Perennial was established in 1999 and now manages and administers $23 billion on behalf of institutional and retail investors. From its inception, Perennial was designed to better align the interest of investment professionals and investors. Perennial Growth was established in 1999 in a partnership between Perennial Investment Partners Limited and Perennial Growth's investment staff. Perennial Growth specialises in the management of "growth-style" Australian shares. Perennial Growth manages the Perennial Socially Responsive Shares Trust. Perennial Growth is a subsidiary and authorised representative of Perennial Investment Partners Limited.

The Perennial Socially Responsible Shares Trust invests in a diversified range of industrial and resource companies listed (or soon to be listed) on the Australian Stock Exchange.

To meet the investment objective of the Trust, investments are selected using a two-tiered approach: Firstly, determining the investment quality of the stocks; Secondly, assessing the social responsiveness of those companies (those producing positive social outcomes, either through the nature of their core business activities and operations or through the goods and services offered).

CERTIFICATION DETAILS
Certified by RIAA since: 2006


Certified product
Perennial Socially Responsive Shares Trust

Responsible investment methodology
Read the methodology Perennial uses to create their Socially Responsive Shares Trust.
 
Stocks in the portfolio
View the stocks in Perennial's Socially Responsive Shares portfolio.

Past performance
View the past performance of Perennial's Socially Responsive Shares portfolio.

CONTACT DETAILS
Richard Macdougall
Partner
Perennial Growth Management Pty Ltd
Level 24, 303 Collins Street, Melbourne VIC 3000
Phone: 03 8614 4505
Email: rmacdougall@perennial.net.au
Website: www.perennial.net.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by Perennial Growth Management. 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: July 2010