Perpetual Exchange Traded Managed Funds

Perpetual, one of Australia’s longest serving and most trusted investment managers, will soon be launching Exchange Traded Managed Funds (ETMFs) (also known as active ETFs) which will be quoted and traded on the ASX.

These ETMFs will offer a new simple and convenient way for you to access our proven investment philosophy and active management expertise.

Register your interest today to take advantage of this opportunity.


Perpetual Ethical SRI Fund (Managed Fund) (ASX: GIVE)

GIVE aims to provide long-term capital growth and regular income through investment predominantly in quality shares of Australian ethically and socially responsible companies. It aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

The fund is actively managed and draws on the expertise of Perpetual’s highly experienced Australian Equities team. With a focus on finding the best opportunities, GIVE can invest in a broad range of companies, including those not held in the S&P/ASX 300 Accumulation Index. The ability to invest in smaller companies provides another potential source of returns.

Perpetual Global Innovation Fund (Managed Fund) (ASX: IDEA)

IDEA aims to provide investors with long-term capital growth by investing in a hand-picked portfolio of shares in global companies that are benefiting from changes in technology and innovation. It aims to outperform the MSCI All Countries World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods. 

We believe that the market is often inefficient at pricing companies where rapid change is occurring. Focusing on understanding new innovations early provides us the opportunity to exploit that inefficiency to find undervalued and underappreciated companies. 

 

Key benefits of ETMFs

  • One trade gives you access to an actively managed portfolio of high-quality companies.  
  • Each ETMF is managed by one of our experienced investment managers who leverage the full resources of our large investment and analyst teams. 
  • Ease of access as you can purchase and sell ETMF units through licensed stockbrokers without the lengthy paperwork and there is no set minimum investment amount. 
  • Ability to buy and sell ETMF units at any time during ASX trading hours and have it sit alongside your other listed investments on your CHESS HIN

Whether you’re a first-time investor or an investment professional, you can now access our investment expertise in the way that best suits your individual needs and goals.  

What are the risks?

All investments carry risk and different strategies may carry different levels of risk. All investments are subject to risk which means the value of investments may rise or fall, which means that you may receive back less than your original investment or you may not receive income over a given time frame. The relevant product disclosure statement or offer document for a fund should be considered before deciding whether to acquire or hold units in that fund. Your financial adviser can assist you in determining whether a fund is suited to your financial needs.


Register Your Interest below

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Important Notice: This information has been prepared by Perpetual Investment Management Limited  ABN 18 000 866 535 AFSL 234426 (PIML), the issuer of units in each of the Perpetual Ethical SRI Fund (Managed Fund) and Perpetual Global Innovation Share Fund (Managed Fund) (collectively the ETMFs). 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 product disclosure statement (PDS) for the ETMFs, issued by PIML, should be considered before deciding whether to acquire or hold units in any of the ETMFs. The PDS and Target Market Determination for each ETMF can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. No company in the Perpetual Group (Perpetual Group means Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of the ETMFs or the return of an investor’s capital.