Fund overview


The PAN-Tribal Global Equity Fund aims to deliver long-term capital growth. It seeks to outperform the MSCI ACWI (in AUD) over the medium to long-term by investing in companies with attractive long-term growth potential in both developed and developing markets.

The investment tenet underpinning the PAN-Tribal Global Equity Fund is the belief that investing in durable companies with expanding earnings at value prices and holding them for the long-term is an effective way to build and preserve capital.


Key features of the PAN-Tribal Global Equity Fund


  • Managed using the ‘Davis Investment Discipline‘, an unconstrained buy-and-hold approach that seeks to generate excess returns over multi-year periods
  • Represents high conviction ideas from a universe of global investment opportunities, not restricted by market cap, country, sector, or industry constraints
  • Long only
  • Low turnover
  • Benchmark agnostic
  • A focus on buying businesses rather than trading stocks.

“We seek companies that wisely invest their capital and reap superior returns on that investment.”

Chris Davis – Chairman, Portfolio Manager and Research Analyst, Davis Advisors

Fund facts

* these amounts may be varied if investment is made via a platform.

Unit Prices

Historical Unit Prices


PAN-Tribal Global Equity Fund

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Information about the June 2024 distribution

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Product Disclosure Statement & Application Form

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For the Target Market Determination (TMD) document for the Fund, please click here to download.


For additional applications, redemption requests or change of details forms please contact PAN-Tribal Asset Management on +61 3 9654 3015 for assistance.


By accessing this section of our website, you confirm that you satisfy the “sophisticated investor” criteria as defined in the Corporations Act 2001 and that you agree that the information contained herein is general information and cannot be relied on as a substitute for appropriate financial or professional advice tailored to your circumstances.


PAN-Tribal Global Equity Fund – Reference Guide

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PAN-Tribal Global Equity Fund – Fund Profile

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PAN-Tribal Global Equity Fund – FAQs

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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.