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Perpetual ESG Australia Share

PER0116AU

Perpetual ESG Australia Share PER0116AU Strategy

The fund 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 -outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Perpetual ESG Australia Share News & Analysis

funds

New ESG ratings unearth top 5 sustainable funds

Australian Ethical and Stewart Investors score well under Morningstar's new ESG Commitment Level, but AMP and Perpetual have a way to go.
funds

Fund spy: efficiency and diversification of SMAs

Separately managed accounts offer some of the same benefits as managed funds, but without the pooled structure, providing greater visibility and control.
funds

Fund Spy: Australian ethical funds bridging the gap

The performance gap between these Australian ESG funds and their plain vanilla equivalent is narrowing, but gains are in lock-step with rising oil and commodity prices.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,243.30 19.10 -0.23%
CAC 40 7,589.79 42.92 -0.56%
DAX 40 18,506.71 84.18 -0.45%
Dow JONES (US) 40,211.72 210.82 0.53%
FTSE 100 8,160.52 22.44 -0.27%
HKSE 17,759.38 256.56 -1.42%
NASDAQ 18,472.57 74.12 0.40%
Nikkei 225 41,275.08 84.40 0.20%
NZX 50 Index 12,184.49 61.35 0.51%
S&P 500 5,631.22 15.87 0.28%
S&P/ASX 200 7,999.30 18.30 -0.23%
SSE Composite Index 2,976.30 2.29 0.08%

Market Movers

Name
Last price
Change
% Change
Droneshield Ltd DRO 2.02 0.58 -22.31%
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
Red 5 Ltd RED 0.42 0.00 0.00%
Mirvac Group MGR 2.12 0.04 1.92%
Opthea Ltd OPT 0.38 0.01 -1.32%
Imugene Ltd IMU 0.06 0.00 -3.51%
Telstra Group Ltd TLS 3.83 0.01 -0.26%
Bellevue Gold Ltd BGL 1.87 0.07 -3.37%
Latin Resources Ltd LRS 0.16 0.01 -5.88%
Zip Co Ltd ZIP 1.61 0.03 1.90%