Perennial Value Management

Manager Overview

Perennial Value is an Australian owned, specialist, active investment management firm located in Sydney and Melbourne. Formed in 2000 by John Murray through a joint venture between senior investment professionals and IOOF, Perennial manages approximately $5 billion (as at 31 April 2017) on behalf of institutional and retail clients via their suite of 7 trust products.

Manager's responsible investing approach

Perennial believes that environmental, social and governance issues can impact the performance of companies. Therefore, ESG & Sustainability performance can influence the returns generated by its investment portfolios. Therefore, Perennial is dedicated to integrating ESG & sustainability into its investment decisions and improving its own corporate ESG & Sustainability.

Perennial's approach is guided by its pillars of ESG integration, such as the application of the ESG&E Score which is a proprietary scoring system that allows to score a company's Environmental, Social and Governance as well as a score for the company engagement, and engagement with companies to discuss material ESG issues, risks and opportunities, application of negative screens to exclude investment in certain industries.

Perennial has been a signatory to the United Nations backed Principles for Responsible Investment since 2009 and is a supporter of the Task Force on Climate Related Financial Disclosures and encourages companies to report under the initiative.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Perennial Better Future Fund (Managed Fund) (ASX:IMPQ)Perennial Better Future Fund (Managed Fund) (ASX:IMPQ)	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Perennial Better Future TrustPerennial Better Future Trust	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort

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Funds

Perennial Better Future Trust

Strategy Summary

The Trust's investment return objective is to outperform the S&P/ASX Small Ordinaries Accumulation Index 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". The Trust invests in a range of Australian and New Zealand listed (and unlisted) companies and will hold in the range of 25 to 70 stocks. The Trust is authorised to invest up to 10% in cash. The Trust is authorised to utilise derivative instruments for risk management purposes, subject to the specific restriction that they cannot be used to gear portfolio exposure. Perennial takes labour standards, and environmental, social and ethical considerations into account when selecting, retaining or realising investments. As a signatory to the United Nations-backed Principles for Responsible Investment, Perennial has incorporated environmental, social and corporate governance principles into its investment processes.

Key Terms

Status:	Data Only	Inception Date:
Strategy:	Equity Long	Style:	Blend
Geography:	Australia/NZ	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$25000
Mgmt. Fee:	1.2%	Perf. Fee:	15%

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