Get the free Pengana Australian Equities Market Neutral Fund Class A

This document is a Product Disclosure Statement for the Pengana Australian Equities Market Neutral Fund, outlining important information regarding the fund's investment strategy, risks, fees, and

How to fill out pengana australian equities market

How to fill out Pengana Australian Equities Market Neutral Fund Class A

1. Obtain the application form for the Pengana Australian Equities Market Neutral Fund Class A from the Pengana website or a financial advisor.
2. Review the fund's Product Disclosure Statement (PDS) to understand the investment strategy and risks.
3. Fill in your personal details including name, address, and contact information on the application form.
4. Indicate the amount you wish to invest in the fund.
5. Choose the preferred payment method (bank transfer, cheque, etc.) and provide necessary payment details.
6. Complete any relevant tax information, such as your Tax File Number (TFN) or Australian Business Number (ABN), if applicable.
7. Sign and date the application form to confirm your investment request.
8. Submit the completed application form along with the payment to Pengana or through your financial advisor.

Who needs Pengana Australian Equities Market Neutral Fund Class A?

1. Investors looking for a diversified investment option to expose themselves to the Australian equities market while minimizing risk.
2. Individuals seeking a market-neutral strategy that aims to reduce volatility and potential drawdowns.
3. Financial advisors wanting to recommend a stable asset class that could serve as a hedge in varying market conditions.

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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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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 performance of Pengana Small Cap fund?

Pengana Global Small Companies's total return last month was -0.15%. This was made up of a growth return of -6.81% and an income return of 6.66%. These returns were calculated as at 30 Jun 2025.

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.

For pdfFiller’s FAQs

What is Pengana Australian Equities Market Neutral Fund Class A?

The Pengana Australian Equities Market Neutral Fund Class A is an investment fund that aims to achieve positive returns through a market neutral investment strategy, primarily focusing on Australian equities. The fund seeks to provide investors with capital appreciation while minimizing market risk.

Who is required to file Pengana Australian Equities Market Neutral Fund Class A?

Entities that manage or invest in the Pengana Australian Equities Market Neutral Fund Class A, including investment managers, fund administrators, and potentially investors who have holdings in the fund, may be required to file relevant documentation for compliance and regulatory purposes.

How to fill out Pengana Australian Equities Market Neutral Fund Class A?

To fill out the relevant documentation for the Pengana Australian Equities Market Neutral Fund Class A, individuals should provide personal and financial information as required, including their investment amount, contact details, and any required identification forms as specified by the fund's guidelines.

What is the purpose of Pengana Australian Equities Market Neutral Fund Class A?

The purpose of the Pengana Australian Equities Market Neutral Fund Class A is to provide investors with a vehicle that seeks to generate positive returns regardless of market conditions by using a market neutral strategy, which involves both long and short positions in Australian equities.

What information must be reported on Pengana Australian Equities Market Neutral Fund Class A?

Information that must be reported includes the fund’s performance, asset allocation, investment strategy details, fees and expenses, risk factors, and compliance with financial regulations, as well as any changes to fund management or structure.