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
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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.
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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.
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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.
Morningstar Investment Ideas
Stocks
ETFs
- Australian ETFs
- Active Australian Equity ETFs
- Passive Australian Equity ETFs
- Emerging Market Equity ETFs
- Sustainable ETFs
- Active Global Equity ETFs
- Passive Global Equity ETFs
- Active Australian Fixed Interest ETFs
- Passive Australian Fixed Interest ETFs
- Active Australian Listed Property ETFs
- Passive Australian Listed Property ETFs
- Active Global Fixed Interest ETFs
- Passive Global Fixed Interest ETFs
- Active Global Infrastructure ETFs
- Passive Global Infrastructure ETFs
- Active Global Property ETFs
- Passive Global Property ETFs
Funds
- Active Australian Equity Funds
- Passive Australian Equity Funds
- Active Global Equity Funds
- Passive Global Equity Funds
- Sustainable Funds
- Emerging Market Equity Funds
- Passive Australian Listed Property Funds
- Active Australian Listed Property Funds
- Passive Global Infrastructure Funds
- Active Global Infrastructure Funds
- Active Global Property Funds
- Passive Global Property Funds
- Active Australian Fixed Interest Funds
- Passive Australian Fixed Interest Funds
- Active Global Fixed Interest Funds
- Passive Global Fixed Interest Funds
Markets
Index
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| All Ordinaries | 8,029.00 | 34.80 | 0.44% |
| CAC 40 | 8,187.65 | 56.24 | 0.69% |
| DAX 40 | 18,686.60 | 188.22 | 1.02% |
| Dow JONES (US) | 39,387.76 | 331.37 | 0.85% |
| FTSE 100 | 8,381.35 | 27.30 | 0.33% |
| HKSE | 18,833.92 | 296.11 | 1.60% |
| NASDAQ | 16,346.26 | 43.51 | 0.27% |
| Nikkei 225 | 38,273.43 | 199.45 | 0.52% |
| NZX 50 Index | 11,737.68 | 8.90 | -0.08% |
| S&P 500 | 5,214.08 | 26.41 | 0.51% |
| S&P/ASX 200 | 7,756.70 | 35.10 | 0.45% |
| SSE Composite Index | 3,147.25 | 7.07 | -0.22% |
Market Movers
Name
|
Last price
|
Change
|
% Change
|
|---|---|---|---|
| Sayona Mining Ltd SYA | 0.04 | 0.00 | 7.50% |
| Imugene Ltd IMU | 0.07 | 0.00 | 5.00% |
| Core Lithium Ltd CXO | 0.15 | 0.01 | 3.45% |
| De Grey Mining Ltd DEG | 1.24 | 0.01 | -0.93% |
| Lake Resources NL LKE | 0.07 | 0.00 | 4.84% |
| Liontown Resources Ltd LTR | 1.39 | 0.01 | -0.89% |
| Pilbara Minerals Ltd PLS | 4.13 | 0.05 | -1.08% |
| Australian Vanadium Ltd AVL | 0.02 | 0.00 | 7.14% |
| Beach Energy Ltd BPT | 1.70 | 0.07 | 4.31% |
| Base Resources Ltd BSE | 0.26 | 0.02 | 6.12% |