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PINNACLE SUMMIT 2022

Pinnacle Active ETFs and LICs – Which Listed Fund for your portfolio?

Andrew and Daryl share their views on the pros and cons of seven of Pinnacle’s active ETFs and LICs and where they fit in a client’s portfolio.

Pinnacle Exchange-Listed and Traded Funds Flyer
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Important Information
This communication was prepared by Pinnacle Investment Management Limited (ABN 66 109 659 109 AFSL 322140) (‘Pinnacle’) as distributor of the Antipodes Global Shares (Quoted Managed Fund) ARSN 625 560 269, the Metrics Master Income Trust ARSN 620 465 090, the Spheria Emerging Companies ACN 621 402 588, the Plato Income Maximiser ACN 616 745 215, the Hyperion Global Growth Companies Fund (Managed Fund) (ARSN 611 084 229) and the Resolution Capital Global Property Securities Fund (Managed Fund) (ARSN 128 122 118). Pinnacle also distributes the Actively Managed Hybrid Securities ASX:HBRD investment strategy and the Active Composite Bond Fund (Hedge Fund) (FIXD), managed by Coolabah Capital Investments. Pinnacle Fund Services Limited (‘PFSL’) (ABN 29​ 082​ 494​ 362,​ AFSL 238​371)​ is the product issuer of the Antipodes Global Shares (Quoted Managed Fund) ARSN 625 560 269, the Hyperion Global Growth Companies Fund (Managed Fund) (ARSN 611 084 229) and the Resolution Capital Global Property Securities Fund (Managed Fund) (ARSN 128 122 118). PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22​ 100​ 325​ 184). Any potential investor should consider the Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) before deciding whether to acquire, or continue to hold units in a fund. Investment can be made on the PDS available from the Manager. It contains general information only, for multiple distribution, and has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so. Before making an investment decision, you should consider the relevant offer document available at www.asx.com.au and assess whether the product is appropriate given your objectives, financial situation or needs. While Pinnacle believes the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Pinnacle disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. Any opinions and forecasts reflect the judgment and assumptions of Pinnacle and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in these presentations are estimates only and may not be realised in the future. Past performance is for illustrative purposes only and is not indicative of future performance.