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Get the free Pengana Emerging Companies Fund Application Form For Individuals And Sole Traders

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This document serves as the application form for individuals and sole traders wishing to invest in the Pengana Emerging Companies Fund, detailing necessary information for application and investment
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How to fill out Pengana Emerging Companies Fund Application Form For Individuals And Sole Traders

01
Obtain the Pengana Emerging Companies Fund Application Form from the official Pengana website.
02
Read the instructions carefully provided with the form to understand the requirements.
03
Fill in your personal details including your name, address, and contact information in the designated fields.
04
Provide your tax file number (TFN) or exemption details if you are an Australian resident.
05
Indicate your investment amount and how you would like your distributions to be paid (e.g., reinvested or paid directly).
06
Complete the identification and verification section as requested, including any necessary identification documents.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form to confirm your application.
09
Submit the form to Pengana via the specified method (e.g., via post or electronically).

Who needs Pengana Emerging Companies Fund Application Form For Individuals And Sole Traders?

01
Individuals looking to invest in the Pengana Emerging Companies Fund.
02
Sole traders seeking to allocate funds for investment in emerging companies.
03
Investors interested in diversifying their portfolios through a managed fund.
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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.
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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.
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.
A Management fee of 1.334% pa of the Fund's NAV.

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The Pengana Emerging Companies Fund Application Form For Individuals And Sole Traders is a document used by individuals and sole traders to apply for investment in the Pengana Emerging Companies Fund, which focuses on investing in emerging companies.
Individuals and sole traders who wish to invest in the Pengana Emerging Companies Fund are required to fill out and file this application form.
To fill out the form, applicants must provide personal details, investment amounts, and any relevant identification information as specified in the form instructions.
The purpose of the application form is to officially record an individual's or sole trader's intention to invest in the fund and to gather necessary information for compliance and investment processing.
The form requires reporting of personal identification details, contact information, financial information regarding the investment, and any relevant tax information.
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