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
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 Ordinaries | 9,163.80 | 5.80 | -0.06% |
| CAC 40 | 8,316.50 | 4.76 | 0.06% |
| DAX 40 | 24,800.91 | 113.97 | -0.46% |
| Dow JONES (US) | 49,500.93 | 48.95 | 0.10% |
| FTSE 100 | 10,473.69 | 27.34 | 0.26% |
| HKSE | 26,705.94 | 138.82 | 0.52% |
| NASDAQ | 22,546.67 | 50.48 | -0.22% |
| Nikkei 225 | 56,806.41 | 135.56 | -0.24% |
| NZX 50 Index | 13,117.91 | 80.27 | -0.61% |
| S&P 500 | 6,836.17 | 3.41 | 0.05% |
| S&P/ASX 200 | 8,937.10 | 8.30 | -0.09% |
| SSE Composite Index | 4,082.07 | 51.95 | -1.26% |