Adviser 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.

Welcome to the Perpetual Adviser Hub Fund Resources section. Check out the range of collateral to help you with your clients, download fund profiles and get easy access to our key fund webpages for more details.

 

Perpetual Wholesale Funds

 

Australian Shares

Fund Profile PDS Client Tools
Perpetual Pure Equity Alpha Fund
Fund Profile PDS The Case for Absolute Return InvestingInvestment ApproachFund factsheet
Perpetual Pure Microcap Fund
Fund Profile PDS Fund factsheet
Perpetual Pure Value Fund
Fund Profile PDS Fund factsheet
Perpetual Wholesale Australian Share Fund
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Concentrated Equity Fund
Fund Profile PDS Fund factsheet
Perpetual Wholesale Ethical SRI Fund
Fund Profile PDS
The Case for Responsible InvestingEthical SrI Screening ProcessInvestment ApproachFund factsheet

Perpetual Wholesale Geared Australian Share Fund

Fund Profile PDS Fund factsheet
Perpetual Wholesale Income Share Fund
Fund Profile PDS Fund factsheet
Perpetual Wholesale Industrial Share Fund
Fund Profile
PDS
The Case for Industrial SharesInvestment ApproachFund factsheet
Perpetual Wholesale SHARE-PLUS Long-Short Fund
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Smaller Companies Fund
Fund Profile
PDS
Fund factsheet

 

Credit and Fixed Income

Fund Profile PDS Client Tools
Perpetual Active Fixed Interest Fund - Class A
Fund Profile
PDS
Fund factsheet
Perpetual Ethical SRI Credit Fund Fund Profile
PDS
Ethical SRI Credit Screening ProcessClient factsheetFund factsheet
Perpetual High Grade Treasury Fund - Class R
Fund Profile
PDS
Fund factsheet
Perpetual Pure Credit Alpha Fund - Class W
Fund Profile
PDS
Investment Approach
Fund factsheet
Perpetual Wholesale Dynamic Fixed Income Fund                                    
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Diversified Income Fund
Fund Profile
PDS
The Fixed Income landscape Investment Approach
Fund factsheet

 

Global Shares

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

 

Multi Asset

Fund Profile PDS Client Tools
Perpetual Diversified Real Return Fund - Class W
Fund Profile
PDS
The Case for Real Return InvestingFund OverviewInvestment Approach Fund factsheetClient Flyer
Perpetual Diversified Real Return Fund - Class Z
Fund Profile
PDS
The Case for Real Return InvestingFund Overview
Fund factsheet
Perpetual Wholesale Balanced Growth Fund
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Conservative Growth Fund
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Diversified Growth Fund
Fund Profile
PDS
Fund factsheet
Perpetual Wholesale Split Growth Fund
Fund Profile
PDS