Get monthly fund insights: subscribe now

Pengana Investment Allocator Tool

For direct investors, SMSF holders, and financial advisors, the Pengana Capital Investment Allocator Tool will allow you to compare a number of Pengana Capital Fund Investments, and Australian Equity and Global Equity indexes over a selected historical period of time, using past performance.

Step 1

Please input your desired investment amount and period of investment.

$ .00

For existing investors - be sure to include your current Pengana investments to illustrate how your investment could be complemented by additional investments throughout Pengana Capital’s suite of Funds.

Step 2

Please input your desired percentage allocations.
Inception Scenario 1 Scenario 2 Scenario 3
International Equities Fund :
July 2015
%
%
%
PanAgora Absolute Return Global Equities Fund :
September 2010
%
%
%
RBA Target Cash Rate :
November 2004
%
%
%
MSCI World :
January 2001
%
%
%
ASX 300 :
September 1994
%
%
%
Absolute Return Asia Pacific Fund :
October 2008
%
%
%
Emerging Companies Fund :
November 2004
%
%
%
Australian Equities Fund :
July 2008
%
%
%
Total %: