How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Responsible classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
<span class="text-size-xxsmall">The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.</span>
Themes & Issues
Society
High scoring ESG companies
Included
Armaments
Mostly avoided
Tobacco
Mostly avoided
Animal cruelty
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Alcohol
Partially avoided
Environment
High scoring ESG companies
Included
Armaments
Mostly avoided
Tobacco
Mostly avoided
Animal cruelty
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Alcohol
Partially avoided
<span class="text-size-xxsmall">For RIAA’s definitions of the themes included and issues avoided, please view this guide. Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.</span>
Overview
Objective:Aims to provide long-term capital growth and regular income through investment in quality shares of ethical and 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
The Perpetual WealthFocus Super Plan - ESG Australian Share Option is an actively managed fund, targeting long-term capital growth and income through investment in quality Australian shares that meet Perpetual’s ESG and values-based exclusionary screens.
Perpetual employs a rigorous investment process in managing our suite of Australian equities strategies. The Perpetual WealthFocus Super Plan - ESG Australian Share Option employs this same disciplined process, but with additional screening based on Perpetual’s environmental, social and governance (ESG) and values-based exclusionary screens, to give investors an opportunity to align their investments with their personal values and ESG preferences.
The Perpetual WealthFocus Super Plan - ESG Australian Share Option has two exclusion screens, with which we assess companies, including:
· A values-based exclusionary screen for involvement in certain activities, and
· An ESG exclusionary screen based on an evaluation of companies' overall performance on ESG issues.
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
1
themes included
0
issues fully avoided
2
issues mostly avoided
7
issues partially avoided
Product Targets
Retail
Certified Since
Last date certified
May 22, 2023
Primary RI Strategy
Negative Screening, ESG Integration
Secondary RI Strategy