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Perpetual Esg Australia Share Fund (LP63512112)

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2.179 -0.020    -1.12%
20/12 - Closed. Currency in AUD
  • Morningstar Rating:
  • Total Assets: 636.58M
Type:  Fund
Market:  Australia
Issuer:  Perpetual Investment Management Ltd
ISIN:  AU60PER01165 
Asset Class:  Equity
Perpetual Wholesale Ethical SRI Fund 2.179 -0.020 -1.12%

LP63512112 Overview

 
On this page you'll find an in-depth profile of Perpetual Esg Australia Share Fund. Learn about the key management, total assets, investment strategy and contact information of LP63512112 among other information.
Category

Equity Australia Mid/Small Value

Total Assets

636.58M

Expenses

Inception Date

May 03, 2002

Investment Strategy

The fund aims to: - provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetual’s ESG and values-based criteria -outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

Contact Information

Address 123 Pitt Street
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."
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.
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