Product Name |
Pengana High Conviction Equities Fund |
Issuer |
Pengana Capital |
Category |
Investment |
Type |
Fund or Trust |
Target |
Retail, Wholesale |
Certified Since |
2016 |
Asset Classes |
International equities |
Markets |
New Zealand, Australia |
Investment Approaches |
Negative Screening, ESG Integration |
It Includes: |
|
It has some level of screening for: |
|
It fully excludes: |
|
Broker | Responsible Returns |
URL | https://www.responsiblereturns.com.au/investment-options/pengana-high-conviction-equities-fund/profile |
Overview
The objective of the High Conviction Equities Fund (HCF) is to achieve capital growth over the long term by investing in an ethically screened portfolio of Australian and international equities. The HCF is managed by Pengana Capital Group using a 'value' investment style based on fundamental analysis of individual companies. It primarily invests in, but is not limited to, companies listed on the Australian and international stock exchanges, although it can hold up to 100% cash. It's portfolio is highly concentrated with typically no more than 20 stocks. A majority of the portfolio may be made up of small, illiquid companies that may result in the loss of some or all of the capital invested. A single stock could make up the majority of the portfolio.
Description