Pengana High Conviction Equities

HHA0020AU

Pengana High Conviction Equities HHA0020AU Strategy

The High Conviction Equities Fund invests in a concentrated, ethically screened portfolio of not more than 20 Australian and global companies. The fund seeks to identify companies that are significantly undervalued using fundamental analysis. The fund’s Investment Team seeks to invest in securities that mostly exhibit strong cash generation and are trading at less than the Investment Team’s assessment of their intrinsic value.
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

KiwiSaver Survey | December Quarter 2025

KiwiSaver assets increased, ending the quarter at close to NZD 145 billion rising almost $5b this quarter due to a combination of market returns across the board, and inflows.
funds

Australia’s best fund managers chart the course for 2026

How Australian managers are navigating the investment seas.
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Listed Investment Companies monthly performance: December 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 Ordinaries8,954.60104.20-1.15%
CAC 408,273.8435.670.43%
DAX 4024,721.46230.400.94%
Dow JONES (US)50,115.671,206.952.47%
FTSE 10010,369.7560.530.59%
HKSE26,559.95325.29-1.21%
NASDAQ23,031.21490.632.18%
Nikkei 22554,253.68435.640.81%
NZX 50 Index13,444.0223.27-0.17%
S&P 5006,932.30133.901.97%
S&P/ASX 2008,708.8096.70-1.10%
SSE Composite Index4,065.5810.33-0.25%

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