Perpetual Wholesale Ethical SRI Fund

Product Name

Perpetual Wholesale Ethical SRI Fund

Issuer

Perpetual

Category

Investment product

Type

Fund/Trust

Target

Wholesale

Certified Since

2005

Certification Symbol

Responsible Investment

Asset Classes

Equities - Australian only

Markets

Australia

Investment Approaches

Negative Screening, Positive Screening

It Includes

  • Riaa icons 10 Renewable energy
  • Riaa icons 31 Sustainable water
  • Riaa icons 30 Sustainable land management & agriculture

It Excludes

  • Riaa icons 33 Fossil fuels
  • Riaa icons 34 Logging
  • Riaa icons 35 Tobacco
  • Riaa icons 50 Nuclear energy (including uranium)
  • Riaa icons 52 Human rights violations
  • Riaa icons 38 Labour rights violations
  • Riaa icons 36 Armaments
  • Riaa icons 41 Alcohol
  • Riaa icons 42 Gambling
  • Riaa icons 45 Genetic engineering

Overview

Aims to provide long-term capital growth and regular income through investment in quality shares of socially responsible companies. The fund aims to 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
·     in the case of industrial shares, recurring earnings.
In addition to the above investment approach, Perpetual utilises a strategy for screening ethical and socially responsible investments. 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 Option

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