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.

Perpetual Wholesale Funds

 

Australian Shares

Perpetual Wholesale Australian Share Fund
Fund Profile
PDS
Perpetual Wholesale Industrial Share Fund
Fund Profile
PDS
The Case for Industrial SharesInvestment Approach
Perpetual Wholesale Concentrated Equity Fund
Fund Profile
PDS
Perpetual Wholesale Geared Australian Share Fund
Fund Profile
PDS
Perpetual Wholesale Ethical SRI Fund
Fund Profile
PDS
The Case for Responsible InvestingEthical SrI Screening ProcessInvestment Approach
Perpetual Wholesale SHARE-PLUS Long-Short Fund
Fund Profile
PDS
Perpetual Wholesale Smaller Companies Fund
Fund Profile
PDS
Wholesale Smaller Companies Fund No.2
N/A
PDS
Perpetual Pure Equity Alpha Fund
Fund Profile
PDS
The Case for Absolute Return InvestingInvestment Approach
Perpetual Pure Microcap Fund
Fund Profile
PDS

 

 

Credit and Fixed Income

Perpetual Active Fixed Interest Fund-Class A
Fund Profile
PDS
Perpetual Active Fixed Interest Fund
N/A
N/A
Perpetual Credit Income Fund
Fund Profile
PDS
Perpetual Ethical SRI Credit Fund
N/A
PDS
Ethical SRI Credit Screening ProcessClient factsheet
Perpetual Exact Market Cash Fund
Fund Profile
PDS
Perpetual High Grade Treasury Fund
Fund Profile
PDS
Perpetual High Grade Treasury Fund Class R units
Fund Profile
PDS
Perpetual Pure Credit Alpha Fund Class W
Fund Profile
PDS
Investment Approach
Perpetual Wholesale Diversified Income Fund
Fund Profile
PDS
The Fixed Income landscape Investment Approach
Perpetual Wholesale Dynamic Fixed Income Fund
Fund Profile
PDS

 

Global Shares

Perpetual Wholesale Global Share Fund
Fund Profile
PDS
The Case for Global Shares Investment Approach Client factsheet
Perpetual Wholesale Global Share Fund Hedged
Fund Profile
PDS
Perpetual Wholesale International Share Fund
Fund Profile
PDS

 

 

Multi Asset

Perpetual Diversified Real Return Fund - Class W
Fund Profile
PDS
The Case for Real Return Investing Investment Approach Client factsheet Class W + Z factsheet
Perpetual Diversified Real Return Fund - Class Z
N/A
PDS
The Case for Real Return Investing Class W + Z factsheet
Perpetual Wholesale Balanced Growth Fund
Fund Profile
PDS
Perpetual Wholesale Conservative Growth Fund
Fund Profile
PDS
Perpetual Wholesale Diversified Growth Fund
Fund Profile
PDS
Perpetual Wholesale Split Growth Fund
Fund Profile
PDS