Pengana International Equities Limited is a Listed Investment Company that exists to provide shareholders with capital growth and regular, reliable fully franked dividends.
Pengana International Equities Limited is a Listed Investment Company that exists to provide shareholders with capital growth and regular, reliable fully franked dividends.
Plato Income Maximiser Limited (the ‘Company’, ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.
BBUS seeks to generate magnified returns that are negatively correlated to the returns of the U.S. sharemarket. The Fund expects to generate a magnified positive return when the S&P 500 Total Return Index falls on a given day (and a magnified negative return when the index rises on a given day).
VLUE gives investors a diversified portfolio of 250 international developed market large- and mid-cap companies, with high value scores as calculated by MSCI at each rebalance. This fund aims to provide investment returns, before fees and other costs, which track the performance of the Index.
This Fund aims to provide you with long-term returns that exceed the Reserve Bank of Australia cash rate, with less volatility than full exposure to the Australian sharemarket.
The fund aims to provide investors with the performance of the MSCI EAFE Index, before fees and expenses. The index is designed to measure the performance of stocks from Europe, Australasia and the Far East and may include large- or mid-capitalisation companies.
The fund aims to provide investors with the performance of the J.P. Morgan EMBI Global Core Index (AUD Hedged), before fees and expenses. The index is designed to measure the AUD hedged performance of U.S. dollar denominated fixed and/or floating rate emerging market bonds issued by sovereign and quasi-sovereign entities.
The Montaka Global Extension Fund – Complex ETF (ASX: MKAX) is highly focussed on investing in long-term winners in attractive transforming markets when they are undervalued and offer outsized return potential. The Fund also short-sells single stocks and ETFs to make additional investments in these winners with the proceeds and as an absolute profit centre.
Gain access to a broad portfolio of Australian real estate private credit and U.S. middle market private credit, two complementary asset classes focused on delivering risk-adjusted returns.
The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.
The Fund's investment objective is to maximise the total return (income and growth) for investors by holding a relatively concentrated portfolio of investments.
HYLD aims to track the performance of an index (before fees and expenses) that provides exposure to a share portfolio of 50 high-yielding Australian companies.
HNDQ aims to track the performance of the Nasdaq 100 Currency Hedged AUD Index (before fees and expenses). The Index comprises 100 of the largest non-financial companies listed on the Nasdaq market, and includes many companies that are at the forefront of the new economy. HNDQ currently obtains its investment exposure by investing in the Betashares Nasdaq 100 ETF (ASX: NDQ), with the foreign currency exposure hedged back to the Australian dollar.
The Fund aims to provide investors with the performance of the Bloomberg Ausbond Govt 15+ Yr Index, before fees and expenses. The index is designed to measure the performance of bonds issued by the Australian Commonwealth Government and Australian Semi-Governments that have a remaining maturity of fifteen years or more.
Invest in quality and undervalued global technology companies using Morningstar’s expertise.