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Wfia Perpetual Esg Australia Share (LP65146500)
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23/12 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 69.23M
Type:
Fund
Market:
Australia
Issuer:
Perpetual Investment Management Ltd
ISIN:
AU60PER04912
Asset Class:
Equity
Perpetual WFIA-Perpetual Ethical SRI
1.799
+0.020
+1.26%
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LP65146500 Overview
On this page you'll find an in-depth profile of Wfia Perpetual Esg Australia Share. Learn about the key management, total assets, investment strategy and contact information of LP65146500 among other information.
Investment Strategy
Perpetual researches companies of all sizes using consistent share selection criteria. Perpetual’s priority is to select those companies that represent the best investment quality and are appropriately priced. In determining investment quality, investments are carefully selected on the basis of four key investment criteria: conservative debt levels, sound management, quality business and in the case of industrial shares, recurring earnings.
Contact Information
Address
123 Pitt Street
Sydney,NSW 2000
Australia
Sydney,NSW 2000
Australia
Phone
+61 02 9229 9000
Fax
+61 02 8256 1473
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nathan Hughes | - | 2019 | Now |
| Biography | "Nathan is the Portfolio Manager for the Perpetual ESG Australian Share Fund and Income Share Fund, and an analyst. Nathan joined Perpetual in September 2010 as a Research Analyst, before spending almost two years on the dealing desk at Perpetual working on all Australian Equity strategies as an Equities Dealer. Nathan was then appointed to the role of Equities Analyst covering small cap stocks in 2013. He was promoted to Deputy Portfolio Manager in May 2016, and took on responsibility for managing 50% of the Smaller Companies strategy in 2017. Prior to joining Perpetual, Nathan spent 6 years in a Chartered Accountancy firm where he was responsible for the affairs of a diverse range of clients, including regular taxation compliance, financial reporting, Self-Managed Superannuation Fund audits and business advisory services. Nathan holds a Bachelor of Commerce from the University of Wollongong and holds a Chartered Financial Analyst (CFA) designation." | ||
| Maryanne Drewe | - | 2016 | 2019 |
| Biography | Maryanne is Deputy Portfolio Manager for Ethical Shares. Maryanne joined Perpetual Investments in February 2003 as an Analyst covering mainly large and small cap companies in the industrials, consumer staples, and consumer discretionary sectors. Maryanne brought a wealth of experience from almost 20 years in a variety of corporate roles. This background has provided Maryanne with unique insight when analysing companies in her current role. Maryanne’s corporate experience in mainly small to medium businesses included positions such as Chief Executive Officer and Chief Financial Officer, involving functions across auditing, accounting, strategy, management and general consulting. Among the companies that she worked at were Daniel Chen Group, Young Barnsdall & Joye which spanned retail fashion, manufacturing and accounting services industries. Maryanne has a Bachelor of Business from the University of Technology, Sydney. | ||
| Jack Collopy | Investment Administrator | 2016 | 2019 |
| Biography | Jack is the Portfolio Manager for the Perpetual Pure Microcap and Smaller Companies Funds and an Analyst. Jack joined Perpetual in November 2001 as an Investment Administrator and Equity Dealer. After four years he moved into an Analyst role, focusing on small cap industrial companies. Jack took on portfolio management responsibilities in June 2010. Prior to joining Perpetual, Jack gained two years industry experience working in London as an Equities Dealer and Investment Administrator at both Salomon Smith Barney and Goldman Sachs Asset Management. Jack has a Bachelor of Economics from the University of Sydney. | ||
| Nathan Parkin | Analyst | 2011 | 2016 |
| Biography | Nathan Parkin is the Investment Director and Co-Founder of Ethical Partners. He has 28 years’ experience in Australian financial markets including most recently prior to Ethical Partners as Deputy Head of Equities at Perpetual Investments. He was at Perpetual for 12 years (over two periods) and as Deputy Head of Equities he directly managed over $6.5bn in funds under management. Nathan was the Portfolio Manager for Perpetual’s Australian Share Fund, Industrial Share Fund, Ethical SRI Fund (that won a number of industry awards) and Institutional mandates. He has also had experience as an equity analyst, equities dealer and Head of Institutional Business. His not for profit work includes significant fund raising and school Board membership. | ||
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