Damian Cottier
Portfolio Manager, Perennial
We invest in companies that are considered Better Future Investments.
Better Future Investments are companies that at the time of acquisition:
a) Derive more than 50% of their revenue from business operations in:
OR
b) Have a Perennial-derived Environmental, Social, Governance and Engagement Score (“ESGE Score”) that exceeds the ESGE score of the benchmark index.
We do not invest in companies that to our knowledge receive any revenue from:
To outperform the benchmark over the long term after fees and expenses, by investing in a diversified portfolio of mainly smaller and mid-cap companies that are Better Future Investments.
The Trust may be suitable for investors with an investment horizon of five years or more, who are seeking exposure to a portfolio of mainly smaller or mid-capitalisation companies listed (or soon to be listed) on the ASX or New Zealand stock exchanges.
The Better Future Trust is focused on finding innovative smaller Australian companies that are making a positive contribution towards a better future. The chart above is our holding companies as at 31 January 2021 divided into Better Future themes, like water management, education, healthcare and renewable energy.
Note: Categories are based on Perennial’s internal definition
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FS Sustainability – Rachel Alembakis Perennial Value Management has renamed its sustainable small cap equities fund the Perennial Better Future Trust as the fund marks three years of returns at 15.5...
Perennial’s true to label ESG sustainable portfolio the Perennial Better Future Trust has achieved its 3-year track record with solid performance across all time periods. The fund is up 15.7% p.a....
Perennial Smaller Companies Sustainable Future Trust Certified by RIAA’s Responsible Investment Certification Program The Responsible Investment Association Australasia (RIAA) has added the Perennia...
As an active manager, engagement with ASX listed corporates is a critical component of our strategy. Analysts and portfolio managers typically meet with the management teams of companies in our portfo...
Sustainable Future Survey Report 2020 We are pleased to announce that our second annual Sustainable Future Survey Report is now available. The survey is designed to check the ‘ESG pulse’ of ASX li...
Responsible and ethical investors reap greater rewards, and COVID’s no exception – new RIAA report Companies which look after their employees, minimise their impact on the environment, have good g...
What is the EU Taxonomy? The EU Taxonomy is a reporting requirement for investment funds selling to European consumers. It requires funds to clearly set out the percentage of assets aligned with envir...
Note: Stock performance as 16th April 2020. The COVID-19 pandemic created significant market volatility throughout March and into April. While this has been a trying time for investors and listed comp...
Portfolio Manager, Damian Cottier, discusses a number of different ways as to how the Sustainable Future Trust addresses climate change....
Emilie O’Neill, ESG & Equities Analyst discusses the key ESG themes for 2020 ...
What is screening? An investment screen is a general term used for the exclusion or inclusion of stocks based on the exposure to certain characteristics or factors. These factors can range from metric...
Damian Cottier, Portfolio Manager for the Sustainable Future Trust will discuss how active investing makes a lot of sense when it comes to ESG and sustainablity, particularly if you want your inves...
Perennial wanted to learn more about what ASX listed companies thought of ESG and Sustainability, so we decided to do a survey on 250 ASX listed companies. Damian Cottier, Portfolio Manager for the Su...
The introduction of the Australian Modern Slavery Act will be confronting for many organisations across Australia. Investors need to be aware of what is legally required under the act and how to make ...
The US Strategy and Quant team at Wall Street investment bank Bank of America Merrill Lynch recently published a research note to clients “Top 10 Reasons you should care about ESG”. The note con...
At Perennial Sustainable Future we often use the ESG acronym in a way that assumes that everybody knows what it means and all that goes with it. It soon becomes clear that it is just another confusi...
There are many ASX listed small and mid-cap companies making a positive contribution to creating a sustainable future. It is the aim of the Perennial Smaller Companies Sustainable Future Trust and t...
New fund (ASX ticker: IMPQ) helps clients achieve their investment goals while making a positive social impact Sydney, Australia (May, 23 2019) – eInvest, a distributor of exchange traded managed f...
At a high level, we need to feed society and the availability of food is important. However, not all food is created equally, given the growing call to minimise implications for the environment and so...
Marni Lysaght, Equities Analyst, Perennial Value As much as I enjoy working, I really look forward to going on holidays. I will be spending the summer period travelling in India and Europe. My close f...
Looking at investments through an environmental, social and governance (ESG) lens is a critical part of being an analyst and can add enormous value when choosing to invest in a company. Perennial has ...
At Perennial, Environmental, Social and Governance (ESG) factors are a key consideration in investment decision-making alongside traditional investment research. In particular, we actively engage wit...
Online application is quick and simple.
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?
Smaller Companies Sustainable Future Trust Commentary 10/18