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Better Future

An authentic ESG focused fund that seeks to invest in smaller and mid-cap companies that are positively shaping a better future, while pursuing strong, consistent returns for our investors.

Description

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.

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 considered to be Better Future Investments (as defined in Section 3 of the PDS).

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-cap companies listed (or soon to be listed) on the ASX or New Zealand stock exchanges.

Unit Price (Entry)

Latest Commentary & Performance
Trust Factsheet
5 years of Better Future Impact
Platforms and Ratings
Holdings Report
Latest Annual Financial Report
Unit Price (Exit)

Product Disclosure Statement
Target Market Determination
Individual Application Form
SMSF Application Form
Trusts & Companies Application Form
Historical Unit Prices

Start investing in a Better Future today.

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Better Future

Survey Report 2023

Better Future

Impact Statement 2023

5 Years of

Better Future Impact

Better Future

Podcast

Better Future Themes

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 March 2024.

Better Future exposures February 2024
Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Min. recommended investment period

5 years

Income distribution

Annually (if any)

Minimum investment

$25,000

Minimum added investment

$5,000

Commentaries Archive

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Better Future Trust Commentary 10/18

Better Future Trust Commentary 11/18

Better Future Trust Commentary 12/18

Better Future Trust Commentary 01/19

Better Future Trust Commentary 02/19

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Better Future Trust Commentary 05/20

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Better Future Trust Commentary 12/20

Better Future Trust Commentary 01/21

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Better Future Trust Commentary 05/21

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Better Future Trust Commentary 08/21

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Better Future Trust Commentary 11/21

Better Future Trust Commentary 12/21

Better Future Trust Commentary 01/22

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Better Future Trust Commentary 12/22

Better Future Trust Commentary 01/23

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Better Future Trust Commentary 10/23

Better Future Trust Commentary 11/23

Better Future Trust Commentary 12/23

Better Future Trust Commentary 01/24

Better Future Trust Commentary 02/24

Better Future Trust Commentary 03/24