Pengana Capital Group

Manager Overview

Pengana Capital Group is a diversified funds management group, with distinct investment strategies that aim to deliver superior risk-adjusted returns to investors, with a focus on capital preservation. Founded in 2003 and headquartered in Sydney, with offices in Melbourne and Singapore, Pengana manages over AUD$4 billion across a range of international and Australian equity strategies. Pengana's premium investment products employ active strategies with non-benchmark mandates, giving the investment teams located in the US, UK, Israel, as well as in Melbourne and Sydney, the freedom to invest in their best ideas. Pengana's business model provides centralised corporate, compliance and distribution support to allow the respective fund managers to focus on managing their investment portfolios.

Manager's responsible investing approach

Pengana Capital Group is committed to best practices in Responsible Investing and is a signatory to the UN's Principles for Responsible Investment (PRI). Pengana sources ESG company research from a specialist provider, and the various ESG frameworks utilised by its strategies are subject to review by a number of independent organisations. It is also committed to sound corporate governance, voting on behalf of investors, and engaging with companies on issues such as board composition, remuneration, corporate accountability, and shareholder rights.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	Goal 1: No Poverty	Goal 2: Zero Hunger	Goal 3: Good Health and Well-Being	Goal 4: Quality Education	Goal 5: Gender Equality	Goal 6: Clean Water and Sanitation	Goal 7: Affordable and Clean Energy	Goal 8: Decent Work and Economic Growth	Goal 9: Industry, Innovation and Infrastructure	Goal 10: Reduced Inequalities	Goal 11: Sustainable Cities and Communities	Goal 12: Responsible Consumption and Production	Goal 13: Climate Action	Goal 14: Life Below Water	Goal 15: Life on Land	Goal 16: Peace, Justice and Strong Institutions	Goal 17: Partnerships for the Goals
Pengana Axiom International Ethical FundPengana Axiom International Ethical Fund	A-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Pengana Axiom International Ethical Fund (Hedged)Pengana Axiom International Ethical Fund (Hedged)	A-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	A-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Pengana High Conviction Equities FundPengana High Conviction Equities Fund	A-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort B-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Pengana High Conviction Property Securities FundPengana High Conviction Property Securities Fund	A-Sort B-Sort	C-Sort B-Sort	A-Sort B-Sort	C-Sort B-Sort	A-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort B-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort
Pengana WHEB Sustainable Impact FundPengana WHEB Sustainable Impact Fund	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort

Contact this manager

Funds

Pengana WHEB Sustainable Impact Fund

Strategy Summary

The Pengana WHEB Sustainable Impact Fund focuses on companies which produce goods and services that provide a positive environmental and social impact. Pengana has appointed UK-based WHEB Asset Management LLP (WHEB) to manage the Fund. The portfolio is actively managed and stock selection is based on deep research integrating financial factors with environmental, social and governance factors.

Key Terms

Status:	Open	Inception Date:	Feb 2018
Strategy:	Equity Long	Style:	Growth
Geography:	Global	Domicile:	Australia
Investors:	Retail	Min. Investment:	AU$10000
Mgmt. Fee:	1.35%	Perf. Fee:	0%

Visit FundMonitors Profile

Insights

9 Sep 2024 US politics sends shockwaves through the... Author: Pengana Capital Group

Markets love to react, and sometimes in ways not immediately predictable. The recent attempted assassination of Donald Trump had immediate ramifications for the renewable energy sector.

Full Article

4 Jun 2024 Cybersecurity - ESG or impact? Author: Pengana Capital Group

Cybersecurity is becoming an increasingly prominent topic. The World Economic Forum published its Global Risks Report for 2024 and cyber-attack was ranked the 5th "most likely to present a material crisis on a global scale in 2024".