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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$2,000
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Expected Close Date
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Ongoing
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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What goes around, comes around
If you are looking for an ethical investment that uses one of the most rigorous screening processes in the industry, why not consider the Perpetual Ethical SRI Fund?
The Perpetual Ethical SRI Fund aims to provide investors with long-term capital growth and income by investing in quality shares and other securities from socially responsible companies.
A focus on quality, value and social responsibility
Regardless of the latest fad or fashion, Perpetual’s investment philosophy is to invest in quality companies at attractive prices. This includes finding companies that have sound management, conservative debt levels, quality of business and recurring earnings.
However, for inclusion in the Perpetual Ethical SRI Fund, a company must not only pass this quality test, but must also be subjected to a rigorous ethical and socially responsible investment (SRI) screening process.
How are ethical companies screened for exclusion or inclusion in the Fund?
As ethical and SRI research requires specialist skills and focus, Perpetual engages two leading research firms in this field – Sustainable Investment Research and Interactive Strategies. Their different yet complementary approaches ensure comprehensive coverage of the relevant issues. Perpetual combines these results with their own final assessment.
The steps in the process:
- Step 1: Ethical screen - This excludes companies that are significantly engaged in the production or distribution of products and services related to alcohol, gambling, tobacco, uranium, weapons and armaments.
- Step 2: Negative screen - This excludes companies that have poor ratings in relation to the environment, human rights, animal rights or genetically modified organisms.
- Step 3: Positive screen - The positive screen actively seeks out those companies that have a positive impact on society, the environment or other related areas.
- Step 4: Final reassessment - Perpetual undertakes a final reassessment of a company’s suitability for inclusion. This covers a variety of issues that go beyond the negative and positive screens such as corporate governance or a company’s future intentions for business and operations.
This screening process is rigorous and has no grey areas – a company is either excluded or included. The end result is a Fund holding a number of quality and socially responsible companies that provide the opportunity for long-term returns for investors with a medium-high risk profile.
A Certified Ethical Investment 
The Certification Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations. The Symbol also signifies that the Perpetual Ethical SRI Fund has adopted strict disclosure practices required under the Responsible Investment Certification Program for the category of Fund Manager. The Certification Symbol is a Registered Trade Mark of the Responsible Investment Association Australasia (RIAA). Detailed information about RIAA, the Symbol and the Perpetual Ethical SRI Fund’s methodology, performance and stock holdings can be found at www.responsibleinvestment.org, together with details about other responsible investment products certified by RIAA#.
Ethical investing doesn’t mean sacrificing returns
The Perpetual Ethical SRI Fund provides the opportunity for consistent outperformance over the long term. The table below shows that over the long term, investors do not need to sacrifice potential for returns by investing in socially responsible companies.
| Total returns as at 30 April 2011* |
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3 mth |
6 mth |
1 yr pa |
3 yr pa |
5 yr pa |
| Perpetual WealthFocus Investments Ethical SRI Fund |
4.47% |
7.61% |
2.55% |
6.03% |
5.3% |
| Perpetual WealthFocus Investment Advantage Ethical SRI Fund |
4.51% |
7.63% |
3.38% |
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Past performance is not a reliable indicator of future performance
Why consider the Perpetual Ethical SRI Fund?
- Assurance that the Fund has one of the most rigorous ethical screening processes in the industry.
- The Fund is conservatively managed using Perpetual’s proven investment approach and prudent but opportunistic stock selection.
- A track record of consistent long-term outperformance compared to its benchmark.
- The Fund is managed by the AFR Smart Investor Blue Ribbon Awards 2009 Fund Manager of the Year.
Who is the Fund suitable for?
The Fund may be suitable to investors who:
- are seeking an ethical investment that matches their personal values
- are looking for exposure to quality Australian shares from socially responsible companies
- are seeking long-term capital growth and income returns
- have a medium to long-term time horizon and are willing to accept a medium to high level of risk.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the Perpetual Ethical SRI Fund as addtional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |  WealthFocus Investment Advantage Perpetual Ethical SRI Fund - Morningstar Profile | | WealthFocus Investment Perpetual Ethical SRI Fund - Morningstar Profile |
#The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. RIAA is not a financial services business and does not hold an Australian Financial Services License.
* Total returns shown are for the Perpetual Ethical SRI Fund within WealthFocus Investments and WealthFocus Investment Advantage, and have been calculated using exit prices after ongoing fees and assume reinvestment of distributions. No allowance has been made for taxation. Past performance is not indicative of future performance.
Units in the Perpetual Ethical SRI Fund are issued by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 and Perpetual Superannuation Limited ABN 84 008 416 831, AFSL 225246, RSE L0003315. This information has been prepared without taking into account your objectives, financial situation or needs. The product disclosure statement (PDS) should be considered before making an application for units in the Fund. A PDS can be obtained by downloading from one of the links above or by phoning 2020 DIRECTINVEST on 1800 352 021. 2020 DIRECTINVEST, a distributor of the PDS, does not guarantee the performance of, or capital invested in the Fund.
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