GIVE_MoneyManagement

Dear Subscriber,

Explore Perpetual Asset Management Australia's special edition eBook, providing an exclusive perspective on Responsible Investing.

Following the increasing number of environmental, social and governance (‘ESG’) related scandals hitting share prices and company reputations, investors are increasingly seeking to invest their savings in companies with a demonstrated commitment to corporate responsibility.

Despite rising popularity in responsible investments, there is the long-held belief that strong financial returns are sacrificed for returns to society; that the two are mutually exclusive. Put simply, we consider this is incorrect and this eBook seeks to dispel this, and other misconceptions.

Exclusive insights include:

How we define responsible investing and its objectives.

The opportunities and challenges of integrating ESG into your investments.

Perpetual’s responsible investment framework and how you can access our best ideas.

Trading as GIVE on the ASX, this exchange traded managed fund provides an easy way to invest in a diversified portfolio of companies that seeks to align with investors’ own social, environmental and ethical preferences. Through the ongoing pursuit of unique insights, which we call Perpetuality, this actively managed fund aims to deliver long-term capital growth and income through predominately high quality shares of Australian ethical and socially responsible companies.

A Fund for ethical investors.

Designed to meet needs of ethical investors who want to invest in companies that satisfy a range of social, environmental and ethical considerations.

Proven process.

An ethical and socially responsible investment screening process seeks to identify quality companies that have satisfied our range of ethical and socially responsible investment criteria.

Benefit from Perpetual’s investment experience.

Exposure to an actively managed, diversified portfolio - based on Perpetual’s proven investment philosophy and approach.

Flexibility to seek broader opportunities.

The Fund can invest in a broad range of companies, including companies not held in the S&P/ASX300 Index. The ability to invest in smaller companies provides the Fund with another potential source of return.

The Perpetual Australian Equities difference

When you choose Perpetual, you are buying into one of Australia’s most respected and longstanding active investment managers, with a proven investment process that has been refined through more than 50 years of experience. Our aim is to always produce the best possible return for investors without taking on undue risk.

This email was prepared by Perpetual Investment Management Limited ABN 18 000 866 535, AFSL 234426 (PIML), as the issuer of units in the Perpetual Ethical SRI Fund (Managed Fund) (ETMF). It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances.

The information is believed to be accurate at the time of compilation and is provided in good faith. The email may contain information contributed by third parties. PIML does not warranty the accuracy or completeness of any information contributed by a third party. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information.

The PDS for the ETMF, issued by PIML, and any ASX announcements for the ETMF, should be considered before deciding whether to acquire or hold units in the ETMF. The ETMF’s PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au. To view the Perpetual Group’s Financial Services Guide, please click here.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of, or any return on an investment made in the ETMF or the return of an investor’s capital. Past performance is not an indication of future performance.