Reports

Access all the latest performance and investor reports for Pengana's suite of funds.

Australian Equities Fund

Australian Equities Income Fund

International Fund - Ethical

  • Monthly Reports
    October 2020 - Meaningfully differentiated  Download
    September 2020 - An unnatural situation for capital markets Download
    August 2020 - Healthy growth prospects at the most attractive valuations Download
    July 2020 - A time to stick to fundamentals Download
    June 2020 - Quarterly wrap up and a look to the future Download
    May 2020 - Events that could shake any investor Download
    April 2020 - Outperformed the strongest market since 1987. Where to from here? Download
    March 2020 - Finding opportunities in market crashes Download
    February 2020 - Achieving true diversification in the face of market uncertainty Download
    January 2020 - Minimising Volatility is too often overlooked Download
    December 2019 Download
    November 2019 - Renewed focus on emerging markets Download
    October 2019 - The continued rise of equity market valuations Download
    Quarterly Report September 2019 Download
    Monthly Report August 2019 Download
    Monthly Report July 2019 Download
    Quarterly Report June 2019 Download
    Monthly Report May 2019 Download
    Monthly Report April 2019 Download
    Quarterly Report March 2019 Download
    Monthly Report February 2019 Download
    Monthly Report January 2019 Download
    Quarterly Report December 2018 Download
    Monthly Report November 2018 Download
    Monthly Report October 2018 Download
    Quarterly Report September 2018 Download
    Monthly Report August 2018 Download
    Monthly Report July 2018 Download
    Quarterly Report June 2018 Download
    Monthly Report May 2018 Download
    Monthly Report April 2018 Download
    Quarterly Report March 2018 Download
    Monthly Report February 2018 Download
    Monthly Report January 2018 Download
    Quarterly Report December 2017 Download
    Monthly Report November 2017 Download
    Monthly Report October 2017 Download
    Quarterly Report September 2017 Download
    Monthly Report August 2017 Download
    Monthly Report July 2017 Download
  • Financial Reports
    Annual Report to 30 June 2020 Download
    Annual Report to 30 June 2019 Download
    Interim Report to 31 December 2018 Download
    Annual Report to 30 June 2018 Download
    Annual Report to 30 June 2017 Download

Emerging Companies Fund

Global Small Companies Fund

High Conviction Equities Fund

International Fund

International Fund - Ethical Opportunity

  • Monthly Reports
    October 2020 - Meaningfully differentiated Download
    September 2020 - An unnatural situation for capital markets Download
    August 2020 - Healthy growth prospects at the most attractive valuations Download
    July 2020 - A time to stick to fundamentals Download
    June 2020 - Quarterly wrap up and a look to the future Download
    May 2020 - Events that could shake any investor Download
    April 2020 -  Outperformed the strongest market since 1987. Where to from here? Download
    March 2020 - Finding opportunities in market crashes Download
    February 2020 - Achieving true diversification in the face of market uncertainty Download
    January 2020 - Minimising Volatility is too often overlooked Download
    December 2019 Download
    November 2019 - Renewed focus on emerging markets Download
    October 2019 - The continued rise of equity market valuations Download
    Quarterly Report September 2019 Download
    Monthly Report August 2019 Download
    Monthly Report July 2019 Download
    Quarterly Report June 2019 Download
    Monthly Report May 2019 Download
    Monthly Report April 2019 Download
    Quarterly Report March 2019 Download
    Monthly Report February 2019 Download
    Monthly Report January 2019 Download
    Quarterly Report December 2018 Download
    Monthly Report November 2018 Download
    Monthly Report October 2018 Download
    Quarterly Report September 2018 Download
    Monthly Report August 2018 Download
    Monthly Report July 2018 Download
    Quarterly Report June 2018 Download
    Monthly Report May 2018 Download
    Monthly Report April 2018 Download
    Quarterly Report March 2018 Download
    Monthly Report February 2018 Download
    Monthly Report January 2018 Download
    Quarterly Report December 2017 Download
    Monthly Report November 2017 Download
    Monthly Report October 2017 Download
    Quarterly Report September 2017 Download
    Monthly Report August 2017 Download
    Monthly Report July 2017 Download
  • Financial Reports
    Annual Report to 30 June 2020 Download
    Annual Report to 30 June 2019 Download
    Interim Report to 31 December 2018 Download
    Annual Report to 30 June 2018 Download
    Annual Report to 30 June 2017 Download

Pengana International Equities Limited

  • Monthly Reports
    September 2020 - An unnatural situation for capital markets Download
    August 2020 - Healthy growth prospects at the most attractive valuations Download
    July 2020 - A time to stick to fundamentals
    Download
    June 2020 -  Quarterly wrap up and review  Download
    May 2020 - Events that could shake any investor Download
    April 2020 - Outperformed the strongest market since 1987. Where to from here? Download
    March 2020 - Effective risk management strategies and healthy returns into the future Download
    February 2020 - Achieving True diversification in the face of market uncertainty Download
    January 2020 - Minimising Volatility is too often overlooked Download
    Monthly Report December 2019 Download
    Monthly Report November 2019 Download
    Monthly Report October 2019

    Download

    Monthly Report September 2019

    Download

    Monthly Report August 2019

    Download

    Monthly Report July 2019

    Download

    Quarterly Report June 2019 Download
    Monthly Report May 2019 Download
    Monthly Report April 2019 Download
    Quarterly Report March 2019 Download
    Monthly Report February 2019 Download
    Monthly Report January 2019 Download
    Quarterly Report December 2018 Download
    Monthly Report November 2018 Download
    Monthly Report October 2018 Download
    Quarterly Report September 2018 Download
    Monthly Report August 2018 Download
    Monthly Report July 2018 Download
    Quarterly Report June 2018 Download
    Monthly Report May 2018 Download
    Monthly Report April 2018 Download
    Quarterly Report March 2018 Download
    Monthly Report February 2018 Download
    Monthly Report January 2018 Download
    Monthly Report December 2017 Download
    Monthly Report November 2017 Download
    Monthly Report October 2017 Download
    Monthly Report September 2017 Download
    Monthly Report August 2017 Download
    Monthly Report July 2017 Download
    Quarterly Report September 2018 Download
    Monthly Report August 2018 Download
    Monthly Report July 2018 Download
    Quarterly Report June 2018 Download
    Monthly Report May 2018 Download
    Monthly Report April 2018 Download
    Quarterly Report March 2018 Download
    Monthly Report February 2018 Download
    Monthly Report January 2018 Download
    Monthly Report December 2017 Download
    Monthly Report November 2017 Download
    Monthly Report October 2017 Download
    Monthly Report September 2017 Download
    Monthly Report August 2017 Download
    Monthly Report July 2017 Download
  • Financial Reports
    Interim Report for Pengana International Equities Limited to 31 December 2019 Download
    Annual Report for Pengana International Equities Limited to 30 June 2019 Download
    Interim Report for Pengana International Equities Limited to 31 December 2018 Download
    Annual Report for Pengana International Equities Limited to 30 June 2018 Download
    Interim Report for Pengana International Equities Limited to 31 December 2017> Download
    Annual Report for Pengana International Equities Limited to 30 June 2017 Download

Pengana Private Equity Trust

  • Monthly Reports
    Monthly Report October 2020 - WATERLAND, SPACE X & UBER FREIGHT Download
    Monthly Report September 2020 - MAC II investments start bearing fruit Download
    Monthly Report August 2020 - AUD continues to rise during August Download
    Monthly Report July 2020 - How 10 of our largest holdings are performing through COVID Download
    Monthly Report June 2020 - Performance Update Download
    Monthly Report May 2020 - 1-for-3 Rights Issue and Looking forward to the future Download
    Monthly Report April 2020 - Taking Advantage of COVID19- Generated opportunities Download
    Monthly Report March 2020 - Private Equity in a market crash Download
    Monthly Report February 2020 - Positive Returns as markets roiled by Coronavirus fears Download
    Monthly Report January 2020 Download
    Monthly Report December 2019 Download
    Monthly Report November 2019 Download
    Monthly Report October 2019 Download
    Monthly Report September 2019 Download
    Monthly Report August 2019 Download
    Monthly Report July 2019 Download
    Monthly Report June 2019 Download
    Monthly Report May 2019 Download

     

     

  • Financial Reports
    Annual Report 30 June 2020 Download

WHEB Sustainable Impact Fund

High Conviction Property Securities Fund

  • Team Profiles

    Amy webAmy Pham

    Portfolio Manager & Investment Analyst

    Amy has over 20 years of property funds management experience.

    Prior to joining Pengana she worked at Charter Hall/Folkestone for 6 years, managing a high conviction AREIT strategy. This team won several industry awards including Financial Standards Property Fund Manager of the Year 2019, Money Management/Lonsec Australian Property Securities Fund Manager of the Year 2018, and Financial Standards Property Fund Manager of the Year 2017.

    Amy has held several senior positions including head of property securities at IAG and portfolio manager at Deutsche Asset Management and Perpetual Funds Management. She began her career as a quantitative analyst at Legal & General in 1994.

    Amy holds a bachelor and honours degree in Economics from the University of New England and University of California Davis.

     

    Jade OngJade Ong

    Investment Specialist

    Jade has over 17 years property funds management and corporate finance.

    Prior to joining Pengana, Jade was a senior member of Macquarie Bank’s real estate corporate advisory team in London and Sydney.

    She has also acted as assistant portfolio manager of IAG’s property securities fund, working alongside portfolio manager Amy Pham.

  • Monthly Reports
    October 2020 - The road to recovery View Report
    September 2020 - Will the disparity in AREIT performance continue? View Report
    August 2020 - Reporting season scorecard: a recovery in sight View Report
    July 2020 - What's to come? View Report
    June 2020 - The new normal View Report

Pengana PanAgora Absolute Return Global Equities Fund

Annual report to 30 June 2020 Download