High Conviction Property Securities Fund
The Case for A-REITs: June 2026 Fund Update
In this update, Portfolio Manager Amy Pham sits down with Marketing Manager Aiden James to discuss the fund's consistent outperformance...
The Great Capital Rotation: Why Tax Reform Could Be a Catalyst for A-REITs
Executive Summary Tax reform may redirect capital away from direct residential property. Replacing the 50% CGT discount and restricting negative...
Monthly Update: Why REITs, why now, why us
Listed property had a volatile start to the year. Portfolio Manager Amy Pham explains why she sees that as an...
What the H1 2026 Reporting Season Revealed for the AREIT Sector
In this update, Amy Pham, Fund Manager of the Pengana High Conviction Property Securities Fund, reviews the February 2026 reporting...
Silver lining for property stocks amid uncertain outlook for rates
Prospects for earnings growth from listed property stocks this year remain remarkably rosy despite a volatile outlook for interest rates...
Winners and Losers of 2025: A Turning Point for Australian Property
After two years of momentum, 2025 proved to be a year of divergence for Australian-listed property. Shifting interest rate expectations,...
ESG Isn’t a “Nice to Have” – It’s a Business Imperative
ESG is no longer just a feel-good label. Why? Because ignoring ESG today means ignoring risk, reputation, and returns tomorrow....
How REITs are Leading the Charge on ESG
The global push to decarbonise starts with property — literally. Why REITs hold the key to Net Zero The building...
Q+A: Pengana’s Amy Pham on how she built the country’s best performing property securities fund
The veteran stock picker discusses the key strategies behind the success of her fund. Amy Pham was among the first...