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Update to the name of some of our funds
In order to reflect our single brand for our investors, we have changed the name of some of our funds. This does not change your underlying investment, or the dedicated service you receive. The changes are summarised below:
|Current Fund name||New Fund name|
|International Equities Fund||International Fund|
|International Equities Fund - Managed Risk||International Fund - Managed Risk|
|Value Growth Trust||International Fund - Ethical|
|Global Equities Trust||International Fund - Ethical Opportunity|
|High Conviction Equities Trust||High Conviction Equities Fund|
Over 20 years of ethical investing - rated #1 ethical/sustainable fund¹
We are very pleased to share with you that the Value Growth Trust, now known as the Pengana International Fund – Ethical, has been rated the # 1 fund in Zenith's recently released ethical/sustainable global equities sector review, and secured a rating of 'Recommended'. Zenith is a highly regarded researcher, and as such this is an excellent result for our team and our investors, many of whom invested in the Fund due to the ethical investment process.
Updated forms and Product Disclosure Statements (PDS')
Our forms and PDS have been updated to reflect these changes and can be found here.
You can continue to invest by EFT, Direct Debit, BPAY or cheque. There is no change to the bank account number or BPAY codes. If you have an existing regular savings plan, your existing arrangements will remain in place. Please refer to the banking, payee details and instructions for investing on the new application forms available here.
What do I need to do?
There’s no action that you need to take. The change of name will have no impact on the operation of your account.
Your dedicated Client Service team are always on hand to assist you. You can reach them at firstname.lastname@example.org or on +612-8524-9900.
Pengana Investment Management Limited (ACN 063 081 612) is the issuer of units in the Pengana International Fund – Ethical (ARSN 093 079 906). A product disclosure statement for this fund (‘Fund’) is available and can be obtained from our distribution team. A person should consider the product disclosure statement carefully and consult with their financial adviser before deciding whether to acquire, or to continue to hold, or making any other decision in respect of, the units in the Fund.
1. as rated by Zenith Investment Partners. The Zenith Investment Partners ("Zenith") Australian Financial Services License No. 226872 rating (assigned November 2017) referred to in this document is limited to "General Advice" (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith's methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at zenithpartners.com.au/RegulatoryGuidelines.