Perennial Better Future Active ETF (IMPQ) Review & Analysis
- −3.4% in September (total return), behind the median Australian shares ETF at −2.1%.
- Investors withdrew a net $7.1m (-32.5% of the fund).
- The unit price closed the month at $4.02, near its 12-month low (range $3.95 to $5.16).
About IMPQ
IMPQ is an Australian shares ETF from Perennial, listed on the ASX since May 2019. With $15m under management it is number 72 of 81 Australian shares ETFs by size. The management fee is 0.99% a year, about $99 on every $10,000 invested, dearer than the typical Australian shares ETF at 0.35%.
Over five years it has returned −5.6% a year including distributions, against +5.9% 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.
Compare IMPQ with
| Fee | 0.99% | 0.80% |
| 1 year | −17.3% | +4.9% |
| 5 yrs p.a. | −5.6% | +5.9% |
| Size | $15m | $25m |
| Fee | 0.99% | 0.07% |
| 1 year | −17.3% | +2.2% |
| 5 yrs p.a. | −5.6% | +6.5% |
| Size | $15m | $26.7bn |
| Fee | 0.99% | 0.04% |
| 1 year | −17.3% | +2.9% |
| 5 yrs p.a. | −5.6% | +6.9% |
| Size | $15m | $11.1bn |
| Fee | 0.99% | 0.05% |
| 1 year | −17.3% | +2.6% |
| 5 yrs p.a. | −5.6% | +6.8% |
| Size | $15m | $9.7bn |
IMPQ price by TradingView
| Stock Code | IMPQ |
|---|---|
| Fund Manager | Perennial |
| Asset Class | Australian shares |
| AUM | $15m |
| MER (%) | 0.99% |
| Net flows (Sep) | −$7.1m |
| Last Price | $4.02 |
| 52-Week Range | $3.95 – $5.16 |
| Bid/Ask Spread | 0.57% |
| Listing Date | 23/05/2019 |
| Exchange | ASX |
| Index | None: actively managed. See the PDS for its benchmark |
| Issuer website | Perennial ↗ |
Performance (% return)
$10,000 invested…
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.
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