Author:Tracey Franks

Three years running…PAN-Tribal Global Equity Fund maintains highest Zenith rating

We’re delighted to announce that the PAN-Tribal Global Equity Fund has maintained its Highly Recommended rating from Zenith.

Zenith describes the International Shares – Global (unhedged) sector as one of the most competitive fields in the investment landscape, based on the number of managers and strategies available to investors. Despite this, the PAN-Tribal Global Equity Fund – which provides a style-neutral, currency unhedged and benchmark unaware exposure to international equities – has been awarded Zenith’s highest rating for the third year running.READ MORE

Important COVID-19 update

PAN-Tribal Asset Management would like to confirm to our investors and the broader financial advisory community that we will be operating as usual throughout Victoria’s Stage 4 COVID-19 restrictions following Premier Andrews’ declaration of a State of Disaster on Sunday, August 2.READ MORE

PAN-Tribal Asset Management signs distribution agreement

PAN-Tribal Asset Management and Barwon Investment Partners are pleased to announce they have signed an exclusive distribution agreement for the Australian marketplace.

Founded in 2006, Barwon Investment Partners focuses on providing innovative investment solutions in the private equity and property asset classes for institutional and wholesale clients. Read more about Barwon Investment Partners.

In the first instance, PAN-Tribal Asset Management will distribute the Barwon Global Listed Private Equity Fund, which has a 12-year track record and has delivered investors 14%* per annum for the past 10 years (at 31 December 2019, net of fees).

The fund invests in a portfolio of listed private equity funds (including buyouts, growth capital, and venture capital) together with listed alternative asset managers. The fund also invests in private equity-backed listed companies.

It typically invests in a portfolio of 15 to 20 securities at any one time, seeking the best opportunities from the investment universe while providing diversification across geographies, deal stages and vintages. Click here to read more about the Barwon Global Listed Private Equity Fund.

“PAN-Tribal Asset Management aims to create wealth for investors by sourcing the best financial products from the best investment managers worldwide,” said PAN-Tribal Asset Management CEO Colin Woods.

“At a time when traditional asset classes are challenged, I believe the Barwon Global Listed Private Equity Fund will fill an important gap for Australian investors.”

* Past performance is not an indication of future performance.

Season’s Greetings

From all at PAN-Tribal Asset Management, warmest wishes to you and your family for a very Merry Christmas and a healthy, happy and successful year ahead in 2020.

PAN-Tribal’s office will close at 2:00pm on Tuesday 24 December, and re-open on Monday 6 January 2020. However, it will be business as usual for our registry service; applications will be processed and unit prices struck and updated on the website on business days during this time.

Stay safe over the festive period and we look forward to working with you in 2020.

Looking back, gazing forward

Danton Goei, the 20-year veteran of Davis Advisors and Portfolio Manager of the PAN-Tribal Global Equity Fund, recently visited Australia. We asked him to share his insights about what happened to global markets in 2018 and why he has a positive view about 2019.READ MORE

Season’s Greetings

All the best to you and your family for a Merry Christmas, and a healthy, happy and successful year ahead from the team at PAN-Tribal Asset Management.

PAN-Tribal’s office will be closed from 21 December through to Monday 14 January. However, it will be business as usual for our registry service; applications will be processed and unit prices struck and updated on the website on business days during this time.

Stay safe over the festive period and we look forward to working with you in 2019.

 

The following information has been prepared by PAN-Tribal Asset Management for use by Sophisticated Investors / Wholesale Clients and Investment Professionals only. No account has been taken of the investment objectives, financial situation or particular needs of any particular person. Information is provided for general information purposes only and does not contain investment recommendations nor provide investment advice, nor is it intended to take the place of professional advice. Investors should not take action in reliance on information contained on this website.

 

Past performance information provided on this website is given for illustrative purposes only and should not be relied upon as (and is not) an indication of future performance. None of PAN-Tribal, its related bodies or associates, nor any other person, guarantees the repayment of capital or the performance of the Fund(s) or any particular returns from the Fund(s). No representation or warranty is made concerning the accuracy of any data contained on this website.

 

I have read the important information above and confirm that I am a Sophisticated Investor / Wholesale Client (as defined under the Corporations Act) and/or Investment Professional and that I wish to proceed.