Pella Funds Management
Manager Overview
Based in Sydney, Australia, Pella Funds Management is a fund manager that specialises in Responsible Investing. Pella is structured to be fully aligned with their targets and stakeholders. All Pella employees are shareholders in the company and their policy is for employees to have all their global equities exposure in Pella's funds. Pella is a signatory of the UN Global Compact and RIAA.
Manager's responsible investing approach
Pella is a global socially responsible investor seeking high quality companies with favourable valuations and superior ethical and Environmental, Social and Governance (ESG) credentials. Responsible Investing guides Pella towards more sustainable investments by directing investments towards behaviours and activities that provide benefits to the greatest number of stakeholders and are aligned with human nature. The net result is a more sustainable investment approach. To amplify the benefits of this approach Pella focuses on the two parts of Responsible Investing as it seeks to minimize exposure to anti-Responsible Investing behaviour while maximising exposure to pro-Responsible Investing behaviour.
Pella Global Generations Fund (Class B)
Strategy Summary
The Pella Global Generations Fund is managed for AUD-returns. It is a portfolio of 30-50 highly cash flow generative businesses that are growing, attractively valued with fortress balance sheets and outstanding Environmental, Social and Governance ("ESG") credentials. The Fund invests principally in listed (or soon to be listed) global equities. The Fund aims to sustainably and consistently deliver greater AUD returns, lower volatility, and superior ESG to the MSCI All Country World Total Return Index (net, AUD).Key Terms
| Status: | Open | Inception Date: | Jan 2022 |
| Strategy: | Equity Long | Style: | Blend |
| Geography: | Global | Domicile: | Australia |
| Investors: | Wholesale & Retail | Min. Investment: | AU$25000 |
| Mgmt. Fee: | 0.65% | Perf. Fee: | 15% |