Pengana Global Small Companies
PCL0022AU
Pengana Global Small Companies PCL0022AU Strategy
The Pengana Global Small Companies Fund is managed by specialist US-based manager Lizard Investors LLC. Lizard believes that unique opportunities exist due to limited available research, corporate actions or unfavourable investor perception. The investment manager uses a value-oriented approach to identify and invest in quality businesses that create significant value but are mispriced, overlooked, or out of favour. The portfolio is well-diversified across different geographies and industries.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Listed Investment Companies monthly performance: June 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds
Listed Investment Companies monthly performance: May 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,941.50 | 15.30 | 0.17% |
| CAC 40 | 7,798.22 | 24.45 | -0.31% |
| DAX 40 | 24,307.80 | 18.29 | 0.08% |
| Dow JONES (US) | 44,323.07 | 19.12 | -0.04% |
| FTSE 100 | 9,012.99 | 20.87 | 0.23% |
| HKSE | 25,071.37 | 77.23 | 0.31% |
| NASDAQ | 20,974.18 | 78.52 | 0.38% |
| Nikkei 225 | 39,774.92 | 44.19 | -0.11% |
| NZX 50 Index | 12,833.74 | 127.77 | -0.99% |
| S&P 500 | 6,305.60 | 8.81 | 0.14% |
| S&P/ASX 200 | 8,677.20 | 9.00 | 0.10% |
| SSE Composite Index | 3,578.71 | 18.92 | 0.53% |