GIVE
Actively managedAustralian SharesPerpetual ESG Australian Share Active ETF
About this ETF
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.
IssuerPerpetual
Management fee (MER)0.65% p.a.
Inception date29 Nov 2021
BenchmarkS&P/ASX 300 TR
Scout Score
58/100
Ranked #9 of 23 in active Australian SharesAn independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.
Cost77
Diversification—
Liquidity46
Fund Strength37
Performance—
Income50
Strengths
- Low fee — 0.65% p.a., cheaper than 77% of active Australian Shares funds.
Weaknesses
No notable weaknesses found relative to category peers.