How to invest
To invest in one of our funds, first read the Financial Services Guide, the Product Disclosure Statement (PDS) for the relevant fund and any Investor Noifications on the Fund page.
Then simply fill in the application form in the PDS and send the completed application form and required Anti Money Laundering identification document(s) as directed in the application form. The minimum initial investment amount is set out on the relevant application form.
An additional application may be made at any time. The minimum additional investment amount is set out on the relevant Application for Additional Investment form.
To apply, download and complete the Application for Additional Investment form.
For any assistance, please contact our client service team at any time. firstname.lastname@example.org
|Fund||Application form||Application for additional investment||PDS & PRODUCT GUIDE||Investor NOTIFICATIONS|
|Australian Equities Fund||Download||Download||Download||Read updates|
|Australian Equities Income Fund||Download||Download||Download||Read updates|
|Emerging Companies Fund||Closed to new investors – additional applications from existing investors only||Download||Download||Read updates|
|Global Small Companies Fund||Download||Download||Download||Read updates|
|High Conviction Equities Fund||Download||Download||Download||Read updates|
|International Fund - Class B||Download||Download||Download||Read updates|
|International Fund - Class E||Download||Download||Download||Read updates|
|International Fund - Managed Risk||Download||Download||Download||Read updates|
|International Fund - Ethical Opportunity||Closed to new investors - additional applications from existing investors only||Download||Download||Read updates|
|International Fund - Ethical||Download||Download||Download||Read updates|
|WHEB Sustainable Impact Fund||Download||Download||Download||Read updates|
Simply follow the instructions on your application or additional investment form.
Pengana International Equities Limited (ASX: PIA) - Listed Investment Company
Pengana Private Equity Trust (ASX: PE1) - Listed Investment Trust
Pengana International Equities Limited and Pengana Private Equity Trust shares are traded on the Australian Securities Exchange (ASX) under the ticker code 'PIA' and ‘PE1’ respectively.
If you are a first time investor, you purchase shares through a stockbroker in the same way as you buy shares in other companies.
If you do not have a stock broker, the ASX provides a service which can assist you in choosing a stock broker. Please visit their site.
Once you become a shareholder, you may be able to participate in the Companies' Dividend Reinvestment Plan (DRP) or future Share Purchase Plan (SPP) if any. These plans are offered at the Directors' discretion.