Perpetual ESG Australian Share Active ETF (GIVE) Review & Analysis

MER · #363 of 514AUM · #434 of 5081Y Return · #248 of 4263Y Return · #197 of 300

What's new this monthData to 30 September 2026

−1.3% in September (total return), ahead of the median Australian shares ETF at −2.1%.
The unit price closed the month at $2.97, 15% below its 12-month high (range $2.69 to $3.50).

About GIVE

GIVE is an Australian shares ETF from Perpetual, listed on the ASX since November 2021. With $13m under management it is number 73 of 81 Australian shares ETFs by size. The management fee is 0.65% a year, about $65 on every $10,000 invested, dearer than the typical Australian shares ETF at 0.35%.

Over the past year it returned +2.1%, against +1.6% for the median Australian shares ETF. With its focus on ethical & esg, it is the kind of fund many investors use as a smaller satellite holding alongside a diversified core.

GIVE distributions and dividend dates

The latest distribution was $0.1214 per unit (22% franked), ex-distribution on 1 July 2026 and paid on 21 July 2026. To receive it you need to own GIVE before the ex-date.

From ASX announcements, updated nightly. See every ETF in the dividend calendar.

Compare GIVE Check overlap Perpetual website ↗

Compare GIVE with

GIVEvsIESG

iShares Core MSCI Australia ESG ETF

Fee	0.65%	0.09%
1 year	+2.1%	−3.0%
5 yrs p.a.	–	+5.9%
Size	$13m	$607m

Same holdingsNo holdings data

Full comparison →

GIVEvsE200

State Street SPDR S&P/ASX 200 ESG ETF

Fee	0.65%	0.05%
1 year	+2.1%	+3.0%
5 yrs p.a.	–	+7.0%
Size	$13m	$474m

Same holdingsNo holdings data

Full comparison →

GIVEvsIHD

iShares S&P/ASX Dividend Opportunities ESG Screened ETF

Fee	0.65%	0.23%
1 year	+2.1%	+8.8%
5 yrs p.a.	–	+8.8%
Size	$13m	$407m

Same holdingsNo holdings data

Full comparison →

GIVEvsVAS

Vanguard Australian Shares Index ETF

Fee	0.65%	0.07%
1 year	+2.1%	+2.2%
5 yrs p.a.	–	+6.5%
Size	$13m	$26.7bn

Same holdingsNo holdings data

Full comparison →

GIVE price by TradingView

Stock Code	GIVE
Fund Manager	Perpetual
Asset Class	Australian shares
AUM	$13m
MER (%)	0.65%
Net flows (Sep)	−$0.0m
Last Price	$2.97
52-Week Range	$2.69 – $3.50
Bid/Ask Spread	0.34%
Listing Date	29/11/2021
Exchange	ASX
Index	None: actively managed. See the PDS for its benchmark
Issuer website	Perpetual ↗

Performance (% return)

1 month−1.3%

1 year+2.1%

3 years p.a.+8.1%

5 years p.a.–

$10,000 invested…

1 year ago$10,2093 years ago$12,618

Value at 30 September 2026 with distributions reinvested, before tax and brokerage.

Total returns including distributions, to 30 September 2026. 1M, 1Y, 3Y and 5Y bars are cumulative.

GIVE at a glance: strengths and things to watch

👍 Strengths

In an uptrend. Its price has been trending up since 22 October (as at 7 November).

⚠️ Things to watch

Small fund. With $13m under management, it is more at risk of being closed or merged than larger funds, and trading can be thinner.
Behind its peers. +8.1% a year over 3 years, against +10.1% for the median Australian shares ETF.

Worked out from GIVE's fees, size, flows, returns and trend against the 83 Australian shares ETFs in Australia, to 30 September 2026. General information, not a recommendation.

etfadviserTrend check

Uptrend since 22 Oct 2026

GIVE is in an uptrend. Here's why that matters.

GIVE's price is above its 20-day average and its 10, 20, 50 and 200-day averages are stacked upward. The trend is on investors' side. Its price is 1.0% below its 12-month high.

Why it matters: Uptrends are when satellite ETFs tend to do their best work. The key is knowing when the trend breaks, so gains aren't handed back.

At ETF Adviser the core of a portfolio stays invested through every stage, and satellite ETFs are only bought in an uptrend. Members get a weekly update on which ETFs are breaking out of a base and which trends have broken.

Get the weekly trend updates: try it free for 30 days How base and trend works →See every ETF's stage →Visit etfadviser.com.au →

UptrendBaseDowntrend

GIVE weekly price, past 12 months, shaded by trend stage. Stage as at 7 November 2026, updated weekly. A technical label, not a recommendation.

Investment Focus

Exposure Regions

Australia

Themes & Sectors

Ethical & ESG Active ETFs

Similar ETFs

Code	Name	Same holdings	MER	AUM	1Y	3Y p.a.	5Y p.a.
IESG	iShares Core MSCI Australia ESG ETF	–	0.09%	$607m	−3.0%	+9.7%	+5.9%
E200	State Street SPDR S&P/ASX 200 ESG ETF	–	0.05%	$474m	+3.0%	+10.5%	+7.0%
IHD	iShares S&P/ASX Dividend Opportunities ESG Screened ETF	–	0.23%	$407m	+8.8%	+13.5%	+8.8%
VAS	Vanguard Australian Shares Index ETF	–	0.07%	$26.7bn	+2.2%	+10.8%	+6.5%
A200	Betashares Australia 200 ETF	–	0.04%	$11.1bn	+2.9%	+11.0%	+6.9%
IOZ	iShares Core S&P/ASX 200 ETF	–	0.05%	$9.7bn	+2.6%	+10.8%	+6.8%

Same holdings is the share of GIVE's money in companies the other ETF also holds, weighted by size. No other ETF shares much with GIVE, so these are ETFs in the same category. See every ETF like GIVE →

GIVE vs its closest alternatives

What actually differs between GIVE and the ETFs most like it. Data to 30 Sep 2026.

IESG iShares Core MSCI Australia ESG ETF

IESG is cheaper (0.09% vs 0.65%), worth about $37,940 on $100,000 over 20 years.
Over 3 years, a year: GIVE +8.1%, IESG +9.7% (IESG ahead by 1.7 percentage points).
IESG is much larger ($607m vs $13m), which usually means tighter trading spreads.
Different structure: GIVE is actively managed, IESG is a standard fund.

Compare GIVE and IESG side by side →

E200 State Street SPDR S&P/ASX 200 ESG ETF

E200 is cheaper (0.05% vs 0.65%), worth about $40,797 on $100,000 over 20 years.
Over 3 years, a year: GIVE +8.1%, E200 +10.5% (E200 ahead by 2.5 percentage points).
E200 is much larger ($474m vs $13m), which usually means tighter trading spreads.
Different structure: GIVE is actively managed, E200 is a standard fund.

Compare GIVE and E200 side by side →

IHD iShares S&P/ASX Dividend Opportunities ESG Screened ETF

IHD is cheaper (0.23% vs 0.65%), worth about $28,097 on $100,000 over 20 years.
Over 3 years, a year: GIVE +8.1%, IHD +13.5% (IHD ahead by 5.4 percentage points).
IHD is much larger ($407m vs $13m), which usually means tighter trading spreads.
Different structure: GIVE is actively managed, IHD is a standard fund.

Compare GIVE and IHD side by side →

General information only. Past performance is not a reliable indicator of future performance.

GIVE FAQs

What is the fee for GIVE?

GIVE charges a management fee (MER) of 0.65% a year, according to the TMX Australia monthly funds report as at 30 September 2026.

How big is GIVE?

GIVE had $13m in funds under management as at 30 September 2026.

How has GIVE performed?

GIVE returned +2.1% over the year to 30 September 2026 (total return, including distributions). Over three years it returned +8.1% a year. Past performance is not a reliable indicator of future performance.

Who manages GIVE?

GIVE is managed by Perpetual and has been listed since November 2021.

Disclaimer

This review is general information only and does not take into account your objectives, financial situation or needs. Consider the Perpetual product disclosure statement (PDS) and target market determination (TMD) before investing. Past performance is not a reliable indicator of future performance.