How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Responsible classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
High scoring ESG companies
Included
Armaments
Fully avoided
Tobacco
Mostly avoided
Animal cruelty
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Alcohol
Partially avoided
Environment
High scoring ESG companies
Included
Armaments
Fully avoided
Tobacco
Mostly avoided
Animal cruelty
Partially avoided
Fossil fuels
Partially avoided
Gambling
Partially avoided
Genetic engineering
Partially avoided
Nuclear power
Partially avoided
Pornography
Partially avoided
Alcohol
Partially avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
The Perpetual ESG Credit Income Fund aims to provide investors regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets that meet Perpetual's ESG and values-based criteria.
The Fund's investment process takes an active and risk aware approach by investing in a diversified core portfolio of liquid investment grade credit securities that meet Perpetual's ESG and values-based criteria.
Description
The Perpetual ESG Credit Income Fund is an actively managed fund that aims to provide regular income and consistent returns above the Bloomberg AusBond Bank Bill Index (before fees and taxes) over rolling three-year periods by investing in a diverse range of income generating assets that meet Perpetual’s ESG and values-based criteria.
Perpetual employs a rigorous investment process in managing our suite of Credit and Fixed Income strategies. The Perpetual ESG Credit Income Fund employs this same disciplined process, but with additional screening based on Perpetual’s environmental, social and governance (ESG) and values-based criteria, to give investors an opportunity to align their investments with their personal values and ESG preference.
The Perpetual ESG Credit Income Fund has three screening stages, with which we assess issuers, including:
·   an exclusion for involvement in certain industries based on values-based criteria,       Â
·        a performance screen based on an evaluation of an issuers’ overall performance on ESG criteria, and
-  Where applicable, a separate screening process for non-corporate  (sovereign) issuers.Â
We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.
Themes & Issues
1
themes included
1
issues fully avoided
1
issues mostly avoided
7
issues partially avoided
Product Targets
Wholesale
Retail
Certified Since
2018
Last date certified
March 22, 2023
Primary RI Strategy
Negative Screening, ESG Integration
Secondary RI Strategy
Other (please detail)