The Fund invests in Australian government bonds, State (semi) government bonds, supranational bonds, investment grade corporate bonds, and other fixed income securities.
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Australia’s Corporations Law defines a ‘retail investments’ as a financial product aimed at an investor in need of regulatory protection, whereas a ‘wholesale investment’ is intended for those seeking to access wholesale markets which tend to offer more complex financial products.
Retail investors are sometimes referred to as non-professional investors.
A ‘retail investment’ is covered by consumer protection provisions. A ‘wholesale investment’ is for professional investors or institutions who are considered to be better informed and better able to assess the risks involved, and do not need the same level of consumer protection as retail clients.
Retail investments include managed funds, exchange traded funds (ETFs), securities and bonds. Retail investments typically have lower minimum investment requirements and higher fees than wholesale investments.
Wholesale investments may also include managed funds, but can also provide access to more complex investments such as venture capital, unlisted trusts and private equity. Wholesale investments typically have higher minimum investment requirements, and lower fees than retail investments.
Retail and wholesale investment products are not mutually exclusive, and an investor can potentially hold both types in their portfolio. It should be noted that wholesale opportunities are only available to individuals who meet ASIC’s requirements to be classified as either a sophisticated investor or professional investor.
Sophisticated investors are typically high net worth investors with a verified gross income of $250,000 or more in each of the two previous financial years, or having net assets of at least $2.5 million.
A professional investor either holds a financial services licence, or owns or controls assets of at least $10 million.
The Fund invests in Australian government bonds, State (semi) government bonds, supranational bonds, investment grade corporate bonds, and other fixed income securities.
The Fund takes a ‘value-style’ approach to invest in a diverse range of 25-40 developed-market listed companies & has different characteristics to many global equity managers with lower market exposure, high consistent income & less volatility.
The Fund aims to outperform the S&P / ASX 300 Accumulation Index (Benchmark) on a net of fees basis, by investing in companies that operate ethically, responsibly and sustainably. (For Wholesale Investors Only)
The Pengana Harding Loevner International Fund invests in high-quality, growing companies identified through fundamental research with a long-term, global perspective.
The principal objective of the Fund is to grow investor wealth over the long-term while maintaining a capital preservation focus by investing in a portfolio of Australian and International securities (For Wholesale Investors Only)
The Fund offers a high-quality approach to ESG investing.
An absolute return fixed income fund that aims to deliver stable and consistent returns over time irrespective of share and bond market movements.
An active portfolio comprising Australian Government, semi-Government and supranational bonds that are AAA or AA rated securities issued in Australian dollars.
An actively managed portfolio that provides access to global high grade securities with geographical exposure primarily to developed G7 defined countries.
The Fund seeks to compound wealth at attractive rates of return over the long term by focusing on high quality, resilient, well managed companies.
The Fund has a concentrated global equity strategy that seeks to provide an attractive long-term rate of return.
Our core belief is that investing for the long-term in high quality companies at the right price, with exceptional founder led management and a great culture, will produce above average compound returns over the long-term. (For Wholesale Investors Only)
A portfolio of 20-50 sufficiently liquid, small and mid-cap ASX-listed companies, with a preference for high quality, profitable and growth focused businesses.
The Fund provides a reliable income stream by investing in high quality fixed income securities.
The Fund is a long only, growth focussed fund that aims to invest in high quality ASX listed businesses that can generate strong earnings growth leading to stock price appreciation.