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Investment Strategy

The Pengana Absolute Return Asia Pacific Fund uses two primary investment strategies to participate in corporate events – event-driven or catalyst-driven strategies and relative-value strategies.

The fund employs an active fundamental stock selection process based on proprietary models.

The portfolio construction process attempts to control risk by maintaining low exposure to relative market movements and other broad risk factors. Stock positions may be either long or short and the Fund can use leverage.

Performance History & Investor Reports

Absolute Return Asia Pacific - Australian Unit Fund Vs. RBA Cash Rate

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Net performance figures are shown after all fees and expenses, and assume reinvestment of distributions. Past performance is not a reliable indicator of future performance. The value of investments can go up and down. Inception date: September 2010. These performance figures show the returns of the Absolute Return Asia Pacific Fund from inception on 1 September 2010 to the current date and, for the period prior to 1 September 2010, the since inception returns for the Australian dollar denominated shares issued by the Pengana Asia Special Events (Offshore) Fund ("Offshore Fund") adjusted to reflect the different fees which apply to the Fund. The strategy inception date is 1 October 2008. The Fund is fully invested into the Offshore Fund.

Investment Team

  • Antonio Meroni

    Fund Manager

  • Vikas Kumra

    Fund Manager

  • Lee Ann Lee

    Middle Office Data Analyst

  • Jingqing Hong

    Analyst

  • Vivien Lee

    Junior Middle Office Support Analyst

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