AdviserVoicePerpetual’s Ethical SRI fund celebrates 20-year milestone - AdviserVoice https://www.adviservoice.com.au/2022/06/perpetuals-ethical-sri-fund-celebrates-20-year-milestone/ Financial planner information & financial planner education/CPD - AdviserVoice Wed, 10 Jun 2026 21:30:37 +0000 en-US hourly 1 https://wordpress.org/?v=7.0 Perpetual’s Ethical SRI fund celebrates 20-year milestone https://www.adviservoice.com.au/2022/06/perpetuals-ethical-sri-fund-celebrates-20-year-milestone/ https://www.adviservoice.com.au/2022/06/perpetuals-ethical-sri-fund-celebrates-20-year-milestone/#respond Thu, 02 Jun 2022 21:50:39 +0000 https://www.adviservoice.com.au/?p=82485

Nathan Hughes

Perpetual’s Ethical SRI fund (the fund) has recently celebrated 20 years since inception, with approximately $900 million in funds under management[1] now invested in quality shares of Australian ethical and socially responsible companies.

The fund was the first in what is now a suite of ESG investment strategies that sit within Perpetual Asset Management Australia.

Commenting on the milestone, Portfolio Manager Nathan Hughes said: “Twenty years ago ethical investing was in some respects a ‘boutique’ investment philosophy in Australia.

“While investors were cognisant of environmental and governance matters associated with a particular company, social issues such as modern slavery and ethical sourcing are now also very much front-of-mind and is something that must be considered in any ethical investment.”

Research conducted by Perpetual last year showed 25% of Australians try to invest in companies that are not harmful to the environment and society, and 24% of Australians are actively looking to invest in companies that are beneficial to the environment and society[2] .

The Ethical SRI fund aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies.

The fund will not invest in companies that derive a material proportion (5% or more) of their revenue from the manufacture or sale of generally ethically unacceptable products and services.

“We have a robust ethical screening process that, when combined with our bottom-up, value-based approach that is fundamental to all Perpetual investments, enables us to build a portfolio that marries the growing investor appetite for ESG investing while seeking returns that outperform the benchmark over the long term.”

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[1] FuM as at 31 March 2022
[2] Results taken from the ‘What do you care about?’ 2021 Survey, The Planet Edition – Sustainable Investing, conducted by Perpetual Limited.
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Nathan Hughes

Perpetual’s Ethical SRI fund (the fund) has recently celebrated 20 years since inception, with approximately $900 million in funds under management[1] now invested in quality shares of Australian ethical and socially responsible companies.

The fund was the first in what is now a suite of ESG investment strategies that sit within Perpetual Asset Management Australia.

Commenting on the milestone, Portfolio Manager Nathan Hughes said: “Twenty years ago ethical investing was in some respects a ‘boutique’ investment philosophy in Australia.

“While investors were cognisant of environmental and governance matters associated with a particular company, social issues such as modern slavery and ethical sourcing are now also very much front-of-mind and is something that must be considered in any ethical investment.”

Research conducted by Perpetual last year showed 25% of Australians try to invest in companies that are not harmful to the environment and society, and 24% of Australians are actively looking to invest in companies that are beneficial to the environment and society[2] .

The Ethical SRI fund aims to provide long-term capital growth and regular income through investment in quality shares of ethical and socially responsible companies.

The fund will not invest in companies that derive a material proportion (5% or more) of their revenue from the manufacture or sale of generally ethically unacceptable products and services.

“We have a robust ethical screening process that, when combined with our bottom-up, value-based approach that is fundamental to all Perpetual investments, enables us to build a portfolio that marries the growing investor appetite for ESG investing while seeking returns that outperform the benchmark over the long term.”

———-

[1] FuM as at 31 March 2022
[2] Results taken from the ‘What do you care about?’ 2021 Survey, The Planet Edition – Sustainable Investing, conducted by Perpetual Limited.

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