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Sustainable Future

Environmental, Social and Governance Investing

Damian Cottier
Portfolio Manager, Perennial

The 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 Sustainable Future Investments.

 

Sustainable 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 focussed 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 derive 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 Sustainable 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)*
02 Dec 2020

1.35

Latest Commentary & Performance
Trust Factsheet
Platforms and Ratings
Latest Annual Financial Report
Unit Price (Exit)*
02 Dec 2020

1.34

Product Disclosure Statement
Application Form
Historical Unit Prices
Holdings Report

Sustainable Future Themes

SFT Holdings Chart

 

The Sustainable Future Trust is focused on finding innovative smaller Australian companies that are making a positive contribution towards a sustainable future. The chart above is our holding companies as at 31 October 2020 divided into Sustainable Future themes, like water management, education, healthcare and renewable energy.

Note: Categories are based off Perennial’s internal definition

Start investing in Sustainable 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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