Pengana International Equities Limited (ASX: PIA)

Product Name

Pengana International Equities Limited (ASX: PIA)

Issuer

Pengana Capital

Category

Investment

Type

Listed Investment Company (LIC)

Target

Retail, Wholesale

Certified Since

2006

Asset Classes

International equities

Markets

Australia, New Zealand

Investment Approaches

Negative Screening, ESG Integration

It Includes:

  • No inclusions5 No inclusions

It fully excludes:

  • Riaa icons 56 Animal cruelty
  • Riaa icons 36 Armaments
  • Riaa icons 33 Fossil fuels
  • Riaa icons 42 Gambling
  • Riaa icons 52 Human rights abuses
  • Riaa icons 38 Labour rights violations
  • Riaa icons 34 Logging
  • Riaa icons 50 Nuclear power
  • Riaa icons 35 Tobacco

Overview

Pengana International Equities Limited (ASX: PIA) is a Listed Investment Company (LIC) that has traded on the ASX since 19 March 2004. The sole purpose of Listed Investment Companies is to manage investments on behalf of its shareholders. They are often referred to as closed-end funds. PIA gives investors easy access to an ethically screened diversified portfolio of global equities that is managed by Pengana Capital Group. The objective of PIA is to obtain returns greater than the MSCI All Country World Total Return Index (net, AUD) (‘Index’) and with lower volatility than the Index, over the medium to long term. Investors can become shareholders in PIA by purchasing the company's shares through any stockbroker or on-line broker.


Description


Pengana is committed to the concept of responsible investing and seeks to avoid investing in businesses that are, in its opinion, involved in activities that may be harmful to people, animals or the environment. n

Pengan International Equities Limited (ASX: PIA) utilises a negative screening process which seeks to avoid investment in companies that derive operating revenues from direct and material business involvement in: the manufacture or sale of weapons and weapons components, tobacco manufacture, gambling outlets or systems, intensive animal farming, animal testing for cosmetics, activities that give rise to human rights violations, unremediated destruction of the environment, uranium mining and nuclear reactors and fossil fuel exploration, production, refining, storage and transportation.

Other products certified by the Responsible Investment Association Australasia (RIAA)

Pengana High Conviction Equities Fund

Pengana International Fund - Ethical Opportunity

Pengana International Fund - Ethical

Pengana WHEB Sustainable Impact Fund

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