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This document is an application form for trusts and self-managed superannuation funds to invest in the Pengana Emerging Companies Fund. It includes sections for providing trust details, trustee information,
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How to fill out pengana emerging companies fund
How to fill out Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds
01
Read the instructions provided with the application form carefully.
02
Gather necessary documentation for the trust or self-managed superannuation fund, including trust deeds and identification.
03
Complete the application form by providing details of the trust or SMSF, including name, address, and ABN.
04
Fill in the investor details, ensuring all information is accurate and up to date.
05
Indicate the amount intended to invest in the Pengana Emerging Companies Fund.
06
Sign the application form where required, ensuring that all necessary signatures are obtained.
07
Submit the completed application form along with any required documentation to the specified address or via the recommended submission method.
Who needs Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
01
Trustees of discretionary trusts looking to invest in emerging companies.
02
Self-managed superannuation funds seeking to diversify their investment portfolios.
03
Investors who are interested in gaining exposure to Australian emerging companies through a structured fund.
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People Also Ask about
What is the performance of Pengana emerging companies fund?
Pengana Emerging Companies's one-year total return is 10.26%. This was made up of a growth return of 1.75% and an income return of 8.51%. These returns were calculated as at 31 May 2025.
What is the average management fee for a hedge fund?
Hedge funds seek to utilize unique strategies to generate alpha: beating the returns of the market. For their services, hedge funds charge two fees: a management fee, which is generally 2% of assets under management, and a performance fee, which is usually 20% of fund growth.
What is the standard fund management fee?
Management fees typically range from 1% to 4% per annum, with 2% being the standard figure. Therefore, if a fund has $1 billion of assets at year-end and charges a 2% management fee, the management fee will be $20 million.
What is the management fee for the Pengana Emerging Companies Fund?
A Management fee of 1.334% pa of the Fund's NAV.
What is a reasonable fee for a managed investment fund?
Of course, fees for investment management vary across investment instruments based on complexity, active management, and operational costs: Mutual funds & ETFs. Typically, the range is between 0.02% and 1.5%, with passive index funds on the lower end and actively managed funds on the higher end.
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What is Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
The Pengana Emerging Companies Fund - Application Form is a document that allows trusts and self-managed superannuation funds (SMSFs) to apply for investment in the Pengana Emerging Companies Fund, which focuses on investing in small to medium-sized companies with growth potential.
Who is required to file Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
Trusts and self-managed superannuation funds (SMSFs) that wish to invest in the Pengana Emerging Companies Fund are required to file this application form.
How to fill out Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
To fill out the application form, applicants must provide their trust or SMSF details, include relevant identification information, specify the amount they wish to invest, and sign the declaration at the end of the form.
What is the purpose of Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
The purpose of the application form is to facilitate the investment process for trusts and SMSFs in the Pengana Emerging Companies Fund, ensuring compliance with regulatory requirements and collecting necessary investor information.
What information must be reported on Pengana Emerging Companies Fund - Application Form For Trusts and Self Managed Superannuation Funds?
The application form requires reporting of the trust or SMSF name, registration details, investment amount, contact information, identification of trustees or responsible persons, and any other relevant documentation as requested.
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