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Pengana Capital Group

PRI reporting framework 2018

You are in Organisational Overview » Basic information

Basic information

OO 01. Signatory category and services

01.1. Select the services and funds you offer

% of assets under management (AUM) in ranges

Further options for investment managers (may be selected in addition to the above)

01.2. Please describe your hedge fund strategy and classification [OPTIONAL]

Options presented for hedge funds:

01.3. Additional information. [Optional]

PENGANA CAPITAL GROUP (‘PENGANA’) IS AN ASX LISTED DIVERSIFIED FUNDS MANAGEMENT GROUP SPECIALISING IN GLOBAL AND AUSTRALIAN LISTED EQUITIES, WITH DISTINCT INVESTMENT STRATEGIES THAT AIM TO DELIVER SUPERIOR RISKADJUSTED RETURNS TO INVESTORS.

Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, we have investment teams based in Sydney, Melbourne, Singapore, Chicago, Boston and London.On 1st June 2017, Pengana merged its business with Hunter Hall International Limited. 

Pengana’s premium investment products employ active strategies with non-benchmark mandates, giving our investment teams the freedom to invest in their best ideas. We have a proud history of employing leading in-house investment teams to manage our investment funds and partnering with exceptional investment managers around the world, to ensure that our clients have access to the highest calibre investment teams in their category.

Our investment managers are equity partners in their individual businesses, and as such their goals are completely aligned with those of our investors. While each investment team has their own investment strategy and philosophy, they are united by our collective belief in detailed fundamental company analysis and benchmark unaware, active management.

For investors seeking responsible investment solutions that also meet their financial goals, Pengana offers a range of products that allow investors to align their portfolios with their principles without compromising their
investment returns.


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).

47 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.

31/12/2017

04.2. Indicate your total AUM at the end of your reporting year, Exclude subsidiaries you have chosen not to report on and any advisory/execution only assets.

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

04.5. Additional information. [Optional]


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. Select how you would like to disclose your asset class mix.

Internally managed (%)
Externally managed (%)

 

Listed equity >50% 91.65 <10% 2.95
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 <10% 1.69 <10% 3.72
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 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 (Private)


OO 09. Breakdown of AUM by market (Private)


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