The Association of Real Return Investment Advisers (ARRIA) launched the Pengana Portfolio Optimisation tool as the first system available to its members. This tool is designed to assist advisers in constructing and reviewing client portfolios. “We are pleased to be able to provide this optimisation tool, developed by Pengana, for the exclusive distribution to ARRIA […]
Pengana
Pengana Australian Equities Market Neutral Fund has returned 9.6% pa over past 5 years with zero correlation to the ASX 300
Market neutral strategies work – five years of proof in Pengana returns Set the risk target first and then set portfolio – approach is gaining traction Market Neutral Fund returned 19.2% after fees in 2013 1 yr 3yr 5yr PAEMNF 19.2% 9.6% 9.6% Benchmark (RBA Cash) 2.8% 3.7% 3.8% Pengana questions the portfolio […]
Use of Alternatives Category is incorrect
Use of Alternatives Category is incorrect: Pengana Capital The grouping of a wide range of ‘non-traditional’ strategies into an Alternatives category is: Of limited value for investors Makes very little sense in portfolio construction When constructing portfolios, it has become quite common in the retail space to lump all “non-traditional” strategies into an Alternatives category […]
The high cost to investors in the drive for lower MERs
Reducing MERs with index funds is not the best solution to volatile investment markets.