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Australian Listed Investment Company Report - August 2021

IIR Reaffirms Recommended Rating for Pengana International Equities Limited ((PIA)) IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked. This compares to the total dividends of 5 cents per share in FY20. The Board has confirmed that, in the absence of unforeseen circumstances, it expects to reset the target quarterly dividend to 1.35 cents per share, franked to the maximum extent possible. This represents an annual dividend of 5.4 cents per share.

Monash restructures LIC to launch ETF: We will not be the last

Will ANTs spoil Mutual Funds Picnic?

By Grant Engelbart, CFA, CAIA – Senior Portfolio Manager Just what the world needs, more acronyms. While there isn’t yet an industry-agreed upon term, the active non-transparent (ANT) ETF structure is fresh and new. Non-transparent Active (NTA) might flow better, but it’s not as fun. Either way, the ETF industry has been waiting for some time for the launch of these specific type of ETF after the launch of the Exchange-Traded Managed Fund (ETMF) to limited success in 2014. Let’s look at why or why not these could be game changers in the industry (ETF 2.0 as some call it) and then examine the current structures and products.

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