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The Perennial Better Future Trust is an actively managed portfolio of mainly smaller and mid-cap listed (and unlisted) companies.
We seek to invest in sustainable themes such as healthcare, education, renewable energy, low carbon technology, water management, environmental services and improving social welfare. We also invest in companies that have an Environmental, Social, Governance and Engagement Score (“ESG&E Score”) that is better than the benchmark.
The Trust does not invest in companies that to our knowledge receive any revenue from the manufacture, distribution or mining of tobacco or alcohol products (including electronic nicotine delivery systems e.g. ‘vaping’ devices, e-cigarettes), weapons or armaments, thermal coal, uranium, oil or gas, gambling, pornography, toxic pesticides, old growth forest logging or operations or transportation associated with the live exportation of animals offshore*.
*For a full list of inclusions and exclusions, please refer to the PDS.
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 considered to be Better Future Investments (as defined in Section 3 of the PDS).
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-cap companies listed (or soon to be listed) on the ASX or New Zealand stock exchanges.
Online application is quick and simple.
The Better Future Trust is focused on finding innovative companies that are making a positive contribution towards a better future. The chart on the right reflects holdings in the Perennial Better Future Trust divided into Better Future themes, like water management, education, healthcare and renewable energy.
Source: Perennial Better Future. Categories are based on Perennial’s internal definition. Holdings are as at 31 May 2024.
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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.
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Better Future Trust Commentary 10/18