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This document is a Product Disclosure Statement (PDS) and Supplemental Product Disclosure Statement for the Pengana Australian Equities Fund, detailing investment objectives, guidelines, risks, fees,
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How to fill out pengana australian equities fund
How to fill out Pengana Australian Equities Fund
01
Visit the Pengana website or the specific page for the Australian Equities Fund.
02
Download or request the application form for the fund.
03
Provide your personal details including your name, address, and contact information.
04
Fill in your financial details, such as your income and any assets you hold.
05
Specify your investment amount and any choice regarding distribution options.
06
Read and understand the Product Disclosure Statement (PDS) for the fund.
07
Sign and date the application form.
08
Submit the application form along with any required identification documents.
09
Wait for confirmation from Pengana regarding your investment.
Who needs Pengana Australian Equities Fund?
01
Investors looking for exposure to the Australian equities market.
02
Individuals seeking to diversify their investment portfolio.
03
Business entities wanting to invest in Australian stocks for potential growth.
04
Retirees seeking a source of income through dividends.
05
Financial advisors recommending managed funds to their clients.
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People Also Ask about
What is the safest investment with the highest return in Australia?
Australian government bonds, for example, are considered some of the safest investment vehicles globally. Predictable Returns: Low-risk investments are designed to generate steady and consistent income.
What is an Australian equity fund?
A managed fund that invests in a range of Australian companies. The QuayStreet Australian Equity Fund invests in a portfolio of shares from the Australian market, targeting returns above the long term performance of the Australian sharemarket.
Why invest in Australian equities?
Returns from Australian equities Holding Australian equities in your portfolio brings the potential for returns from capital growth and dividends. As the market value of a company increases when its share price appreciates, your equity investment in that company grows in value too.
What is the best performing fund in Australia?
Six superannuation providers topped the list in Canstar's 2025 Superannuation Star Ratings and Awards: Australian Retirement Trust. AustralianSuper. Aware Super. HESTA. Hostplus. UniSuper. Effect of Annual Returns On Superannuation Balance at Retirement.
What is the performance of Pengana Axiom International fund?
Pengana Axiom International's one-year total return is 11.05%. This was made up of a growth return of -5.84% and an income return of 16.89%. These returns were calculated as at 30 Jun 2025.
What is the performance of Pengana Australian Equities fund?
Pengana Australian Equities Class A's one-year total return is 12.71%. This was made up of a growth return of -0.18% and an income return of 12.89%. These returns were calculated as at 30 Jun 2025.
What is the return on Fidelity Australian equities?
Fidelity Australian Equities's total return last month was 0.74%. This was made up of a growth return of 1.25% and an income return of -0.51%. These returns were calculated as at 30 Jun 2025.
What is Pengana Holdings Pty Ltd?
Pengana Holdings Pty Ltd. is a publicly owned investment manager. The firm invests in the public equity and fixed income markets across the globe. The firm uses investment products that employ active strategies with non-benchmark mandates.
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What is Pengana Australian Equities Fund?
The Pengana Australian Equities Fund is an investment fund that focuses on investing in Australian equities, aiming to provide investors with capital growth and income through exposure to the Australian share market.
Who is required to file Pengana Australian Equities Fund?
Individuals and entities that invest in the Pengana Australian Equities Fund are required to file relevant documentation or reports as required by regulatory authorities, primarily for tax purposes and investment performance tracking.
How to fill out Pengana Australian Equities Fund?
To fill out the Pengana Australian Equities Fund application or any related forms, investors must provide personal identification details, financial information, and investment preferences, ensuring all specified requirements are met.
What is the purpose of Pengana Australian Equities Fund?
The purpose of the Pengana Australian Equities Fund is to provide investors with a diversified investment in Australian companies aimed at achieving long-term capital appreciation and income generation.
What information must be reported on Pengana Australian Equities Fund?
Investors must report information such as investment performance, dividends received, tax implications, and any changes in personal or financial status that may affect their investment in the Pengana Australian Equities Fund.
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