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Australian Equities Fund

New Investors

  

( Existing investor? please click here )

Please follow the 4 easy steps to invest in the Pengana Australian Equities Fund:

Read the Financial Services Guide the current Product Disclosure Statement (PDS) and any updated information on the Reports and Resources Page:

Complete the Application Form found in the PDS

Send the completed Application Form and required Anti Money Laundering (AML) identification document(s) to the Administrator:

  • Pengana Capital Ltd
    GPO Box 804
    MELBOURNE VIC 3001

    For additional applications & withdrawals only:

    F: +61 2 8278 7408
    E: transact@pengana.com
  • Due to AML legislative requirements, we cannot accept an ‘Application Form for New Investment’ by facsimile or email.

Transfer funds to Pengana

  • Transfer your application monies:
  • Cheques – payable to:

    “Pengana Capital Applications Trust Account”
  • EFT or Direct Deposit:

    Account Name: Pengana Capital Applications Trust Account
    BSB: 083-001
    Account Number: 468 834 086
  • In addition, if you are paying the application monies by EFT or direct deposit you must ensure your investor name is recorded as a narrative on the payment.
  • We must receive the completed application form, any required proof of identity documents and cleared funds prior to the processing cut-off time (2pm AEST each business day). Applications received after this cut off time will be allocated units at a price as at close of business on the next business day after the application has been received.

Existing Investors

Read the Financial Services Guide the current Product Disclosure Statement (PDS) and any updated information on the Reports and Resources Page:

Written request

Transfer Funds

  • Arrange for funds to be transferred to the following account:

    Account Name: Pengana Capital Applications Trust Account
    BSB: 083-001
    Account Number: 468 834 086
  • Please also ensure that your investor name is recorded as a narrative on the payment so we can identify your moneys.
  • Alternatively, you may pay by cheque. Please cross cheque “not negotiable” and make payable to "Pengana Capital Applications Trust Account".

Send your written request to:

  • Pengana Capital Ltd
    GPO Box 804
    MELBOURNE VIC 3001

    For additional applications & withdrawals only:

    F: +61 2 8278 7408
    E: transact@pengana.com
  • It is important to ensure your investor name is recorded as a narrative on the payment – otherwise your monies cannot be identified. Failure to do this may cause processing delays and additional costs to you.
  • We must receive the completed application form, any required proof of identity documents and cleared funds prior to the processing cut-off time, that is, 3 business days prior to the last business day of the month. Applications received after this date will generally be allocated units as at the close of the last business day of the following month.

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