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Pengana Capital Group

PRI reporting framework 2017

You are in Organisational Overview » Basic Information

Basic Information

OO 01. Signatory category and services

01.1. Select the services you offer.

% of assets under management (AUM) in ranges

01.2. Additional information. [Optional]

Hunter Hall Investment Management Limited (Hunter Hall) is a specialist international and Australian equity investment manager and one of Australia's leading dedicated SRI fund managers. The business was founded in 1993. It aims to create wealth for investors over time through careful and responsible investment in undervalued companies.

Hunter Hall is the Investment Manager for several negatively screened retail managed investment schemes and a listed investment company, Hunter Hall Global Value Limited (ASX:HHV). HHV currently is the only listed investment company available in Australia that is certified by RIAA as an ethical investment, providing investors with access to a portfolio of ethically screened global equities. Hunter Hall is also the Investment Manager for a positively screened retail managed investment scheme.

Investment Strategy

Hunter Hall's investment philosophy is based on the view that equity markets are inefficient and opportunities exist to find quality securities that are temporarily priced below their intrinsic value. We believe that over time, the market will generally recognise such companies' true qualities and share prices tend to move towards that intrinsic value. Our investment process is focussed on:

- identifying quality stocks with good long term growth potential, and
- buying stocks at prices that are substantially less than their intrinsic value.

Ethical Investment Policy

Hunter Hall applies a variety of responsible investment policies across different funds. The most dominant is Hunter Hall's negative screening policy which is applied to all our retail funds. We use negative screens to screen out companies that, in our opinion, are involved in activities that may be harmful to people, destructive to the environment or cruel to animals. In practice this means no direct and material involvement in fossil fuels, tobacco, armaments, gambling, factory farming, logging of old growth forests or uranium mining.

Charitable Giving Program

Since listing on the Australian Securities Exchange (ASX) in February 2001 Hunter Hall International Limited (HHL), the Investment Manager's parent, has donated 5% of its pre-tax profits to charities or charitable purposes. The Hunter Hall Shareholder Nominated Charitable Donations Scheme allows Shareholders, on a basis proportional to the number of shares they own, to nominate Australian registered charities for the receipt of donations. To date, the company has donated more than AU$10.6m.


OO 02. Headquarters and operational countries

02.1. Select the location of your organisation’s headquarters.

Australia

02.2. Indicate the number of countries in which you have offices (including your headquarters).

02.3. Indicate the approximate number of staff in your organisation in full-time equivalents (FTE).

20 FTE

02.4. Additional information. [Optional]


OO 03. Subsidiaries that are separate PRI signatories

03.1. Indicate whether you have subsidiaries within your organisation that are also PRI signatories in their own right.

03.3. Additional information. [Optional]


OO 04. Reporting year and AUM

04.1. Indicate the year end date for your reporting year.

30/06/2016

04.2. Indicate your total AUM at the end of your reporting year, excluding subsidiaries you have chosen not to report on.

Total AUM
trillions billions millions thousands hundreds
Currency
Assets in USD
trillions billions millions thousands hundreds

04.4. Additional information. [Optional]

Pre-distribution AUM at 30 June 2016. 


OO 06. How would you like to disclose your asset class mix

New selection options have been added to this indicator. Please review your prefilled responses carefully.

06.1. How you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 100 0 0
Fixed income 0 0 0 0
Private equity 0 0 0 0
Property 0 0 0 0
Infrastructure 0 0 0 0
Commodities 0 0 0 0
Hedge funds 0 0 0 0
Forestry 0 0 0 0
Farmland 0 0 0 0
Inclusive finance 0 0 0 0
Cash 0 0 0 0
Other (1), specify 0 0 0 0
Other (2), specify 0 0 0 0

06.2. Publish our asset class mix as per attached image [Optional].

06.3. Provide contextual information on your AUM asset class split. [Optional]


OO 07. Fixed income AUM breakdown (Not Applicable)


OO 08. Segregated mandates or pooled funds (Not Applicable)


OO 09. Breakdown of AUM by market (Private)


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