How to invest

New investors

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.

Existing investors

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.

 

APPLICATION FORMS

To apply, download and complete the Application for Additional Investment form.

For any assistance, please contact our client service team at any time. clientservices@pengana.com 

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
PanAgora Absolute Return Global Equities Fund Download Download Download Read updates
WHEB Sustainable Impact Fund Download Download Download Read updates

Transfer funds

Simply follow the instructions on your application or additional investment form.

Listed Products:

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.

If you would like to participate in the Companies’ DRP, please click here to access the Pengana International Equities Limited form or here to access the Pengana Private Equity Trust form.