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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 7,880.60 43.20 0.55%
CAC 40 8,088.24 71.59 0.89%
DAX 40 18,161.01 243.73 1.36%
Dow JONES (US) 38,239.66 153.86 0.40%
FTSE 100 8,139.83 60.97 0.75%
HKSE 17,802.21 151.06 0.86%
NASDAQ 15,927.90 316.14 2.03%
Nikkei 225 37,934.76 306.28 0.81%
NZX 50 Index 11,843.42 38.33 0.32%
S&P 500 5,099.96 51.54 1.02%
S&P/ASX 200 7,616.60 40.70 0.54%
SSE Composite Index 3,085.93 2.70 -0.09%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.03 0.00 0.00%
Droneshield Ltd DRO 0.80 0.03 -3.61%
South32 Ltd S32 3.47 0.10 2.97%
Mesoblast Ltd MSB 1.02 0.09 9.41%
Northern Minerals Ltd NTU 0.03 0.00 6.25%
Tietto Minerals Ltd TIE 0.68 0.00 0.00%
Pilbara Minerals Ltd PLS 3.90 0.10 2.63%
Zip Co Ltd ZIP 1.24 0.08 6.93%
Imugene Ltd IMU 0.08 0.00 3.80%
Telstra Group Ltd TLS 3.65 0.01 0.27%