Pinnacle https://pinnacleinvestment.com/ Investment Management Tue, 08 Jul 2025 08:57:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.1 https://pinnacleinvestment.com/wp-content/uploads/cropped-PinnacleLogo-32x32.png Pinnacle https://pinnacleinvestment.com/ 32 32 Pinnacle’s Multi-Affiliate Model: A Boutique Answer to Asset Management’s Scale Obsession https://pinnacleinvestment.com/pinnacles-multi-affiliate-model-a-boutique-answer-to-asset-managements-scale-obsession/ Tue, 08 Jul 2025 08:21:20 +0000 https://pinnacle2021.flywheelstaging.com/?p=15088 Ian Macoun explains why Pinnacle Investment Management is doubling down on a different formula success: independence, specialisation, and strategic support

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7 May 2025

Pinnacle’s Multi-Affiliate Model: A Boutique Answer to Asset Management’s Scale Obsession

This interview was originally published on Citywire by Olivia Bybel on June 18, 2025

 

View the interview online here >

As global asset managers continue to chase scale through consolidation, Pinnacle Investment Management is doubling down on a different formula: independence, specialisation, and strategic support. Founded in 2006 by Ian Macoun and his partners, the business is built around the multi-affiliate model, a structure that seeks to combine the entrepreneurial spirit of boutique investment houses with the operational muscle of a larger institution.

In a recent interview with Olivia Bybel for CityWire’s Selector Show, Macoun outlined the rationale behind Pinnacle’s approach. “We designed it from scratch,” he said. “No compromises.” The model, he argued, is a deliberate response to the structural weaknesses of both traditional asset managers and standalone boutiques. Large firms often become bureaucratic, stifling investment talent under layers of process whereas boutiques, while nimble, frequently lack the infrastructure to scale or meet rising regulatory and operational demands.

Pinnacle’s solution is to offer its affiliates autonomy in investment decision-making while centralising functions such as distribution, compliance, and operations. The result, Macoun claims, is “the best of both worlds”- a structure that allows investment professionals to focus on performance while benefiting from institutional-grade support.

Pinnacle’s own growth underscores the model’s viability. The firm has established a significant footprint in Australia and is now expanding into the UK and Europe. Its London office already supports affiliates such as Aikya Investment Management (Global Emerging Markets) and Life Cycle Investment Partners (Global Equities), both of which were launched under Pinnacle’s start-up framework.

Macoun is candid about the challenges facing European boutiques. “The forces at play are similar globally,” he noted, citing fee compression, regulatory complexity, and the growing burden of non-investment responsibilities. These pressures, he argues, make it increasingly difficult for small firms to remain competitive without external support. Pinnacle’s model, he believes, offers a compelling alternative to either going it alone or being absorbed by a larger conglomerate.

Yet Macoun is wary of the industry’s consolidation trend. “Scale is often the enemy of good investing,” he warned. While mergers may deliver cost efficiencies, he questions whether they serve the long-term interests of clients. “It’s not good for the ultimate investor if we’re sacrificing investment capability at the altar of lower costs.”

Maintaining Pinnacle’s culture as it scales is another priority. Despite its size, the firm operates with a flat structure and a startup ethos. “Heaven forbid we ever became just another bureaucratic funds management organisation,” Macoun said. The firm’s modular design is intended to support growth without compromising agility or investment focus.

In a sector increasingly dominated by scale and standardisation, Pinnacle’s multi-affiliate model offers a contrarian vision—one that places investment talent, not corporate size, at the centre of long-term success.

Find out more about Pinnacle Affiliates investment solutions here >

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Pinnacle calls for Women in Asset Management Scholarship applications https://pinnacleinvestment.com/pinnacle-calls-for-women-in-asset-management-scholarship-applications/ Tue, 06 May 2025 05:01:05 +0000 https://pinnacle2021.flywheelstaging.com/?p=14907 Pinnacle Investment Management is pleased to announce the launch of the Pinnacle Women in Asset Management Scholarship Program.

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6 May 2025

Pinnacle calls for Women in Asset Management Scholarship applications

Pinnacle Investment Management Group (Pinnacle) is pleased to announce the launch of the Pinnacle Women in Asset Management Scholarship Program (the Scholarship).

The Scholarship and corresponding career development program has been designed for women in their penultimate year of university study, with the aim of building on the Group’s efforts to promote and enable careers for women in asset management.

The Scholarship provides:

  • 12-week paid internship program with the Pinnacle Institutional Distribution team over the 2025/26 Australian summer period.
  • Opportunity to gain experience in an overseas office environment within the internship period.
  • A $5,000 bursary (once off payment to support scholarship recipients in final year of study).
  • Mentorship opportunities from experienced industry professionals.

Pinnacle Investment Management Group Director and Head of People and Culture, Amy Clampett, said it’s hoped the Scholarship will help develop knowledge about the diverse career pathways the asset management industry can provide.

“For over five years, the Pinnacle Group has been facilitating women in finance scholarships in partnership with several universities. These scholarships have led to permanent roles across the Group for recipients and this new program will complement these existing partnerships, building on their success.

“The Pinnacle Women in Asset Management program will highlight the breadth of career pathways the industry provides beyond technical financial analyst positions, including fund distribution, strategic asset allocation, data analysis, legal and compliance, investor communications, and financial marketing.

“Scholarship programs like this not only help promote the industry to talented students, they also assist in developing professional networks, building technical and interpersonal skills, and provide invaluable real-world professional insight and experiences.

Candidates from both finance and non-finance-related university undergraduate courses are encouraged to apply for the scholarship. Applications close on 9 June 2025 and more information on the application process and requirements can be found at https://pinnacleinvestment.com/women-in-asset-management/.

Pinnacle’s existing Women in Finance scholarships operate in partnership with the University of Queensland, University of New South Wales, University of Sydney, Macquarie University and University of Melbourne. More information about these scholarships and the new Women in Asset Management scholarship can be found at https://pinnacleinvestment.com/student-graduate-opportunities/

Media Contact:

Jarrad Brevi
Director, Communications
Pinnacle Investment Management Group
Jarrad.brevi@pinnacleinvestment.com

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Langdon Equity Partners launches UCITS Fund, establishes international presence https://pinnacleinvestment.com/langdon-equity-partners-launches-ucits-fund-establishes-international-presence/ Tue, 22 Apr 2025 23:34:31 +0000 https://pinnacle2021.flywheelstaging.com/?p=14857 Langdon Equity Partners announces the launch of the Langdon Global Smaller Companies Fund – UCITS and establishment of an international presence

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23 April 2025

Langdon Equity Partners launches UCITS Fund, establishes international presence

Specialist global smaller companies investment boutique, Langdon Equity Partners

(Langdon), is pleased to announce the launch of the Langdon Global Smaller Companies Fund – UCITS (the Fund) and the establishment of an international presence.

The new UCITS Fund, provides investors in several U.K., European, and Asian jurisdictions access to Langdon’s Global Smaller Companies strategy, a concentrated, high conviction portfolio of 25-40 small companies listed on developed market exchanges.

The Global Smaller Companies Strategy, which currently has US$300.0 million in invested assets, aims to outperform the MSCI World Small Cap Net Index. Since inception in June 2022, the Global Smaller Companies Fund (AUT) has delivered a total return of 14.3%1 per annum after fees, outperforming the Index by 7.8%1 per annum and the MSCI World Index by 1.0%1 over the same timeframe.

“The London office and the launch of a UCITS Fund are both a natural extension of our global investment strategy, one that has continued to develop in both scale and sophistication,” said Greg Dean, Langdon’s Founder and Lead Investor. “Our growing presence in the region, unlocks important access to investment opportunities – and allows us to build relationships with clients, management teams and companies much more consistently than we could making 6-8 trips per year as we have over the last decade or so.”

“Global small cap, as an asset class, was in its infancy 10 years ago when we launched this strategy at my predecessor firm. We saw it as a fruitful hunting ground to exploit and we believe we have proven skilled at extracting alpha from the large and inefficient universe of listed companies under US$10B while delivering strong absolute returns. Our portfolio will be positioned in companies that we believe have strong fundamentals and will continue to deliver cashflow growth of 10-15% per share over the cycle. We also believe combining global small caps with either global large caps or regional mandates may improve diversification and enhance long-term returns.”

Based in Toronto, Canada, Langdon Equity Partners was founded in 2022 by Greg Dean who earlier resigned from his role as a Partner and Portfolio Manager at Cambridge Global Asset Management.

The boutique has grown to now employ five investment professionals who manage over US$300 million invested across global and Canadian small cap strategies.

Langdon is majority owned by its investment team, and supported by multi-affiliate investment management group, Pinnacle Investment Management (PNI.AX). With offices in the United Kingdom, United States, Canada, and Australia, Pinnacle provides distribution and fund infrastructure support to Langdon.

1 Performance numbers sourced directly from Bloomberg in USD for the Global Smaller Companies Fund (AUT).  Since inception (June 27, 2022) until April 15, 2025

Important Information:

DISCLAIMER

 This media release is prepared by Langdon Equity Partners. Content in respect of the Langdon Smaller Companies Fund (ARSN 657 901 614 (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (‘PFSL’) as responsible entity of the Fund. PFSL is not licensed to provide financial product advice. It contains general information only. 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. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so.

Past performance is for illustrative purposes only and is not indicative of future performance.

While Langdon Equity Partners Limited (‘Langdon’) and PFSL believe 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, Langdon and PFSL 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. This disclaimer extends to any entity that may distribute this communication.

FOR AUSTRALIAN CLIENTS:

The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Link to the Product Disclosure Statement: here

Link to the Target Market Determination: here

For historic TMD’s please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com

FOR CANADIAN CLIENTS:

Important information about each Langdon mutual fund is contained in its prospectus, AIF, fund facts document and in its management report on fund performance. Any potential investor should review these documents prior to making any investment decision relating to such fund.  You can view copies of these documents by following the links below:

Link to the Langdon Global Smaller Companies Portfolio Disclosure Documents: here

Link to the Langdon Canadian Smaller Companies Portfolio Disclosure Documents: here

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Antipodes – 2025 Pinnacle Insights Series – Small Caps https://pinnacleinvestment.com/antipodes-2025-pinnacle-insights-series-small-caps/ Wed, 09 Apr 2025 11:29:20 +0000 https://pinnacle2021.flywheelstaging.com/?p=14838 The post Antipodes – 2025 Pinnacle Insights Series – Small Caps appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Antipodes – 2025 Pinnacle Insights Series – Small Caps

Disclaimer

This presentation is prepared by Antipodes Partners Limited (‘Antipodes’) (ABN 29 602 042 035, AFSL 481 580) as the investment manager of the Antipodes Global Opportunities Fund (ARSN 654 913 309) (the ‘Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund and is a wholly owned subsidiary of Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). PFSL is not licensed to provide financial product advice.

The information contained in this webpage is general information only and does not take into account your objectives, financial situation or needs. Before making a decision to acquire, or continue to hold units in, the Fund, you should consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD). For historic TMDs, please contact Pinnacle Client Services via phone 1300 010 311 or email service@pinnacleinvestment.com. Any persons relying on this information should obtain professional advice before doing so and consider the appropriateness of the information having regard to your specific circumstances.

Past performance is not a reliable indicator of future performance and the repayment of capital is not guaranteed. The specific risks associated with investing in the Fund, and the risks associated with the Fund’s investments, are discussed in Section 3 of the PDS. Any opinions and forecasts reflect the judgment and assumptions of Antipodes and its representatives on the basis of information available as at the date of publication and may later change without notice.

Neither PFSL nor Antipodes guarantees repayment of capital or any particular rate of return from the Fund.  There can be no assurance that the Fund will achieve its investment objectives. The value of your units at any point in time may be worth less than your original investment even after taking into account the reinvestment of Fund distributions. Returns are not guaranteed, and you may lose some or all of your money. The specific risks associated with investing in the Fund, and the risks associated with the Fund’s investments, are discussed in Section 3 of the Product Disclosure Statement. Neither PFSL nor Antipodes gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Antipodes as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

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Langdon – 2025 Pinnacle Insights Series – Small Caps https://pinnacleinvestment.com/langdon-2025-pinnacle-insights-series-small-caps/ Wed, 09 Apr 2025 11:24:13 +0000 https://pinnacle2021.flywheelstaging.com/?p=14834 The post Langdon – 2025 Pinnacle Insights Series – Small Caps appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Langdon – 2025 Pinnacle Insights Series – Small Caps

This presentation is prepared by Langdon Equity Partners. Content in respect of the Langdon Smaller Companies Fund (ARSN 657 901 614 (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (‘PFSL’) as responsible entity of the Fund. PFSL is not licensed to provide financial product advice. It contains general information only. 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. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so.

Past performance is for illustrative purposes only and is not indicative of future performance.

While Langdon Equity Partners Limited (‘Langdon’) and PFSL believe 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, Langdon and PFSL 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. This disclaimer extends to any entity that may distribute this communication.

The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Link to the Product Disclosure Statement: here

Link to the Target Market Determination: here

For historic TMD’s please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com

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Spheria – 2025 Pinnacle Insights Series – Small Caps https://pinnacleinvestment.com/spheria-2025-pinnacle-insights-series-small-caps/ Wed, 09 Apr 2025 11:17:06 +0000 https://pinnacle2021.flywheelstaging.com/?p=14828 The post Spheria – 2025 Pinnacle Insights Series – Small Caps appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Spheria – 2025 Pinnacle Insights Series – Small Caps

Disclaimer:

This communication has been prepared by Spheria Asset Management Pty Limited ABN 42 611 081 326 (‘Spheria’), Corporate Authorised Representative (No. 1240979) of Pinnacle Investment Management Limited ABN 66 109 659 109 (‘Pinnacle’) (AFSL 322140). Spheria and their associates may have interests in financial products mentioned in this communication.

Interests in the Spheria Australian Microcap Fund (ARSN 611 819 651), Spheria Australian Smaller Companies Fund (ARSN 117 083 762), Spheria Opportunities Fund (ARSN 144 032 431) and Spheria Global Opportunities Fund (ARSN 627 330 287) (‘the Funds’) are issued by Pinnacle Fund Services Limited (ABN 29 082 494 362 AFSL 238371). The issuer is not licensed to provide financial product advice. You should consider the Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) in its entirety before making an investment decision. The current PDS of the Funds can be found at www.spheria.com.au/funds.

Spheria and Pinnacle Fund Services Limited believe the information contained in this communication is reliable, however its accuracy, reliability or completeness is not guaranteed. To the extent permitted by law, Spheria and Pinnacle Fund Services Limited disclaim all liability to any person relying on the information in respect of any loss or damage however caused, which may be suffered or arise directly or indirectly in respect of such information contained in this communication. Any opinions or forecasts reflect the judgment and assumptions of Spheria and its representatives on the basis of information at the date of publication and may later change without notice. The information 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. This communication is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is not a reliable indicator of future performance.

The information contained in this communication is not to be disclosed in whole or part or used by any other party without the prior written consent of Spheria.

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Longwave – 2025 Pinnacle Insights Series – Small Caps https://pinnacleinvestment.com/longwave-2025-pinnacle-insights-series-small-caps/ Wed, 09 Apr 2025 11:10:54 +0000 https://pinnacle2021.flywheelstaging.com/?p=14823 The post Longwave – 2025 Pinnacle Insights Series – Small Caps appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Longwave – 2025 Pinnacle Insights Series – Small Caps

Disclaimer:

Interests in the Longwave Australian Small Companies Fund (ARSN 630 979 449) (‘the Fund’) is issued by Pinnacle Fund Services Limited (ABN 29 082 494 362 AFSL 238371) (PFSL) as Responsible Entity of the Fund. PFSL is not licensed to provide financial advice. The Product Disclosure Statement (‘PDS’) of the Fund is available at https://longwavecapital.com/. Any potential investor should consider the PDS before deciding whether to acquire, or continue to hold units in, the Fund. The issuer is not licensed to provide financial product advice. The information in this communication has been prepared without taking account of any person’s objectives, financial situation or needs and is not intended as a recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. A financial adviser should be consulted before making any investment decision.

This presentation is prepared by Longwave Capital Partners (ABN 17 629 034 902) (‘Longwave’), a corporate authorised representative (No.1269404) of Pinnacle Investment Management Limited (ABN 66 109 659 109, AFSL 322140) (“Pinnacle”) as the investment manager of the Fund(s). The information is not intended for general distribution or publication and must be retained in a confidential manner. Information contained herein consists of confidential proprietary information constituting the sole property of Longwave and its investment activities; it s use is restricted accordingly. All such information should be maintained in a strictly confidential manner. Past performance is for illustrative purposes only and is not indicative of future performance.

Whilst Longwave, PFSL and Pinnacle believe 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 c annot be excluded under the relevant laws, Longwave, PFSL and 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. This disclaimer extends to any entity that may distribute this communication.

Any opinions and forecasts reflect the judgment and assumptions of Longwave and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Longwave. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication. This may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Longwave.

The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund is available at https://longwavecapital.com/

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Firetrail – 2025 Pinnacle Insights Series – Small Caps https://pinnacleinvestment.com/firetrail-2025-pinnacle-insights-series-small-caps/ Wed, 09 Apr 2025 11:04:03 +0000 https://pinnacle2021.flywheelstaging.com/?p=14813 The post Firetrail – 2025 Pinnacle Insights Series – Small Caps appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Firetrail – 2025 Pinnacle Insights Series – Small Caps

DISCLAIMER

This communication is prepared by Firetrail Investments Pty Limited (‘Firetrail’) (ABN 98​ 622​ 377​ 913,​ AFSL 5168​21) as the investment manager of the Firetrail Australian High Conviction Fund (ARSN 624​ 136​ 045​), the Firetrail Absolute Return Fund (ARSN 624​ 135​ 879​), the Firetrail Australian Small Companies Fund – Active ETF (ARSN 638​ 792​ 113​), the Firetrail S3 Global Opportunities Fund (Managed Fund) (ARSN 653​ 717​ 625​) and the Firetrail S3 Global Opportunities Fund (Hedged) (ARSN 657​ 902​ 880​) (‘the Funds’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29​ 082​ 494​ 362​, AFSL 238​371)  is the product issuer of the Fund. 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​). The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the relevant Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Links to the Product Disclosure Statement: WHT3810AUWHT5134AUWHT3093AUWHT7794AUWHT4609AU

Links to the Target Market Determination: WHT3810AUWHT5134AUWHT3093AUWHT7794AUWHT4609AU

For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com

This communication is for general information only. 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. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

Whilst Firetrail, PFSL and Pinnacle believe 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, Firetrail, PFSL and 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. This disclaimer extends to any entity that may distribute this communication.

Any opinions and forecasts reflect the judgment and assumptions of Firetrail and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future.

Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Firetrail. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication.

This may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Firetrail.

1The name of the Fund was changed from Firetrail S3 Global Opportunities Fund to Firetrail S3 Global Opportunities Fund (Managed Fund) on 11 October 2022 to facilitate quotation of the fund on the ASX.

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Resolution Capital to provide ASX-listed access to award-winning Global Listed Infrastructure Strategy https://pinnacleinvestment.com/resolution-capital-to-provide-asx-listed-access-to-award-winning-global-listed-infrastructure-strategy/ Fri, 21 Mar 2025 01:32:06 +0000 https://pinnacle2021.flywheelstaging.com/?p=14734 The Resolution Capital Global Listed Infrastructure Fund – Active ETF will be quoted on the Australian Securities Exchange on Tuesday 25 March 2025.

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21 March 2025

Resolution Capital to provide ASX-listed access to award-winning Global Listed Infrastructure Strategy

Resolution Capital, a specialist global listed real assets investment manager, is pleased to announce the listing of the Resolution Capital Global Listed Infrastructure Fund – Active ETF on the Australian Securities Exchange (ASX). The Fund will be listed on the ASX on Tuesday 25 March 2025.

Trading under the ticker ‘RIIF’, the active-ETF will provide direct listed access to Resolution Capital’s highly-rated and award-winning unit trust – the Resolution Capital Global Listed Infrastructure Fund (the Fund).

The Fund contains a concentrated portfolio of less than 40 companies which own physical assets or concessions that provide essential infrastructure services across the world.

Since its inception in September 2021, the Fund has generated a total return of 9.7% p.a. after fees to 28 February 2025.

The Fund has a Morningstar Medalist RatingTM of “Gold” as of 31 December 2024, a ‘Recommended’ rating from Lonsec and it was awarded Best Listed Property and Infrastructure Fund at the 2025 Morningstar Awards for Investing Excellence in Australia.

Resolution Capital Chief Investment Officer, Andrew Parsons, commented on the new Active ETF. “Given the importance of the underlying assets, we believe there is a compelling case for a portfolio allocation to Global Listed Infrastructure – a defensive growth asset class with a history of delivering returns similar to global equites, but with a superior risk profile.

“GLI assets are critical to economies and our daily lives, they typically have very high barriers to entry and generate consistent, often inflation-protected cashflows. Additionally, in the current market, the asset class is attractively valued compared to unlisted infrastructure, and it provides exposure to significant structural trends such as digitisation and AI, energy security, energy transition, and mobility.

“This Active ETF will enable relatively seamless and convenient access to our actively-managed portfolio of critical global listed infrastructure assets.”

The Resolution Capital Global Listed Infrastructure Fund employs Resolution Capital’s distinctive multi-PM approach for portfolio construction which ensures peer review and debate, while reducing key PM risk.

The Fund’s portfolio management team comprises Jan de Vos, Mark Jones, and Sarah Lau.

The Resolution Capital Global Listed Infrastructure Fund – Active ETF will be Resolution Capital’s second Active ETF, following the quotation of the $3.2 billion Resolution Capital Global Property Securities Fund  (ASX: RCAP) in 2021.

Click here for more information about the Resolution Capital Global Listed Infrastructure Fund.

Important Information:

Morningstar Awards 2025 ©. Morningstar, Inc. All Rights Reserved. Awarded to Resolution Capital Global Listed Infrastructure Fund for Fund Manager of the Year – Listed Property and Infrastructure, Australia.

Resolution Capital Global Listed Infrastructure Fund Class A has a Morningstar Medalist RatingTM  of “Gold” as of 31.12.24

© 2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates or content providers; (2) may not be copied, adapted or distributed; (3) is not warranted to be accurate, complete or timely and 4) has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), subsidiary of Morningstar. Neither Morningstar nor its content providers are responsible for any damages arising from the use and distribution of this information. Past performance is no guarantee of future results. Any general advice has been provided without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Morningstar’s publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. To obtain advice tailored to your situation, contact a financial adviser. Some material is copyright and published under license from ASX Operations Pty Ltd ACN 004 523 782

This content is prepared by Resolution Capital Limited (‘Resolution Capital’) (ABN 50 108 584 167, AFSL 274491) as the investment manager of the Resolution Capital Global Listed Infrastructure Fund (ARSN 653 043 442) (‘the Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund and is a wholly owned subsidiary of Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). PFSL is not licensed to provide financial product advice.

The information is general information only and does not take into account your objectives, financial situation or needs. Before making a decision to acquire, or continue to hold units in, the Fund, you should consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD). For historic TMDs, please contact Pinnacle Client Services via phone 1300 010 311 or email service@pinnacleinvestment.com.

Any persons relying on this information should obtain professional advice before doing so and consider the appropriateness of the information having regard to your specific circumstances. Past performance is not a reliable indicator of future performance and the repayment of capital is not guaranteed. The specific risks associated with investing in the Fund, and the risks associated with the Fund’s investments, are discussed in Section 4 of the PDS. Any opinions and forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information available as at the date of publication and may later change without notice.

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Plato – 2025 Pinnacle Insights Series – Australian Markets https://pinnacleinvestment.com/plato-2025-pinnacle-insights-series-australian-markets/ Tue, 18 Mar 2025 11:23:09 +0000 https://pinnacle2021.flywheelstaging.com/?p=14703 The post Plato – 2025 Pinnacle Insights Series – Australian Markets appeared first on Pinnacle.

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Pinnacle Insights Series 2025

Plato – 2025 Pinnacle Insights Series – Australian Markets

DISCLAIMER

This communication is prepared by Plato Investment Management Limited ABN 77‌ 120‌ 730‌ 136‌ AFSL 504‌616 (‘Plato’) as the investment manager of the Plato Global Shares Income Fund (ARSN 608‌ 130‌ 838‌), Plato Australian Shares Income Fund (ARSN 152‌ 590‌ 157‌) and Plato Global Alpha Fund (ARSN 654‌ 914‌ 048‌) (‘the Funds’) and Plato Income Maximiser Limited ABN 63‌ 616‌ 746‌ 215‌ (PL8) (‘the Company’). Pinnacle Fund Services Limited ABN 29‌ 082‌ 494‌ 362‌ AFSL 238‌371‌ (‘PFSL’) is the product issuer of the Funds. 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. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.

Links to the Product Disclosure Statement: WHT0039AU, WHT0061AU, WHT1465AU

Links to the Target Market Determination: WHT0039AU, WHT0061AU, WHT1465AU

For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or
Email service@pinnacleinvestment.com

This communication is for general information only. 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. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.

Whilst Plato, PL8, PFSL and Pinnacle believe 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, Plato, PL8, PFSL and 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. This disclaimer extends to any entity that may distribute this communication.

Any opinions and forecasts reflect the judgment and assumptions of Plato, PL8 and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Plato and PL8. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication.

This may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them Plato and PL8.

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