NEWS

PAN-Tribal Expands Distribution Team

PAN-Tribal Asset Management is pleased to announce the appointment of Dane Cuthbert to the role of Key Account Manager NSW/ACT.

Dane joins David Myers (VIC/SA/WA), Nick Baring (VIC/TAS), Matthew Mantle (QLD) and Mark Aufderheide (NSW/ACT) in leading the distribution effort across PAN-Tribal’s product offerings.

Dane joined PAN-Tribal in 2021 having spent the past 6 years working in Business Development and Account Management for the BT Financial Group and more recently with Fidante Partners.

Leveraging his strong understanding of investments Dane has successfully built strong relationship with a diverse range of clients. Dane has a Bachelor of Business (Majoring in Economics) and has successfully completed Level 1 & 2 of the CFA Certificate.

If you would like to learn more about the PAN-Tribal product offerings which include the ATLAS Infrastructure Australian Feeder Fund, the Barwon Global Listed Private Equity Fund AF and the PAN-Tribal Global Equity Fund, please feel free to contact Dane on 0448 534 418 or dane.cuthbert@pantribal.com.au.

ATLAS Infrastructure awarded Recommended Rating by Zenith Investment Partners

We are extremely pleased to announce that Zenith Investment Partners has awarded a Recommended rating to the ATLAS Infrastructure Australian Feeder Fund.

ATLAS Infrastructure (ATLAS) was established in 2016 with the backing of Global Infrastructure Partners (GIP), one of the world’s largest direct infrastructure investors. As at February 28 2021, ATLAS had amassed funds under management (FuM) of A$1.9 billion. In the Australian market ATLAS has chosen to work with PAN-Tribal Asset Management as its distribution partner.

Hedged and Unhedged classes of the Fund are currently available via 12 different platforms:

  • Asgard
  • BT Panorama
  • BT Wrap
  • HUB24
  • Macquarie Wrap
  • Mason Stevens
  • MLC Wrap
  • Navigator
  • netwealth
  • OneVue
  • Powerwrap
  • Praemium

 

“Zenith has a favourable view of the well-resourced team and investment process including the detailed climate policy scenario modelling. Overall, Zenith believes that ATLAS’ approach to ESG within the investment process is comprehensive, which represents a point of difference relative to peers.”

“Zenith notes that ATLAS’ approach is more systematised and comprehensive than peers and goes one step further with the scenario analysis. Effective as at February 28 2021, the Fund has outperformed the Zenith assigned benchmark over the short term and since inception. This performance sees the Fund in the first quartile of the peer group, outperforming the median manager.”

To view the media release, please click here.

 

Important information

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned March 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/Regulatory Guidelines.

ATLAS Infrastructure wins Morningstar Australia Award!

We’re delighted to announce that ATLAS Infrastructure is the winner of Morningstar Australia’s Fund Manager of the Year: Undiscovered Manager for 2021.

The Undiscovered Manager award recognises managers or specific funds with strong investment merit that Morningstar considers worthy of bringing to the market’s attention. The manager may be newer to the broader market but has a successful track record offshore or in the institutional space.

Morningstar Australia noted that ATLAS’ strategy, with strong growth in the institutional space, is worthy of attention from investors looking to allocate to infrastructure commenting that “an experienced team spread between London and Sydney forms the bedrock of this promising strategy.”

In accepting the award, David McGregor, Partner, thanked his fellow team members at ATLAS for all their hard work during what has been a challenging year and also extended his gratitude to their existing investors for their support and to PAN-Tribal who have come onboard over the last 12 months.

The ATLAS Infrastructure Australian Feeder Fund is currently available on the following platforms: Asgard, BT Panorama, BT Wrap, HUB24, Macquarie Wrap, Mason Stevens, MLC Wrap, Navigator, netwealth, OneVue, Powerwrap, Praemium, and uXchange.

 

For more information regarding the award or ATLAS Infrastructure, please contact:

Colin Woods Chief Executive Officer
E: colinwoods@pantribal.com.au
M: 0410 499 357

David Myers Key Account Manager (VIC/SA/WA)
E: david.myers@pantribal com.au
M: 0413 051 376

Matthew Mantle Key Account Manager (QLD)
E: matthew.mantle@pantribal com.au
M: 0408 451 549

Mark Aufderheide Key Account Manager (NSW/ACT)
E: mark.aufderheide@pantribal.com.au
M: 0408 847 211

Nick Baring Key Account Manager (VIC/TAS)
E: nick.baring@pantribal.com.au
M: 0457 520 297

To read Morningstar’s press release announcing the winners, click here.

 

Important Information

Morningstar Awards 2021©. Morningstar, Inc. All Rights Reserved. Awarded to ATLAS Infrastructure for Fund Manager of the Year: Undiscovered Manager, Australia.

Season’s greetings

From all of us at PAN-Tribal Asset Management, warmest wishes to you and your family for a very happy Christmas. We hope you have the opportunity to rest after what’s been a challenging year and wish you a healthy, happy and successful year ahead. READ MORE

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.

 

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.