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GIVEPerpetual · Equity - Australia Strategy · Equity · Australia · Active · ESG

Perpetual ESG Australian Share Active ETF

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Fee p.a.

0.65%

ASX report

Fund size

A$13m

12m flow A$0.2m

Yield

5.4%

2 payments / yr

Volatility 3y

12.3%

annualised

Max DD 3y

−13.7%

all-time −17.0%

Listed

2021

29 Nov 2021 · spread 0.46%

Growth of $10,000

Since listing, distributions reinvested

MAX 5Y 1Y

$9k$10k$11k$12k$13k$14k$15k202120222023202420252026

$10,000 at listing → $13,923 at 4 Sept 2026. Monthly points, distributions reinvested, before franking.

Performance

Period

Total

ASX

1 month

1.0%

1.9%

3 months

13.6%

—

6 months

10.4%

—

Year to date

5.7%

—

1 year

0.7%

0.8%

3 years p.a.

8.5%

9.0%

5 years p.a.

—

10 years p.a.

—

Since listing p.a.

7.5%

—

Total return to 4 Sept 2026, distributions reinvested, before franking. ASX figures are to 31 July 2026 and gross of franking, so they run higher for franked Australian funds.

Sharpe 3y 0.37Vol 1y 11.4%Vol 5y 13.9%Max DD 1y −13.2%Max DD 5y −17.0%Best year 13.2%75% positive years

Calendar-year returns

2022

−4.0%

2023

12.3%

2024

13.2%

2025

6.3%

2026

5.7%

Where the money is

The issuer does not publish machine-readable holdings for this fund, so exposures and holdings overlap are not available. Return correlations still are.