Perpetual Wholesale Ethical SRI Fund

Product Name

Perpetual Wholesale Ethical SRI Fund

Issuer

Perpetual

Category

Investment

Type

Fund or Trust

Target

Retail, Wholesale

Certified Since

2005

Asset Classes

Australian only equities

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening

It Includes:

  • Riaa icons 32 Green property
  • Riaa icons 10 Renewable energy and climate change solutions
  • Tree green background Sustainable land and agricultural management
  • Riaa icons 31 Sustainable water

It fully excludes:

  • Riaa icons 41 Alcohol
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 45 Genetic engineering
  • Riaa icons 50 Nuclear power
  • Riaa icons 99 Pornography
  • Riaa icons 35 Tobacco

Overview

The Perpetual Wholesale Ethical SRI Fund aims to: · provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies. · outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.


Description


Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria:
·     conservative debt levels
·     sound management
·     quality business and
·     recurring earnings.

Perpetual evaluates companies that meet the investment approach on a range of environmental, social, governance and ethical issues and labour standards to determine their suitability for inclusion/retention in, or divestment from the Fund. We seek to invest in quality companies that have satisfied our range of ethical and socially responsible investment (SRI) criteria.

Our ethical criteria include avoiding investment in companies that derive a material proportion of their revenue (5%) in total from the following activities:
  • the manufacture or sale of alcohol
  • the operation of gambling facilities or the manufacture of gambling equipment
  • the manufacture or sale of tobacco
  • uranium and nuclear
  • military armaments
  • fossil fuels (upstream)
  • genetic engineering
  • pornography
  • animal cruelty (cosmetic testing)

Our SRI criteria are based on a company assessment on a range of environmental, social (including labour standards) and governance issues.

Please see the Product Disclosure Statement for further details. Available on www.perpetual.com.au

Other products certified by the Responsible Investment Association Australasia (RIAA)

Perpetual Ethical SRI Credit Fund

Perpetual WealthFocus Super Plan-Ethical SRI Option

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