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Everything from Pengana Capital

Floating rate income can deliver rate rise benefits and diversification for portfolios

From Pengana Capital

Income investments which target floating rate payments can add valuable diversification to income portfolios, as rate rises eat into fixed rate interest returns, according to Dean Weinbren, Managing Executive for

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02 Oct 2026

AIX secures ByteDance investment at significant discount as AI portfolio buildout accelerates

From Pengana Capital

The AI Private Opportunities Trust (ASX: AIX) has secured an initial 15% portfolio allocation to global AI powerhouse, ByteDance, at an implied company valuation of US$450 billion, a meaningful discount

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09 Jul 2026

Market-first AIX to list after raising $267 million

From Pengana Capital

Pengana Capital Group has announced the successful completion of the capital raising for its market-first AI Private Opportunities Trust, AIX, which raised $267 million from wholesale investors and clients of

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29 Jun 2026

Market-first global AI investment trust AIX clears minimum subscription, eyes $350 million raising

From Pengana Capital

Pengana Capital Group has announced it is planning to raise up to $350 million for its market-first AI listed investment trust, to be called AIX, which will aim to invest

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04 Jun 2026

Pengana International Equities Limited snares Antipodes as manager in overhaul

From Pengana Capital

The $322 million Listed Investment Company, Pengana International Equities Limited (ASX: PIA), confirmed it has snared one of the highest performing global equities managers in the Australian market, Antipodes, to

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12 May 2026

Pengana to launch IPO for ASX Listed Trust investing in some of the world’s leading private AI Companies

From Pengana Capital

Pengana Capital Group has agreed with US-based global private equity specialist, GCM Grosvenor, to launch an IPO for an innovative self-liquidating ASX listed trust structure that will invest in unlisted

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05 May 2026

Uptick in IPOs bringing confidence and liquidity to global private equity markets

From Pengana Capital

Confidence and liquidity appear to be returning to global private equity with early indications from 2026 pointing to a long overdue uptick in IPO activity supporting valuations, deal conditions, and

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23 Feb 2026

Diversification critical in private credit due to unpredictable dynamics in markets: Pengana

From Pengana Capital

Diversification in private credit investing is becoming more important for income investors, due to unpredictable dynamics in financial markets coupled with geopolitical uncertainty, according to a private credit expert. The

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18 Feb 2026

Lonsec upgrades Pengana global private credit vehicle, and provides initial Recommended rating for wholesale private credit fund

From Pengana Capital

Two of Pengana Credit’s global private credit investment vehicles have been given a Recommended rating by Lonsec, while the company’s innovative online term accounts, TermPlus, have received an initial Investment

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08 Dec 2025

Pengana appoints Senior Portfolio Manager to Australian equities team

From Pengana Capital

Pengana Capital Group has added senior Australian equities investment expertise to its ranks, with the appointment of Michael Maughan as a Senior Portfolio Manager within the Pengana Australian Equities team.

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14 Nov 2025

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CPD: Intergenerational wealth – When the responsibility transfers before the money
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CPD: A practical system for building client confidence – Value of Advice (Part 1)
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CPD: When a little knowledge is dangerous – countering the financial ‘guidance’ your clients are getting from AI
Move over, Google The expression “a little knowledge is a dangerous thing” seems particularly appropriate to financial decisions, where the amounts at stake and the inherent complexity make the risk [...]
CPD: A review of the Code of Ethics (part two)
This article, proudly sponsored by GSFM, examines standards seven to twelve of the Code of Ethics. Standards one to six were examined in a previous article you can read here. [...]