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.

PAN-Tribal Global Equity Fund takes the award!

We’re delighted to announce the PAN-Tribal Global Equity Fund is the winner of the Money Management/Lonsec Fund Manager of the Year Award – Global Equity (Large Cap) – 2018.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; research house Lonsec uses a three-step process to select finalists and the winner in each category:READ MORE

Award nomination – for the second year running!

Money Management has just announced the finalists for its 31st annual Fund Manager of the Year Awards…and for the second year in a row, the PAN-Tribal Global Equity Fund has been shortlisted as one of three finalists in the Global Equity – Broad Cap category.

The Fund Manager of the Year Awards recognise excellence across the funds management industry; finalists and winners are determined by Lonsec, based on a rigorous selection process. Lonsec employs a blend of its proprietary forward looking qualitative research approach, overlaid with a quantitative, performance-based filter. The result? The funds that Lonsec believes are ‘best of breed’ in each category.

In commenting on the nomination, CEO Colin Woods said, “I am delighted the Fund has once again been recognised amongst its peers.”

“It has performed very well since it was launched just over three years ago, and it’s pleasing to see the traction it is getting with a growing number of dealer groups and platforms.”

The awards night will be held on 10 May 2018.

A new appointment to bolster PAN-Tribal’s distribution team

PAN-Tribal Asset Management is pleased to announce the appointment of Nick Baring as its second Victorian-based Key Account Manager.

Nick joins David Myers (VIC), Matthew Mantle (QLD), Mark Aufderheide and Ken Jiang (NSW) in leading the distribution effort of the PAN-Tribal Global Equity Fund. The Fund, launched in November 2014, is managed by New York-based Davis Advisors and over the one and three years ended 31 January 2018, outperformed its benchmark by 8.58% and 3.90% p.a. (net of fees)^ respectively.READ MORE

Lonsec upgrades the PAN-Tribal Global Equity Fund

As a result of Lonsec’s in-depth Global Equity review process, it has upgraded its rating of the Pan-Tribal Global Equity Fund.

Lonsec’s research report noted:

“Lonsec believes the Manager has a strong investment philosophy underlying its investment process, based around finding durable businesses with expanding earnings and investing in them at ‘value’ prices for the long term. That this has remained consistent since the firm started in 1969 through a number of market cycles is also viewed positively.”READ MORE

New Board member for Pan-Tribal

Pan-Tribal is pleased to announce the appointment of Mr Peter Kerr OAM to its Board. Peter is a partner of Kemp Strang Lawyers and is currently a director of the Physiotherapy Board of Australia and Australian Kookaburra Kids Foundation.READ MORE