Empower those
Perennial Better Future Investments
Perennial Better Future is the next generation of authentic Environmental, Social, and Governance (ESG) investing. We seek to invest in companies making a positive contribution to society and the environment, while pursuing strong, consistent returns for investors. We enable investors to empower those who create a better future – sustainably and financially.
The Perennial Better Future Approach
Active
Our large team of 19 investment professionals actively unearths companies shaping a better future.
Authentic
Sustainability is embedded in our philosophy, our people, our process and our portfolio.
Better Future
We see a better future as one with less carbon, higher educational standards, improved healthcare outcomes, social inclusivity and a responsible approach to the environment.
Zenith Meet The Manager
This video has been prepared for AFSL holders and wholesale clients only. By continuing to watch this video you are confirming that you either hold an AFSL or are a wholesale client. For more information regarding Zenith research please go to www.zenithpartners.com.au.
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned 02/2022) referred to in this video is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.
Any questions?
Call +61 2 8274 2740 or email
invest@perennial.net.au
Strong returns
Through our active, authentic ESG approach, we pursue strong, consistent returns for investors. Our goal is to outperform the benchmark over the long term, after fees and expenses, by investing in a diversified portfolio of companies that are shaping a better future.
Performance since inception
Source: Perennial Investment Management Limited.
Value of A$100,000 since inception (1 February 2018) of the Better Future Trust as at 29 February 2024.
Performance shown net of fees with distributions reinvested. Does not take into account any taxes payable by an investor. Past performance is not a reliable indication of future performance.
How we invest
We invest in high-quality companies in industries like healthcare, education, renewable energies, low-carbon technologies, water management, environmental services, and companies that improve social welfare.
Our proprietary scoring system gives each company a score for ESG performance, as well as a score for company Engagement (“ESG&E score”). We only invest in companies with an ESG&E score higher than the benchmark.
“Companies that operate in industries shaping a better future are likely to experience both business and investment tailwinds and have global growth opportunities.”
Damian Cottier – Portfolio Manager
What we invest in
Renewable energies
Healthcare
Carbon emissions reduction technologies
Water treatment or remediation
Environmental services
Social welfare improvements
Education
Improving energy efficiency
What we don’t invest in
Fossil fuels
Tobacco or alcohol products
Weapons or armaments
Gambling or betting operations
Pornography
Live animal exports offshore
Toxic pesticides
Old growth forest logging
Better Future Themes
Source: Perennial Better Future. Categories are based on Perennial’s internal definition. Holdings are as at 31 March 2024.
Interested in
investing with us?
Please call us on +61 2 8274 2740 or email us at
invest@perennial.net.au
Start investing in a Better Future today
Our online application process is straightforward. To apply, simply click on the option that best describes you.
Investments over $25,000
If you require assistance, please call our client services team on 1300 730 032.
Investments under $25,000
*You can invest less than $25,000 via the eInvest Better Future Fund (Managed Fund) (ASX: IMPQ) or via our IMPQ page on the website.
The Perennial Better Future Trust has been certified by the Responsible Investment Association Australasia according to the strict operational and disclosure practices required under the Responsible Investment Certification Program.
See www.responsiblereturns.com.au for details.
