PENGANA

Funds management

Turnover reached 83% in the Pengana Global Small Companies fund as the management sought to reduce risk and take advantage of market opportunities....

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Funds management

Harding Loevner will take over as manager of two international equity funds formerly managed by Jordan Cvetanovski and Steven Glass who left the business in March. ...

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Funds management

Connecticut-based Axiom Investments will be managing Pengana’s two international ethical funds following the departure of its chief investment officer and deputy portfoli...

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Funds management

The abrupt departure of Pengana fund managers Steven Glass and Jordan Cvetanovski was the result of the pair having “different ideas” about the future direction of the bu...

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Funds management

As Pengana sees the departure of two key managers, Steven Glass and Jordan Cventanovksi, how have their global funds performed over their tenure?...

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Funds management

Two Pengana International fund ratings have been put on hold by SQM Research as the firm announced its chief investment officer, Jordan Cvetanovski, and deputy portfolio ...

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Funds management

Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned pla...

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People & Products

Greg Clarke has been appointed to the newly-created role of director of institutional solutions, linking the institutional business, marketing and investment divisions....

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Funds management

Environmental, social, and governance investing momentum is expected to continue into this year with almost half of institutional investors believing oil and gas had the ...

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Funds management

Pengana’s global small companies fund is underweight for US equities and believes there could be “pretty serious” outperformance in the international space in the near fu...

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Funds management

As Pengana divests from the mega-cap FAANG names, the firm is exploring technology options in Asia Pacific instead....

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Funds management

Pengana chief investment officer Rhett Kessler said he was “vomit buying” after lowering his Australian equities fund’s cash weighting as a response to the market downtur...

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Funds management

The decision by central banks to cut interest rates to record lows has left investors feeling like there’s no alternative to going into equities....

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Features

Funds are unlikely to be deliberately guilty of greenwashing but nevertheless, writes Laura Dew, they need to have transparent processes in place to prevent investors fee...

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Funds management

Despite tech stocks leading the US markets this year, Pengana has now completely exited large-cap technology companies in its International fund....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago