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Pengana Australian Equities

Ranked 187 out of 249 in - Australia over 12 months
All calculations are in AUD unless stated

Objective

To enhance and preserve investor wealth on a consistent and repeatable basis. Its investment objective is to achieve an investment return, including capital appreciation, dividends and interest, of 12 to 15% per annum with a standard deviation below 10%. The Fund invests primarily in ordinary listed Australian shares. The Fund may also hold cash, Cash Equivalents, precious metals, listed government bonds, securities in exchange traded funds and Derivatives (for example, options, futures and swaps). The Manager may use Derivatives to reduce risk (hedge) or gain exposure to investments.

Performance

Australia over : 31/08/2017 - 31/08/2018
  • Rank 187/249 Total Return
  • Rank 48/249 Standard Deviation
  • Rank 171/249 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9% 4.0%
2017 8.4% 1.8% -0.5% 1.7% 5.3%
2016 10.6% -2.0% 3.6% 8.9% 0.0%
2015 10.1% 8.1% -4.0% -1.7% 7.8%
2014 5.8% -1.0% 1.8% 1.0% 3.9%
2013 18.6% 10.0% -0.4% 5.7% 2.4%
2012 23.9% 11.1% -1.5% 5.7% 7.1%
2011 0.8% 3.2% -1.3% -4.1% 3.1%
2010 8.6% 1.0% -6.6% 10.0% 4.8%
2009 40.7% 6.6% 10.6% 13.9% 4.8%
2008 -2.7% -10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia
  2. New Zealand

Fund Info

  • Launch date30/06/2008
  • Share Class size1,394Mn
  • Base currencyAUD
  • ISIN AU60PCL00057

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management1.03%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).