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Entities / bank or financial

Perpetual Wholesale Ethical SRI Fund

Named in 10 declared items by 3 members. An entity is a company, organisation, trust or person that the register names; different spellings of the same name are folded into one entity.

Type
bank or financial
How it was matched
LLM grouping of spelling variants

Printed names folded into this entity

The names as printed on the statements that resolve to this entity, and the normalised forms in the alias table.

Names as printed (2)
Name as printedItems
Perpetual Wholesale Ethical SRI Fund8
Perpetual Wholesale Ethical SRI2
Alias table entries (2)

Members by parliament

Distinct members naming this entity in each register, by bloc (party at the start of the term).

Distinct members per register by bloc: Perpetual Wholesale Ethical SRI FundHorizontal stacked bars, one per register, of distinct members naming this entity, split by bloc. Totals by series: Labor 3, Coalition 0, Crossbench 1. By row: House 45th 1; House 47th 2; House 48th 1.LaborCoalitionCrossbenchHouse 45thHouse 45th: Crossbench 11House 47thHouse 47th: Labor 22House 48thHouse 48th: Labor 11
Distinct members naming Perpetual Wholesale Ethical SRI Fund, per register, by bloc.
Distinct members per register by bloc
RegisterLaborCoalitionCrossbenchMembers
House 45th0011
House 47th2002
House 48th1001

Members

Members naming this entity
MemberParliamentsItems
Alison ByrnesHouse 47th2
Ged KearneyHouse 47th, House 48th6
Kerryn PhelpsHouse 45th2

Items

Confidence is marked when the transcriber was not sure (medium or low); unmarked items are high confidence. "Change not stated" means the statement does not say whether the item was added, removed or varied. Each source link opens the statement at the item's page where the source allows it.

1. Shareholding

Shareholding: 8 items
MemberParliamentOwnerEntityDescriptionChangeLodgedSource
Kerryn PhelpsHouse 45thSelfPerpetual Wholesale Ethical SRI FundHeld via Nom De Plume Super Pty Limited: Perpetual Wholesale Ethical SRI FundInitial statement2018-12-20page 10
Kerryn PhelpsHouse 45thSelfPerpetual Wholesale Ethical SRI FundHeld via Nom De Plume Investments Pty Limited: Perpetual Wholesale Ethical SRI FundInitial statement2018-12-20page 10
Ged KearneyHouse 47thSelfPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRI FundAdded2022-08-09page 8
Ged KearneyHouse 47thSpouse or partnerPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRI FundAdded2022-08-09page 9
Ged KearneyHouse 47thSpouse or partnerPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRIAdded2022-08-09page 13
Ged KearneyHouse 47thSelfPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRI FundRemoved2022-09-16page 15
Ged KearneyHouse 47thSpouse or partnerPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRI FundRemoved2022-09-16page 15
Ged KearneyHouse 48thSpouse or partnerPerpetual Wholesale Ethical SRI FundPerpetual Wholesale Ethical SRIInitial statement2025-08-18page 4

7. Bond/debenture

Bond/debenture: 2 items
MemberParliamentOwnerEntityDescriptionChangeLodgedSource
Alison ByrnesHouse 47thSpouse or partnerPerpetual Wholesale Ethical SRI FundUnits in Perpetual Wholesale Ethical SRI Fund medium confidenceRemoved2023-05-29page 12
Alison ByrnesHouse 47thSelfPerpetual Wholesale Ethical SRI FundUnits in Perpetual Wholesale Ethical SRI Fund medium confidenceRemoved2023-05-29page 12

About this page

House items were transcribed from the statement PDFs by the language model google/gemini-3.8-flash (precision 0.986, recall 0.987 on a hand-checked gold set), so a few may be missing or misread. This page groups items by the entity they name and shows what was declared, not its value. A spelling grouped by mistake is possible: the printed names above show what each statement said. Check the source before relying on an item.

Machine-readable: items.json (every item on this page, with the published CSV columns). Open in the explorer.