Trillium ESG strategies to leverage the long-standing track record of both experienced ESG investors. These strategies utilise screening processes which require specialist research to avoid certain activities or industries. In the case of Trillium, a dedicated shareholder advocacy team is focused on engaging with companies to press for positive change on key ESG performance drivers. These screening processes are currently incorporated in the Australian and international shares, fixed income and credit assets managed directly by Perpetual and Trillium.

 

Find out more about Perpetual's ESG Real Return Fund.

HAVE ANY QUESTIONS?

We are here to help you with any enquiries regarding Perpetual’s investment funds and services, including new or existing investments. If you’re an adviser, call us on 1800 062 725, alternatively, if you’re an investor call 1800 022 033.

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 information is believed to be accurate at the time of compilation and is provided in good faith. This document may contain information contributed by third parties. PIML does not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time of writing and do not constitute a recommendation to act.

The product disclosure statement (PDS) for the Perpetual ESG Real Return Fund issued by PIML, should be considered before deciding whether to acquire or hold units in the Fund. The PDS can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. Past performance is not indicative of future performance.