Perpetual Investments

Perpetual’s Ethical SRI Fund builds on Perpetual’s long-standing investment approach for Australian equities by limiting all investments to companies not involved in socially or environmentally damaging practices.

Like all of Perpetual’s Australian equity products, the Fund restricts investments to companies that pass four quality filters, namely, sound management, conservative debt levels, quality business and in the case of industrial shares, recurring earnings. The resultant universe of possible investments is then screened on a range of social and ethical criteria to determine their suitability for inclusion in the Ethical SRI Fund’s investment universe, which contains the companies that the Fund is allowed to invest in. The negative screening excludes any company that in our opinion derive a material proportion of their revenue in alcohol, gambling, tobacco, uranium, weapons and armaments.

Where the proportion of a company’s revenue from such activities exceeds 5% of total revenue, the company will be excluded from consideration for investment.

The Fund can be accessed via:

  • Perpetual WealthFocus Investments – Perpetual’s Ethical SRI Fund
  • Perpetual WealthFocus Investment Advantage – Perpetual’s Ethical SRI
  • Perpetual WealthFocus Super Plan – Perpetual’s SRI Investment Option
  • Perpetual WealthFocus Pension Plan – Perpetual’s Ethical SRI Super Investment Option
  • Perpetual Wholesale Ethical SRI Fund

CERTIFICATION DETAILS

Certified by RIAA since: 2005

Certified products

Perpetual Wholesale Ethical SRI Fund

Responsible investment methodology

Read the methodology used by Perpetual to create their responsible investment product.

Stocks in the portfolio and past performance

View the stocks in the portfolio and past performance by selecting ‘Perpetual Fund Profile’ from the right side menu.

CONTACT DETAILS

Pablo Berrutti
Manager – Responsible Investment and Sustainability
Perpetual Investments
Phone: (02) 9229 3297
Email: pablo.berrutti@perpetual.com.au
Website: www.perpetual.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Perpetual Investments. While it is provided to assist you in finding a fund manager, RIAA does not endorse or recommend any particular firm or fund manager to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
PAGE LAST UPDATED: May 2011