Perpetual Ethical SRI Credit Fund

APIR: PER1744AU

Performance

1
Year

0.70

3
Year

5
Year

Since Inception

1.93

Running Yield

2.13

Yield To Maturity

Data Current To: 31/07/2020

Information

Issuer:
Sector:
Index:
Bloomberg AusBond Bank Bill Index
Inception Date: 01/06/2018
Strategy: The Perpetual Ethical SRI Credit Fund aims to provide regular income and consistent returns by investing in a diverse range of income generating, ethical and socially responsible assets. It provides investors with an active, diversified portfolio of high quality, floating rate, predominantly investment grade securities that have passed through a screening process based on ethical and socially responsible factors.

Details

Management Costs: 0.7% p.a.
Minimum Initial Amount: $25000
Income Distribution: Quarterly
Fund Size: $41m (AUD)
Number of Holdings: 68
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Luke Greensill
Luke is the Chief Technical Officer of Fixed Income News Australia. He is responsible for FINA's design and development, fund finder functionality, and is the producer of the Fixated podcast. Luke is Head of Marketing at communications, content and creative agency RGC Media & Mktng, MBA News Australia and Online MBA Australia.