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 now manages a range of funds across multiple strategies and asset classes under the Perennial brand, along with funds from Daintree Capital, Fairlight Asset Management and Ziller Funds Management.
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.
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% |