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Better Future

Environmental, Social and Governance Investing

Damian Cottier
Portfolio Manager, Perennial

The Better Future Trust (formerly Sustainable Future Trust) is an authentic ESG fund that invests in smaller and mid-cap companies that are contributing to a better future, with a focus on generating strong financial returns for our investors.

Description

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:

  • Renewable energy, improving energy efficiency or seeking to reduce greenhouse gas emissions; or
  • Water treatment or remediation; or
  • Environmental services or otherwise focused on environmental outcomes; or
  • Improving social welfare outcomes; or
  • Health outcomes, products and services; or
  • Education

 

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:

  • the manufacture, distribution or sale of tobacco or alcohol products;
  • the manufacture, distribution or sale of weapons or armaments;
  • extraction or sale of thermal coal, uranium, oil or gas (other than recycled oil);
  • gambling or betting operations;
  • the production, sale or distribution of pornography;
  • the manufacture or distribution of toxic pesticides;
  • old growth forest logging; or
  • operations or transportation associated with the live exportation of animals offshore.
Objective

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.

Investor Profile

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.

Unit Price (Entry)*

Latest Commentary & Performance
Trust Factsheet
Platforms and Ratings
Latest Annual Financial Report
Unit Price (Exit)*

Product Disclosure Statement
Application Form
Historical Unit Prices
Holdings Report

Better Future Strategies Impact Statement 2020

Sustainable Future Survey Report 2020

Better Future Themes

SFT Holdings Chart

 

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

Start investing in a Better Future today.

Online application is quick and simple.

Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Minimum investment

$25,000

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum added investment

$5,000

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