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⚠ Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
2.179
-0.020
-1.12%
20/12 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 636.58M
Perpetual Wholesale Ethical SRI Fund
2.179
-0.020
-1.12%
- Overview
- Profile
- Historical Data
- Holdings
Perpetual Esg Australia Share Fund 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.
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
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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