Highlights

  • Perpetual ESG Australian Share Active ETF (ASX:GIVE) provides actively managed exposure to Australian companies selected through ESG and ethical screens.
  • The ETF combines responsible Investment principles with a focus on Capital growth and Dividend income.
  • The ETF recorded a one-year decline of 6.88%, reflecting recent challenges across its portfolio.
  • At the time of writing on 27 August 2026, the ETF’s indicated Dividend Yield was 6.29%.

Responsible investing continues to gain attention among investors seeking portfolios that align with environmental, social and governance considerations while maintaining exposure to Equity markets. Perpetual ESG Australian Share Active ETF (ASX:GIVE) provides access to Australian companies through an actively managed strategy that combines ethical screening with fundamental stock selection. While the approach offers values-aligned investing, investors should consider how exclusions and portfolio construction can influence performance compared with broader market benchmarks.

ETF Overview

GIVE is an actively managed ETF investing in Australian shares selected through Perpetual’s ESG and ethical investment framework.

The fund applies screening criteria to exclude companies involved in activities that do not align with its responsible investment principles. Within the eligible investment universe, the manager applies fundamental research to identify businesses with quality characteristics and potential for long-term returns.

The ETF aims to provide a combination of capital growth and income while maintaining its ethical investment approach. Distributions are paid semi-annually and may include franking credits where available.

Through its active management structure, GIVE provides an alternative to traditional Australian equity funds by incorporating sustainability considerations into portfolio construction.

Market Focus

GIVE remains relevant as investors increasingly seek investment strategies that combine financial objectives with responsible investment principles.

The ETF provides exposure to Australian equities while applying ESG considerations that can alter sector allocation compared with the broader market. For example, exclusions may reduce exposure to certain industries that have historically played a significant role in Australian equity returns.

This difference in portfolio composition can create periods where ethical strategies outperform or underperform traditional benchmarks, depending on market leadership.

The fund may appeal to investors who prioritise responsible investing while maintaining exposure to dividend-paying Australian companies.

Performance and Income

At the time of writing on 27 August 2026, Perpetual ESG Australian Share Active ETF (ASX:GIVE) had recorded a one-year decline of 6.88%.

At the time of writing on 27 August 2026, the ETF’s indicated dividend yield was 6.29%.

The ETF’s income profile is supported by dividends from underlying Australian companies, including potential franking credits where available. However, distribution levels depend on company earnings, dividend policies and portfolio decisions.

The indicated yield represents current distribution expectations and should not be viewed as a guaranteed future income level. Investors should consider total returns alongside income when assessing the ETF’s performance.

Growth Drivers

Future performance of GIVE will depend on Australian corporate earnings, dividend sustainability and the performance of companies that meet its ESG criteria.

Active stock selection remains an important driver, as the manager seeks to identify businesses with attractive fundamentals within the screened investment universe.

Broader factors such as interest rates, domestic economic conditions and sector performance will also influence returns. Continued interest in responsible investing could support Demand for ESG-focused investment products over the longer term.

Key Risks

GIVE carries Australian equity market risk, meaning changes in company earnings, valuations and investor sentiment can affect returns.

The ESG screening process may limit exposure to certain sectors, which can result in performance differences compared with broader market indices. During periods when excluded industries perform strongly, the ETF may lag traditional benchmarks.

Active management also introduces the risk that investment decisions may not outperform the market. Dividend payments can change depending on company performance, and distributions should not be considered guaranteed future income.

Final Takeaway

Perpetual ESG Australian Share Active ETF (ASX:GIVE) provides investors with actively managed exposure to Australian equities while incorporating ESG and ethical investment considerations. The ETF offers a values-aligned approach to domestic shares with an income component, although investors should consider the impact of sector exclusions, active management and changing market conditions when assessing its role within a portfolio.