OVER
$55 Billion
under management

9 webinars – Over $55 Billion of investment insights.

Across a broad range of asset classes.

Pengana Capital Group presents a series of investment discussions, market updates, and reporting season insights from our diverse range of independent fund managers. Together, these professional money-managers are responsible for over $55Billion of funds under management across various portfolios.

Each manager discusses their thoughts on the current environment as it pertains to their area of specialization, insights into the risks and opportunities they see arising in the near future, and how they have set their portfolios to weather the next market cycle, including some stock-specific outlooks.

CPD

Australian Financial planners may also complete a short questionnaire available on each funds webinar recording page for FPA- accredited CPD points.

Emerging Companies Fund Ed Prendergast

Ed Prendergast

Senior Fund Manager

Portfolio update and insights from reporting season

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Australian Equities Fund Rhett Kessler

Rhett Kessler

CIO, Senior Fund Manager

Investor conundrums

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WHEB Sustainable Impact Fund Ted Franks

Ted Franks

Partner, Fund Manager

The charge of impact investing

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High Conviction Property Securities Fund Amy Pham

Amy Pham

Portfolio Manager

The year ahead for REITs

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Pengana Private Equity Trust (ASX: PE1) Frederick E. Pollock

Frederick E. Pollock

CIO, Portfolio Manager

PE1: Latest holdings and valuations

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Axiom International Ethical Funds Andrew Jacobson

Andrew Jacobson

CEO, CIO

Introducing Axiom Investors

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Harding Loevner International Fund Peter Baughan

Peter Baughan

Portfolio Manager

Introducing Harding Loevner

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High Conviction Equities Fund James McDonald

James McDonald

Portfolio Manager

Burgeoning opportunities for healthcare investors

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Global Small Companies Fund Jon Moog

Jon Moog

CIO, Portfolio Manager

The compelling opportunity in global small caps

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Alpha Israel Fund Gabi Dishi

Gabi Dishi

Founder, Portfolio Manager

The demand for tech innovation and disruption

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Pengana Capital Ltd (ABN 30 103 800 568, AFSL 226566) (“Pengana”) is the issuer of units in the Pengana Emerging Companies Fund (ARSN 111 894 510), Pengana Australian Equities Fund (ARSN 146 346 929), Pengana Global Small Companies Fund (ARSN 604 292 677), Pengana WHEB Sustainable Impact Fund (ARSN 121 915 526), Pengana International Fund (ARSN 610 351 641), Pengana International Fund – Ethical (ARSN 093 079 906), Pengana International Fund – Ethical Opportunity (ARSN 098 586 282), Pengana High Conviction Property Securities Fund (ARSN 639 011 180) and Pengana High Conviction Equities Fund (ARSN 602 546 332) (“Funds”).

Pengana Investment Management Limited (ABN 69 063 081 612, AFSL 219462) (“PIML”) is the issuer of units in the Pengana Private Equity Trust (ARSN 630 923 643, ASX: PE1) (also a “Fund”).

A Product Disclosure Statement for each of the Funds (“PDS”) is available and can be obtained by contacting Pengana and PIML on (02) 8524 9900 or from www.pengana.com.  A person who is considering investing in a Fund should obtain a copy of the PDS and should consider the PDS carefully and consult with their financial adviser to determine whether the relevant Fund is appropriate for them before deciding whether to invest in, or to continue to hold, units in the relevant Fund.

Pengana is also the issuer of units in the Pengana Alpha Israel Fund which is only available for Wholesale Clients.

This report has been prepared by Pengana and PIML.  This report does not contain any investment recommendation or investment advice and has been prepared without taking account of any person’s objectives, financial situation or needs.  Therefore, before acting on the information in this report a person should consider the appropriateness of the information, having regard to their objectives, financial situation and needs.