Manager Overview

Perpetual is an ASX-listed, diversified financial services company which has been operating in Australia since 1886. Their three businesses include Perpetual Investments, Perpetual Private and Perpetual Corporate Trust. They manage money across a range of asset classes, including Australian and global equities, multi-sector strategies as well as credit and fixed income. Perpetual actively manage investments based on fundamental research and analysis of quality, value and risk. Their aim is to choose the best quality investments at prices that represent good value, based on their potential risk and return. Perpetual has a diverse team, with expertise spanning equities, credit, fixed income and multi-asset capabilities.

Manager's responsible investing approach

Perpetual Asset Management Australia is an Australian investment manager that is part of the Perpetual Group, which has been in operation for over 130 years. By applying its investment philosophy, Perpetual Investments has been able to help generations of Australians manage their wealth. Perpetual has a long-standing commitment to responsible investment, and in 2009 became a signatory to the United Nations-supported Principles for Responsible Investment (PRI). Perpetual's Responsible Investment Framework supports the incorporation of environmental, social and corporate governance (ESG) factors into Perpetual's investment analysis and decision making, across investment strategies that cover equities, credit and fixed income, and diversified strategies.