Pella Funds Pty Limited

Central to Pella’s strategy is the integration of growth potential and risk characteristics into an investment’s valuation. Pella targets companies that are not only financially sound and positioned for future growth. Investment decisions are driven by a proprietary model that evaluates the appropriate pricing of stocks based on their risk profiles and growth expectations.

Portfolios are diversified across sectors and regions, enhancing performance stability through market cycles and mitigating risk while seizing diverse growth opportunities. This approach targets lower volatility and strong returns, delivering both financial and Responsible Investing outcomes for clients.

Further information on Pella may be found at https://www.pellafunds.com/

Pella is responsible for investing the assets of the Fund in compliance with investment guidelines agreed between the Manager and the Investment Manager from time to time. The investment guidelines are set to ensure the Fund remains invested within limits documented in the SIPO.