Proxy Voting Summary 2019-20 MLC Superannuation

Total Page:16

File Type:pdf, Size:1020Kb

Proxy Voting Summary 2019-20 MLC Superannuation MLC Superannuation Fund Voting Summary for the Period 1 July 2019 - 30 June 2020 RESOLUTIONS Quarters FOR AGAINST ABSTAINED First Quarter - July to September 207 13 0 Second Quarter - October to December 2120 81 25 Third Quarter - January to March 208 9 1 Fourth Quarter - April to June 521 20 19 * During the financial year ending 30 June 2020 the MLC Superannuation Fund did not exercise its voting rights in relation to shares it owns in listed companies. This had no material impacts to the final decision of the resolution. MLC Superannuation Fund Voting History for the Period 1 July 2019 - 30 June 2020 First Quarter - July to September RESOLUTIONS Company Name FOR AGAINST ABSTAINED Alliance Mineral Assets Limited 13 0 0 Todd River Resources Limited 4 0 0 Poseidon Nickel Limited 3 0 0 Livetiles Limited 5 0 0 Ruralco Holdings Limited 1 0 0 Ausnet Services Limited 9 1 0 Donaco International Limited 2 0 0 Artemis Resources Limited 15 0 0 Macquarie Group Limited 9 0 0 Charter Hall Long Wale Reit Fully Paid Units Stapled Securities 1 0 0 Australian Agricultural Company Limited. 5 1 0 Als Limited 5 0 0 Duluxgroup Limited 1 0 0 Wattle Health Australia Limited 1 0 0 Syrah Resources Limited 1 0 0 Yowie Group Ltd 0 3 0 Countplus Limited 1 0 0 Whitefield Limited 2 0 0 James Hardie Industries Plc 13 0 0 Ofx Group Limited 4 0 0 Xero Limited 5 0 0 Hot Chili Limited 2 0 0 Strike Energy Limited 6 0 0 Seafarms Group Limited 6 0 0 Volpara Health Technologies Limited 7 0 0 Thorn Group Limited 6 0 0 Millennium Minerals Limited 2 0 0 Fisher & Paykel Healthcare Corporation Limited 7 0 0 Metcash Limited 5 0 0 Onemarket Limited 3 0 0 Neptune Marine Services Limited 2 0 0 Collins Foods Limited 4 1 0 Kidman Resources Limited 1 0 0 Ruralco Holdings Limited 1 0 0 Silver Chef Limited 1 0 0 Troy Resources Limited 1 1 0 Alchemia Limited 22 0 0 Agl Energy Limited. 6 3 0 Asx Limited 6 0 0 Blackham Resources Limited 7 0 0 Next Science Limited 2 0 0 Suncorp Group Limited 10 3 0 Second Quarter - October to Decemeber RESOLUTIONS Company Name FOR AGAINST ABSTAINED Ausdrill Limited 10 0 0 Mff Capital Investments Limited 4 0 0 Baby Bunting Group Limited 3 0 0 Djerriwarrh Investments Limited 3 0 0 Amcil Limited 4 0 0 Brambles Limited 10 0 0 *Cardno Limited --- Mirrabooka Investments Limited 2 0 0 Milton Corporation Limited 2 0 0 Transurban Group Fully Paid Ordinary/Units Stapled Securities 6 0 0 Villa World Limited. 1 0 0 Avenira Limited 2 0 0 Gbst Holdings Limited 1 0 0 Melbana Energy Limited 1 0 0 Carlton Investments Limited 2 0 0 Charter Hall Long Wale Reit Fully Paid Units Stapled Securities 2 0 0 Orora Limited 8 0 0 Telstra Corporation Limited. 7 2 0 Australian United Investment Company Limited 3 0 0 Commonwealth Bank Of Australia. 8 0 0 Csl Limited 7 0 0 Diversified United Investment Limited 4 0 0 Genesis Energy Limited 5 0 0 Mortgage Choice Limited 4 0 0 Origin Energy Limited 8 6 0 Pilbara Minerals Limited 5 0 0 The Reject Shop Limited 4 0 0 Treasury Wine Estates Limited 9 0 0 Arb Corporation Limited. 5 0 0 Arafura Resources Limited 3 0 0 Aurizon Holdings Limited 6 0 0 Fiducian Group Limited 2 0 0 Meridian Energy Limited 5 0 0 Mystate Limited 8 0 0 Perpetual Equity Investment Company Limited 2 0 0 Perpetual Limited 3 0 0 Steadfast Group Limited 7 0 0 Sg Fleet Group Limited 6 0 0 Sky Network Television Limited. 8 0 0 Whitehaven Coal Limited 6 0 0 Event Hospitality And Entertainment Ltd 4 0 0 Kathmandu Holdings Limited 2 0 0 Pioneer Credit Limited 3 0 0 Skycity Entertainment Group Limited 2 0 0 Argo Investments Limited 3 0 0 Cogstate Ltd 6 0 0 Class Limited 3 0 0 Neptune Marine Services Limited 2 0 0 Qv Equities Limited 6 0 0 Stockland Fully Paid Ordinary/Units Stapled Securities 4 0 0 Sealink Travel Group Limited 5 0 0 Worleyparsons Limited 11 0 0 Cochlear Limited 8 0 0 Finbar Group Limited 3 0 0 Idp Education Limited 4 0 0 Mcmillan Shakespeare Limited 5 0 0 Mnf Group Limited 3 0 0 Super Retail Group Limited 5 0 0 Templeton Global Growth Fund Limited 4 0 0 Apn Industria Reit Fully Paid Ordinary/Units Stapled Securities 9 0 0 Auckland International Airport Limited 5 0 0 Elanor Investors Group Fully Paid Ordinary/Units Stapled Securities 8 0 0 Generation Development Group Limited 3 0 0 Pengana Capital Group Limited 2 0 0 Rxp Services Limited 3 0 0 St Barbara Limited 5 0 0 Service Stream Limited 6 0 0 Audinate Group Limited 8 0 0 Apa Group Fully Paid Units Stapled Securities 4 1 0 Amaysim Australia Limited 2 1 0 Crown Resorts Limited 4 1 0 Enero Group Limited 4 0 0 G.U.D. Holdings Limited 5 0 0 Iselect Limited. 6 0 0 Jb Hi-Fi Limited 5 0 0 Jumbo Interactive Limited 8 0 0 Magellan Financial Group Limited 6 0 0 Metals X Limited 6 0 0 Pointsbet Holdings Limited 4 0 0 South32 Limited 5 0 0 The Star Entertainment Group Limited 4 0 0 Shine Corporate Ltd 6 0 0 Southern Cross Media Group Limited 4 0 0 Tabcorp Holdings Limited 5 1 0 Vita Group Limited 5 0 0 Adairs Limited 7 0 0 Carsales.Com Limited. 5 1 0 Cleanaway Waste Management Limited 6 1 0 Coventry Group Limited 3 0 0 Eqt Holdings Limited 5 0 0 Gale Pacific Limited 4 0 0 Gwa Group Limited. 7 0 0 Insurance Australia Group Limited 6 3 0 Japara Healthcare Limited 6 0 0 Korvest Ltd 5 0 0 Maxitrans Industries Limited 4 0 0 Qantas Airways Limited 7 2 0 Wellard Limited 1 0 0 Bki Investment Company Limited 2 0 0 Domino'S Pizza Enterprises Limited 3 1 0 Alexium International Group Limited 7 0 0 Bendigo And Adelaide Bank Limited 9 0 0 Bega Cheese Limited 2 0 0 Fortescue Metals Group Ltd 5 0 0 Ale Property Group Fully Paid Ordinary/Units Stapled Securities 5 0 0 Lovisa Holdings Limited 4 2 0 Midway Limited 7 0 0 Nick Scali Limited 2 0 0 Southern Cross Electrical Engineering Ltd 4 0 0 Tassal Group Limited 5 0 0 Boart Longyear Limited 1 0 0 Codan Limited 4 0 0 Charter Hall Retail Reit 1 0 0 Dexus Fully Paid Units Stapled Securities 8 0 0 Medical Developments International Limited 3 0 0 Myer Holdings Limited 5 0 0 Nib Holdings Limited 4 0 0 Nextdc Limited 5 0 0 Regis Healthcare Limited 5 0 0 Reece Limited 5 0 0 Superloop Limited 6 0 0 Wagners Holding Company Limited 2 0 0 Zip Co Limited. 3 0 0 Bellamy'S Australia Limited 4 0 0 Blackmores Limited 7 0 0 Challenger Limited 5 0 0 The Citadel Group Limited 3 0 0 Clean Teq Holdings Limited 7 2 0 Chorus Limited 5 0 0 Eureka Group Holdings Limited 3 0 0 Infomedia Ltd 5 0 0 Magnis Energy Technologies Ltd 12 0 0 Moelis Australia Limited 1 0 0 New Century Resources Limited 6 1 0 Pengana International Equities Limited 4 0 0 Pinnacle Investment Management Group Limited 9 0 0 Pwr Holdings Limited 2 0 0 Reliance Worldwide Corporation Limited 2 0 0 360 Capital Group Fully Paid Ordinary/Units Stapled Securities 4 0 0 Austal Limited 7 1 0 Bapcor Limited 9 0 0 Collection House Limited 4 0 0 Garda Diversified Property Fund Ordinary Units Fully Paid 2 0 0 Immutep Limited 8 0 0 National Veterinary Care Ltd 4 0 0 Village Roadshow Limited 8 1 0 Credit Corp Group Limited 4 0 0 Amcor Plc 13 0 0 Aveo Group Fully Paid Ordinary/Units Stapled Securities 3 0 0 Antipodes Global Investment Company Ltd 3 0 0 Boral Limited. 5 0 0 Corporate Travel Management Limited 8 0 0 Cedar Woods Properties Limited 4 0 0 Decmil Group Limited 4 0 0 Estia Health Limited 5 0 0 Platinum Asia Investments Limited 2 0 0 Psc Insurance Group Limited 9 0 0 Red River Resources Limited 7 0 0 Virgin Australia Holdings Limited 8 0 0 Yowie Group Ltd 4 1 0 Australian Unity Office Fund Ordinary Units Fully Paid 2 0 0 Bhp Group Limited 20 0 0 Cooper Energy Limited 6 0 0 Central Petroleum Limited 10 1 0 Downer Edi Limited 7 0 0 Flight Centre Travel Group Limited 2 0 0 Mincor Resources Nl 9 0 0 Medusa Mining Limited 2 1 0 Paradigm Biopharmaceuticals Limited.. 8 0 0 Sunland Group Limited 3 0 0 Spark New Zealand Limited 5 0 0 Erm Power Limited 7 0 0 Hills Limited 4 0 0 Ioneer Ltd 9 0 0 Wpp Aunz Ltd 1 0 0 Domain Holdings Australia Limited. 4 0 0 Hub24 Limited 6 0 0 Aub Group Limited 6 0 0 Blue Energy Limited. 4 0 0 Hot Chili Limited 10 0 0 Ingenia Communities Group Fully Paid Ordinary/Units Stapled Securities 9 0 0 Impedimed Limited 15 1 0 Macmahon Holdings Limited 4 0 0 Newcrest Mining Limited 7 0 0 Nine Entertainment Co. Holdings Limited 7 0 0 Netwealth Group Limited 4 0 0 S2 Resources Ltd 10 0 0 Ardent Leisure Group Limited 2 1 0 Afterpay Touch Group Limited 8 0 0 Blue Sky Alternatives Access Fund Limited 4 1 0 Bingo Industries Limited 6 0 0 Breville Group Limited 3 0 0 Charter Hall Group 7 0 0 Centuria Industrial Reit Ordinary Units Fully Paid 2 0 0 Centuria Metropolitan Reit Ordinary Units Fully Paid 3 0 0 Coles Group Limited.
Recommended publications
  • Westpac Online Investment Loan Acceptable Securities List - Effective 3 September2021
    Westpac Online Investment Loan Acceptable Securities List - Effective 3 September2021 ASX listed securities ASX Code Security Name LVR ASX Code Security Name LVR A2M The a2 Milk Company Limited 50% CIN Carlton Investments Limited 60% ABC Adelaide Brighton Limited 60% CIP Centuria Industrial REIT 50% ABP Abacus Property Group 60% CKF Collins Foods Limited 50% ADI APN Industria REIT 40% CL1 Class Limited 45% AEF Australian Ethical Investment Limited 40% CLW Charter Hall Long Wale Reit 60% AFG Australian Finance Group Limited 40% CMW Cromwell Group 60% AFI Australian Foundation Investment Co. Ltd 75% CNI Centuria Capital Group 50% AGG AngloGold Ashanti Limited 50% CNU Chorus Limited 60% AGL AGL Energy Limited 75% COF Centuria Office REIT 50% AIA Auckland International Airport Limited 60% COH Cochlear Limited 65% ALD Ampol Limited 70% COL Coles Group Limited 75% ALI Argo Global Listed Infrastructure Limited 60% CPU Computershare Limited 70% ALL Aristocrat Leisure Limited 60% CQE Charter Hall Education Trust 50% ALQ Als Limited 65% CQR Charter Hall Retail Reit 60% ALU Altium Limited 50% CSL CSL Limited 75% ALX Atlas Arteria 60% CSR CSR Limited 60% AMC Amcor Limited 75% CTD Corporate Travel Management Limited ** 40% AMH Amcil Limited 50% CUV Clinuvel Pharmaceuticals Limited 40% AMI Aurelia Metals Limited 35% CWN Crown Limited 60% AMP AMP Limited 60% CWNHB Crown Resorts Ltd Subordinated Notes II 60% AMPPA AMP Limited Cap Note Deferred Settlement 60% CWP Cedar Woods Properties Limited 45% AMPPB AMP Limited Capital Notes 2 60% CWY Cleanaway Waste
    [Show full text]
  • Covered Bond Prospectus December 2018
    Bank of Queensland Limited (ABN 32 009 656 740) (incorporated with limited liability in the Commonwealth of Australia) AUD3,250,000,000 BOQ Covered Bond Programme unconditionally and irrevocably guaranteed as to payments of interest and principal by Perpetual Corporate Trust Limited (ABN 99 000 341 533) (incorporated with limited liability in the Commonwealth of Australia) as trustee of the BOQ Covered Bond Trust and Covered Bond Guarantor Under the AUD3,250,000,000 BOQ Covered Bond Programme (the Programme) established by Bank of Queensland Limited (BOQ and the Issuer) on the Programme Date, the Issuer may from time to time issue bonds (the Covered Bonds) denominated in any currency agreed between the Issuer and the relevant Dealer(s) (as defined below). The price and amount of the Covered Bonds to be issued under the Programme will be determined by the Issuer and the relevant Dealer at the time of issue in accordance with prevailing market conditions. Any Covered Bonds issued under the Programme on or after the date of this Prospectus are issued subject to the provisions described herein and in any supplement thereto. Perpetual Corporate Trust Limited in its capacity as trustee of the BOQ Covered Bond Trust (the Covered Bond Guarantor) has guaranteed payments of interest and principal under the Covered Bonds pursuant to a guarantee which is secured over the Mortgage Loan Rights (as defined in this Prospectus) and its other assets. Recourse against the Covered Bond Guarantor under its guarantee, except in limited circumstances, is limited to the extent of the Covered Bond Guarantor's right of indemnity from the Assets of the BOQ Covered Bond Trust (the Trust).
    [Show full text]
  • ESG Reporting by the ASX200
    Australian Council of Superannuation Investors ESG Reporting by the ASX200 August 2019 ABOUT ACSI Established in 2001, the Australian Council of Superannuation Investors (ACSI) provides a strong, collective voice on environmental, social and governance (ESG) issues on behalf of our members. Our members include 38 Australian and international We undertake a year-round program of research, asset owners and institutional investors. Collectively, they engagement, advocacy and voting advice. These activities manage over $2.2 trillion in assets and own on average 10 provide a solid basis for our members to exercise their per cent of every ASX200 company. ownership rights. Our members believe that ESG risks and opportunities have We also offer additional consulting services a material impact on investment outcomes. As fiduciary including: ESG and related policy development; analysis investors, they have a responsibility to act to enhance the of service providers, fund managers and ESG data; and long-term value of the savings entrusted to them. disclosure advice. Through ACSI, our members collaborate to achieve genuine, measurable and permanent improvements in the ESG practices and performance of the companies they invest in. 6 INTERNATIONAL MEMBERS 32 AUSTRALIAN MEMBERS MANAGING $2.2 TRILLION IN ASSETS 2 ESG REPORTING BY THE ASX200: AUGUST 2019 FOREWORD We are currently operating in a low-trust environment Yet, safety data is material to our members. In 2018, 22 – for organisations generally but especially businesses. people from 13 ASX200 companies died in their workplaces. Transparency and accountability are crucial to rebuilding A majority of these involved contractors, suggesting that this trust deficit. workplace health and safety standards are not uniformly applied.
    [Show full text]
  • Fund Holdings
    Wilmington International Fund as of 7/31/2021 (Portfolio composition is subject to change) ISSUER NAME % OF ASSETS ISHARES MSCI CANADA ETF 3.48% TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 2.61% DREYFUS GOVT CASH MGMT-I 1.83% SAMSUNG ELECTRONICS CO LTD 1.79% SPDR S&P GLOBAL NATURAL RESOURCES ETF 1.67% MSCI INDIA FUTURE SEP21 1.58% TENCENT HOLDINGS LTD 1.39% ASML HOLDING NV 1.29% DSV PANALPINA A/S 0.99% HDFC BANK LTD 0.86% AIA GROUP LTD 0.86% ALIBABA GROUP HOLDING LTD 0.82% TECHTRONIC INDUSTRIES CO LTD 0.79% JAMES HARDIE INDUSTRIES PLC 0.78% DREYFUS GOVT CASH MGMT-I 0.75% INFINEON TECHNOLOGIES AG 0.74% SIKA AG 0.72% NOVO NORDISK A/S 0.71% BHP GROUP LTD 0.69% PARTNERS GROUP HOLDING AG 0.65% NAVER CORP 0.61% HUTCHMED CHINA LTD 0.59% LVMH MOET HENNESSY LOUIS VUITTON SE 0.59% TOYOTA MOTOR CORP 0.59% HEXAGON AB 0.57% SAP SE 0.57% SK MATERIALS CO LTD 0.55% MEDIATEK INC 0.55% ADIDAS AG 0.54% ZALANDO SE 0.54% RIO TINTO LTD 0.52% MERIDA INDUSTRY CO LTD 0.52% HITACHI LTD 0.51% CSL LTD 0.51% SONY GROUP CORP 0.50% ATLAS COPCO AB 0.49% DASSAULT SYSTEMES SE 0.49% OVERSEA-CHINESE BANKING CORP LTD 0.49% KINGSPAN GROUP PLC 0.48% L'OREAL SA 0.48% ASSA ABLOY AB 0.46% JD.COM INC 0.46% RESMED INC 0.44% COLOPLAST A/S 0.44% CRODA INTERNATIONAL PLC 0.41% AUSTRALIA & NEW ZEALAND BANKING GROUP LTD 0.41% STRAUMANN HOLDING AG 0.41% AMBU A/S 0.40% LG CHEM LTD 0.40% LVMH MOET HENNESSY LOUIS VUITTON SE 0.39% SOFTBANK GROUP CORP 0.39% NOVARTIS AG 0.38% HONDA MOTOR CO LTD 0.37% TOMRA SYSTEMS ASA 0.37% IMCD NV 0.37% HONG KONG EXCHANGES & CLEARING LTD 0.36% AGC INC 0.36% ADYEN
    [Show full text]
  • Australian Listed Equities: Weekly Share Market Wrap
    Australian Listed Equities: Weekly Share Market Wrap Total Shareholder Returns as at 04 December 2020 Price 1 week 1 month 6 months 1 year 2 years 3 years 5 years 10 years 10 years Ticker Stock Name $ % % % % % p.a. % p.a. % p.a. % p.a. ranking A2M The A2 Milk Company 13.48 -3.02 2.04 -24.57 -5.73 13.14 21.69 66.61 - - ABC Adelaide Brighton 3.23 2.22 3.19 -2.46 -0.08 -18.14 -17.52 -1.18 4.55 98 ABP Abacus Property Grp 3.15 -0.63 6.42 21.82 -10.83 4.23 -3.52 6.74 8.37 69 AFI Australian Foundat 7.22 -0.82 8.41 17.95 9.38 13.38 9.55 8.04 7.01 75 AGL AGL Energy Limited 13.52 -1.46 5.54 -20.24 -27.72 -9.15 -12.47 1.87 3.88 102 AIA Auckland Internation 7.32 -0.41 8.77 11.76 -12.65 5.08 9.74 10.98 18.12 22 ALD Ampol Limited 30.77 0.46 21.00 9.73 -8.08 8.66 -1.78 0.93 10.77 56 ALL Aristocrat Leisure 31.84 -3.74 3.67 17.51 -3.91 17.25 14.09 28.04 29.23 7 ALQ ALS Limited 9.52 -2.36 -0.98 31.69 7.40 14.26 14.25 21.73 5.54 90 ALU Altium Limited 35.72 2.09 -5.53 -1.48 2.44 24.33 41.36 50.26 71.58 1 ALX Atlas Arteria 6.48 -1.22 8.91 -2.66 -11.90 3.02 5.85 12.80 18.17 21 AMC Amcor PLC 15.34 -0.84 0.16 3.68 8.49 11.97 3.36 6.80 13.24 39 AMP AMP Limited 1.72 -1.15 3.30 2.84 0.04 -12.32 -25.31 -14.07 -2.03 121 ANN Ansell Limited 35.68 -5.06 -14.07 0.81 26.57 27.11 14.59 12.75 11.78 48 ANZ ANZ Banking Grp Ltd 23.30 0.91 22.54 24.41 -1.20 -1.64 -1.47 2.25 5.11 94 APA APA Group 10.18 -3.69 -6.86 -9.84 -0.47 13.21 7.59 8.16 14.00 36 APE AP Eagers Limited 13.25 -0.53 14.13 81.51 37.33 41.67 21.54 5.80 20.09 20 APT Afterpay Touch 94.50 -0.21 -6.20 81.03 224.97
    [Show full text]
  • Single Sector Funds Portfolio Holdings
    ! Mercer Funds Single Sector Funds Portfolio Holdings December 2020 welcome to brighter Mercer Australian Shares Fund Asset Name 4D MEDICAL LTD ECLIPX GROUP LIMITED OOH MEDIA LIMITED A2 MILK COMPANY ELDERS LTD OPTHEA LIMITED ABACUS PROPERTY GROUP ELECTRO OPTIC SYSTEMS HOLDINGS LTD ORICA LTD ACCENT GROUP LTD ELMO SOFTWARE LIMITED ORIGIN ENERGY LTD ADBRI LTD EMECO HOLDINGS LTD OROCOBRE LTD ADORE BEAUTY GROUP LTD EML PAYMENTS LTD ORORA LTD AFTERPAY LTD ESTIA HEALTH LIMITED OZ MINERALS LTD AGL ENERGY LTD EVENT HOSPITALITY AND ENTERTAINMENT PACT GROUP HOLDINGS LTD ALKANE RESOURCES LTD EVOLUTION MINING LTD PARADIGM BIOPHARMACEUTICALS LTD ALS LIMITED FISHER & PAYKEL HEALTHCARE CORP LTD PENDAL GROUP LTD ALTIUM LTD FLETCHER BUILDING LTD PERENTI GLOBAL LTD ALUMINA LTD FLIGHT CENTRE TRAVEL GROUP LTD PERPETUAL LTD AMA GROUP LTD FORTESCUE METALS GROUP LTD PERSEUS MINING LTD AMCOR PLC FREEDOM FOODS GROUP LIMITED PHOSLOCK ENVIRONMENTAL TECHNOLOGIES AMP LTD G8 EDUCATION LTD PILBARA MINERALS LTD AMPOL LTD GALAXY RESOURCES LTD PINNACLE INVESTMENT MANAGEMENT GRP LTD ANSELL LTD GDI PROPERTY GROUP PLATINUM INVESTMENT MANAGEMENT LTD APA GROUP GENWORTH MORTGAGE INSRNC AUSTRALIA LTD POINTSBET HOLDINGS LTD APPEN LIMITED GOLD ROAD RESOURCES LTD POLYNOVO LIMITED ARB CORPORATION GOODMAN GROUP PTY LTD PREMIER INVESTMENTS LTD ARDENT LEISURE GROUP GPT GROUP PRO MEDICUS LTD ARENA REIT GRAINCORP LTD QANTAS AIRWAYS LTD ARISTOCRAT LEISURE LTD GROWTHPOINT PROPERTIES AUSTRALIA LTD QBE INSURANCE GROUP LTD ASALEO CARE LIMITED GUD HOLDINGS LTD QUBE HOLDINGS LIMITED ASX LTD
    [Show full text]
  • 2020 Australia
    Perpetual Limited ABN 86 000 431 827 Angel Place, Level 18, 123 Pitt Street Sydney NSW 2000 10 September 2020 Australia Phone +61 9229 9000 ASX Limited www.perpetual.com.au ASX Market Announcements Office Exchange Centre 20 Bridge Street Sydney NSW 2000 Perpetual Annual General Meeting 2020 The following announcements to the market are provided: AGM Notice of Meeting Letter to Shareholders Proxy Form Shareholder Question Form Online Guide from Link Market Services Perpetual Annual Report 2020 Sustainability Report Yours faithfully, Sylvie Dimarco Company Secretary (Authorising Officer) For personal use only Page 1 For personal use only ENDURING PROSPERITY Annual Report 2020 Perpetual Limited Annual Report 2020 ENDURING PROSPERITY Our purpose reflects our heritage and culture and underpins everything we do. As one of Australia’s oldest companies with a rich heritage dating back to 1886, we have supported our clients through periods of great change for more than 130 years. We are proud of our past and passionate about creating a sustainable future for our clients, our people and the communities in which we operate. Our purpose is to build enduring prosperity and across our three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – our clients remain our priority. Our goal is to provide exceptional products and services, while seeking to protect and grow our clients’ wealth, knowing that by doing so we can make a difference in their lives. Our people are integral to this goal – empowering our business to deliver to clients and being regarded as one of the most trusted brands in financial services.
    [Show full text]
  • Private Wealth Superannuation and Pension Account Approved Product List
    Private Wealth Superannuation and Pension Account Approved Product List 24 January 2020 The Private Wealth Superannuation and Pension Approved Products List (‘Investment List’) is issued by Diversa Trustees Limited (ABN 49 006 421 638, AFSL 235153) (‘Trustee’). The information in this document forms part of the following product disclosure statements: • Private Wealth Superannuation Account Product Disclosure Statement (PDS) dated 6 September 2017; • Private Wealth Reference Guide dated 6 September 2017 The information contained in this Investment List is general information only and does not take into account your personal objectives, financial situation and/or needs. Before you make an investment decision it is recommended you obtain professional financial advice from your Financial Adviser tailored to your personal circumstances. If you would like to request a printed copy of this Investment List, please contact your Financial Adviser or the Promoter; copies will be provided free of charge. Responsible Entity and Promoter Trustee and Issuer: Powerwrap Limited Diversa Trustees Limited ABN 67 129 756 850 ABN 49 006 421 638 AFSL 329829 AFSL 235153 PO Box 16071, Collins Street West RSE License No L0000635 VIC, 8007 GPO Box 3001, Melbourne Vic 3001 Phone: (03) 8681 4600 Phone: (03) 9665 0200 Fax: (03) 8681 4699 Fax: (03) 9620 5821 Managed Funds – Australian Fixed Interest Each of the funds listed below have their own Product Disclosure Statement. You must obtain and read a copy of the Product Disclosure Statements for all managed funds in
    [Show full text]
  • Morningstar Equity Research Coverage
    December 2019 Equity Research Coverage Morningstar covers more than 200 companies in We use the following guidelines to Contact Details Australia and New Zealand as part of our global determine our Australian equity coverage: Australia stock coverage of about 1,500 companies. We are × Nearly all companies in the S&P/ASX 100 Index. Helpdesk: +61 2 9276 4446 Email: [email protected] one of the largest research teams globally with × Companies in the S&P/ASX 200 Index which more than 100 analysts, associates, and have an economic moat and/or have cash flow New Zealand strategists, including 17 in Australia. Local analysts which is at least mildly predictable. Helpdesk: +64 9 915 6770 regularly glean insights from our global sector teams × In total, Morningstar will cover about 80% of Email: [email protected] in China, Europe, and the United States, enriching S&P/ASX 200 companies (which typically the process and enhancing outcomes for investors. equates to about 95% of S&P/ASX 200 by Our research philosophy focuses on bottom-up market capitalisation). Companies we choose analysis, developing differentiated and deep not to cover in this index are usually unattractive opinions on competitive forces, growth prospects, for most portfolios, in our opinion. and valuations for every company we cover. We × About 30 ex-S&P/ASX 200 stocks are selected publish on each company under coverage at least on Morningstar’s judgement of each security's quarterly, and as events demand, to ensure investment merit − which includes a very investment ideas are always relevant. strong lean towards high-quality companies We are an independent research house, and with sustainable competitive advantages, or therefore determine our coverage universe based economic moats.
    [Show full text]
  • September 2019 Quarter 71
    y 5 6 Equit 2019 High Conviction High September Quarterly Newsletter No. Selector Fund Fund In this quarterly edition, we review performance and attribution. We discuss reporting season, we introduce PolyNovo and profile Octopart, a business within Altium. “On the Road” follows our overseas travels during the period. We look at NPS culture and review APRA’s first Federal Court case in a decade. Photo. We visited The Long Room, Trinity College, Dublin, Ireland. In 1801, it was established as a designated legal deposit entitled to a copy of every book published on the two islands. Selector Funds Management Limited ACN 102756347 AFSL 225316 Level 8, 10 Bridge Street Sydney NSW 2000 Australia Tel 612 8090 3612 www.selectorfund.com.au P f Selector is a Sydney based fund manager. Our team combines deep experience in financial markets with diversity of background and thought. We believe in long-term wealth creation and building lasting relationships with our investors. We focus on stock selection, the funds are high conviction, concentrated and index unaware. As a result, the portfolios have low turnover and produce tax effective returns. Selector has a 15-year track record of outperformance and we continue to seek businesses with leadership qualities, run by competent management teams, underpinned by strong balance sheets and with a focus on capital management. Selector High Conviction Equity Fund Quarterly Newsletter #65 CONTENTS IN BRIEF – SEPTEMBER QUARTER 3 PORTFOLIO OVERVIEW 5 PORTFOLIO CONTRIBUTORS 7 REPORTING SEASON COMMENTARY 8 POLYNOVO 32 OCTOPART – BUSINESS WITHIN A BUSINESS 44 ON THE ROAD 50 THE NPS CULTURE 57 APRA – CLASS ACTION? 68 OF INTEREST – BRAND VALUES 70 COMPANY VISIT DIARY – SEPTEMBER 2019 QUARTER 71 2 Selector Funds Management IN BRIEF – SEPTEMBER QUARTER Dear Investor, The world never seems too far away from a crisis.
    [Show full text]
  • Voting Rights Exercised
    MLC Superannuation Fund Voting Summary for the Period 1 July 2020 - 30 June 2021 RESOLUTIONS Quarters FOR AGAINST ABSTAINED First Quarter - July to September 304 10 0 Second Quarter - October to December 2420 109 25 Third Quarter - January to March 178 11 0 Fourth Quarter - April to June 644 27 5 * During the financial year ending 30 June 2020 the MLC Superannuation Fund did not exercise its voting rights in relation to shares it owns in listed companies. This had no material impacts to the final decision of the resolution. MLC Superannuation Fund Voting History for the Period 1 July 2020 - 30 June 2021 First Quarter - July to September RESOLUTIONS Company Name FOR AGAINST ABSTAINED Charter Hall Retail Reit 1 0 0 Alacer Gold Corp. 1 0 0 Isignthis Ltd 3 4 0 Ausnet Services Limited 8 0 0 Boart Longyear Limited 6 0 0 Ap Eagers Limited 3 4 0 Dicker Data Limited 5 0 0 Titan Minerals Limited 23 0 0 Australian Agricultural Company Limited. 4 0 0 Als Limited 6 0 0 Xanadu Mines Ltd 13 0 0 Macquarie Group Limited 5 1 0 Elixinol Global Limited 12 0 0 Lucapa Diamond Company Limited 5 0 0 Salmat Limited 1 0 0 Charter Hall Social Infrastructure Reit 1 0 0 Yancoal Australia Limited 16 0 0 Boart Longyear Limited 6 0 0 Titan Minerals Limited 22 0 0 Strike Energy Limited 2 0 0 Focus Minerals Ltd 3 0 0 Pointsbet Holdings Limited 2 0 0 Sundance Resources Limited 6 0 0 Mincor Resources Nl 6 0 0 Gascoyne Resources Limited 10 0 0 Whitefield Limited 3 0 0 Ofx Group Limited 6 0 0 Xero Limited 4 0 0 Thorn Group Limited 3 1 0 Volpara Health Technologies Limited 9 0 0 Fisher & Paykel Healthcare Corporation Limited 7 0 0 Centuria Industrial Reit Ordinary Units Fully Paid 2 0 0 Metcash Limited 5 0 0 Bionomics Limited 7 0 0 Collins Foods Limited 5 0 0 Todd River Resources Limited 10 0 0 Champion Iron Limited 10 0 0 Salmat Limited 6 0 0 Avenira Limited 4 0 0 Zip Co Limited.
    [Show full text]
  • Australian Listed Equities: Weekly Share Market Wrap
    Australian Listed Equities: Weekly Share Market Wrap Total Shareholder Returns as at 09 October 2020 Price 1 week 1 month 6 months 1 year 2 years 3 years 5 years 10 years 10 years Ticker Stock Name $ % % % % % p.a. % p.a. % p.a. % p.a. ranking A2M The A2 Milk Company 14.35 2.65 -12.12 -15.19 19.09 24.15 28.84 82.18 - - ABC Adelaide Brighton 3.23 12.94 18.75 48.30 16.35 -24.37 -14.42 -1.23 3.46 97 ABP Abacus Property Grp 2.94 1.38 5.00 22.20 -22.07 0.30 -2.80 3.11 7.73 69 AFI Australian Foundat 6.40 1.91 1.11 14.54 4.08 5.26 6.59 5.45 6.05 77 AGL AGL Energy Limited 13.50 0.00 -9.40 -19.81 -24.54 -10.63 -9.55 2.34 3.28 99 AIA Auckland Internation 6.99 3.25 8.54 25.49 -17.67 4.37 9.36 12.15 18.17 23 ALD Ampol Limited 24.54 7.21 1.45 2.35 -0.82 -6.35 -5.25 -2.49 10.86 54 ALL Aristocrat Leisure 30.81 3.32 7.69 34.54 0.78 7.81 14.23 28.94 25.35 9 ALQ ALS Limited 9.77 5.97 11.78 59.08 23.40 8.94 8.75 15.50 7.16 72 ALU Altium Limited 37.07 5.67 10.16 20.47 15.87 24.85 50.27 52.49 66.70 1 ALX Atlas Arteria 6.38 5.45 6.39 16.73 -21.24 1.73 9.38 14.77 18.38 21 AMC Amcor PLC 15.82 4.28 5.96 18.02 20.93 13.69 5.05 7.19 13.38 41 AMP AMP Limited 1.415 6.79 -0.37 16.04 -5.35 -28.55 -27.58 -16.04 -3.14 122 ANN Ansell Limited 38.79 4.98 6.98 33.55 49.68 27.71 21.20 17.89 12.47 46 ANZ ANZ Banking Grp Ltd 18.61 8.96 4.49 14.03 -27.43 -10.98 -8.36 -1.63 3.54 96 APA APA Group 10.67 3.39 4.51 -0.27 -1.06 7.89 14.33 7.25 14.21 36 APE AP Eagers Limited 11.10 17.46 29.82 168.77 -17.86 24.08 16.52 4.46 18.30 22 APT Afterpay Touch 89.51 12.38 20.88 306.86 156.62
    [Show full text]