Achieve capital growth and a better future
Perennial Partners has committed to plant one tree for each client invested in our funds, working with the OneTreePlanted initiative.
IMPQ aims to provide you with attractive levels of capital growth in investments that also contribute positively and sustainably to society and the environment. We do this by investing in predominantly Australian and New Zealand listed Small and Mid Caps. IMPQ aims to achieve a return greater than the S&P/ASX Small Ordinaries Accumulation Index while sustainably contributing to society and the environment.
IMPQ is managed similarly to the Perennial Better Future Trust.
IMPQ is suited to investors who are seeking to achieve long term capital growth. IMPQ also appeals to the socially minded and those who wish to contribute to a better future.
The Investment Manager for IMPQ is Perennial Value Small Caps. Perennial’s Small caps team has won a number of industry awards for excellence.
Perennial Value focuses on:
The investment team focuses on putting together for you a number of quality small cap businesses in IMPQ that:
IMPQ’s sustainability credentials are enhanced by really simple things such as:
DRP Cut Off Date
Distribution cents per unit
Important distribution information
eInvest Better Future Fund is an actively managed portfolio of mainly small and mid-cap listed companies that are considered to be Sustainable Future Investments. Defined as companies that at the time of acquisition:
Conduct businesses that are making a positive contribution to creating a sustainable future, defined as deriving more than 50% of their revenue
from business operations that:
Have a Perennial Environmental, Social, Governance and Engagement Score (“ESGE Score”) that exceeds the ESGE score of the benchmark index.
The Fund does not invest in companies that to our knowledge receive any revenue from:
Management fee of 0.99% pa, inclusive of GST and RITC and a monthly performance fee of 20% of any out performance of the Benchmark Index. The Benchmark Index is the S&P/ASX Small Ordinaries Accumulation Index.
For a performance fee to be paid:
Past performance is not a reliable indicator of future performance.
Only institutional, sophisticated and wholesale investors, as defined in the Corporations Act 2001 (Cth), may make applications to invest in the Perennial Private to Public Opportunities Fund.
Are you a Wholesale Investor?
eInvest Better Future Fund Commentary 03/21