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Nathan Hughes
Portfolio Manager, ESG Australian Share Fund, Income Share Fund; Co-Portfolio Manager Strategic Capital Fund BCom, CFAYears of experience: 20
Years at Perpetual: 14
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The Perpetual ESG Australian Share Fund (formerly Perpetual Ethical SRI Fund) has an unquoted unit class and an ASX quoted unit class. The fund seeks to invest in companies that represent the best investment quality, are appropriately priced and meet Perpetual’s ESG and values-based criteria.
The fund uses a value based exclusionary screen to avoid investment in companies that derive a proportion of their revenue from the involvement in the following activities.
Values-based activity |
Involvement Threshold |
The production or distribution of alcohol |
5% or more of company/issuer revenue^ |
Animal cruelty (cosmetic testing) |
5% or more of company/issuer revenue^ |
Fossil fuels (exploration and extraction) |
5% or more of company/issuer revenue^ |
Gambling operations including online services, casinos, and gambling products including gaming equipment |
5% or more of company/issuer revenue^ |
Genetic engineering the production of genetically modified organisms for human consumption |
5% or more of company/issuer revenue^ |
Uranium and nuclear |
5% or more of company/issuer revenue^ |
Pornography |
5% or more of company/issuer revenue^ |
Tobacco production |
0% or more of company/issuer revenue^ |
Tobacco retailing |
5% or more of company/issuer revenue^ |
Weapons (nuclear) |
0% or more of company/issuer revenue^ |
Weapons (Military - Controversial) |
0% or more of company/issuer revenue^ |
Weapons (Military - Conventional) |
5% or more of company/issuer revenue^ |
^Generally calculated using the total gross amount of revenue generated by the sale of goods or services from normal business operations. Companies/issuers will breach the above involvement threshold if their combined revenue from all Values-based activities above is 5% or more.
Companies or issuers that successfully pass our Values-based exclusionary screen are then subject to an ESG exclusionary screen.
Companies or issuers are scored (both positively and negatively) on a broad range of ESG factors, shown in the table below. These scores are totalled to arrive at a single score for each company or issuer.
Companies or issuers that receive a negative overall score fail this exclusionary screen and will not be considered for investment by the fund. A zero or positive score will allow a company or issuer to be considered for investment by the Fund.
ESG issues:
The fund gives investors an opportunity to align their investments with their personal values and ESG preferences.
Screening process that utilises internal and external ESG research. For more information on our robust screening process please download our brochure.
Established in 2002, the Fund has outperformed its benchmark since inception.
Investment decisions are made in one of the largest and most well-resourced equity teams in Australia, supported by an experienced Responsible Investment team.
Perpetual’s ESG Australian Share Fund uses the same investment process as the broad Australian equities strategies. However, there is an additional screening process undertaken to develop the investable universe for this strategy, and it requires specialist research.
The Portfolio Impact Measurement Report looks at the environmental, social and governance (ESG) attributes of Perpetual's ESG Australian Share Fund. It contains information on the fund’s carbon footprint, fund contribution towards positive environmental and social goals, as well as ESG metrics and ratings. The Q&A provides useful background on the report.
Fund Commencement: April 2002
Growth (%) | Distributions | Total (%) | |
---|---|---|---|
1 month | -3.22% | 1.65% | -1.57% |
3 month | -2.85% | 1.66% | -1.20% |
6 month | 2.94% | 1.75% | 4.69% |
1 year | 4.50% | 7.97% | 12.47% |
3 year | -3.02% | 8.98% | 5.95% |
5 year | 2.86% | 7.48% | 10.35% |
10 year | 0.86% | 7.54% | 8.39% |
Investment Objective | Aims to provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual's ESG and values-based criteria. Aims to outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. | ||
Minimum Suggested Timeframe | 5 years or longer | ||
Fund Manager | Perpetual Investment Management Limited | ||
Asset Class | Australian Shares | ||
Minimum Initial Investment | $25,000 | ||
Minimum Initial Investment (with saving plan) | $100 | Monthly Minimum | Nil |
Minimum Additional Investment | $2,000 |
Australian shares | 90 - 100% |
Cash | 0 - 10% |
Half Yearly | June 30, December 31 |
Entry | 0 |
Exit | 0 |
Management Fee (p.a.) | 1.175%. Refer to PDS for Management Costs. |
Buy / Sell Spread | 0.12% / 0.12% |
Years of experience: 20
Years at Perpetual: 14
All investments carry risk. While it is not possible to identify every risk relevant to your investment, we have provided details of the risks that may affect your investment in the relevant product disclosure statement (PDS) or offer document.
You can find PDSs and other documents in our resources section. The relevant PDS, offer documents and forms can also be found in the sections below:
Perpetual Investment Funds feature Perpetual’s leading investment management capabilities. They are designed for individual and wholesale investors, and super fund trustees, with $25,000 or more to invest.You can also invest through investor directed portfolio services. Applications to invest in Perpetual Investment Funds can be made through the myPerpetual application portal online.
Before applying for a Perpetual Investment it's important to review the Product Disclosure Statement (PDS), and related documents to ensure you understand how the fund works and the risks involved.
Information on Customer Identification Requirements
Investment Forms, PDS's and Offer Documents
Find out more about Perpetual Investment Funds
Continuous disclosure and updates for Perpetual Investment Funds
Applications for additional investment to your Perpetual Fund can be done by accessing the online account portal myPerpetual, or via the post where completed additional investments form & documents should be sent to this address:
Perpetual Investment Funds
GPO Box 4171, Sydney NSW 2001
Review the current PDS and related documents. They may have changed since you first invested.
Information on Customer Identification Requirements
Find out more about Perpetual Investment Funds
Continuous disclosure and updates for Perpetual Investment Funds
Call your Perpetual Business Development Manager on 1800 062 728
Perpetual Investment Management Limited ABN 18 000 866 535 AFSL 234426 and/or Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757 are the issuers of the Funds. You should consider the relevant Fund product disclosure statement or other offer document before deciding whether to invest. The product disclosure statements and target market determinations for the Funds are available on this website.
Returns have been calculated using exit prices after taking into account all ongoing fees, and assuming reinvestment of distributions. No allowance has been made for entry fees, exit fees or where applicable taxation. Future returns may bear no relationship to the historical information displayed. The returns shown represent past returns only and are not indicative of future returns of a Fund. Returns on a Fund can be particularly volatile in the short term and in some periods may be negative.
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This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.