Pinnacle Investment Management

FY 2021 Pinnacle Investment Management Group Limited Results Investor Call. Recorded Thursday, 5th August 2021.

Andrew Lockhart, Managing Partners of Metrics Credit Partners provides a portfolio and market update on April 2, 2020. Disclaimer: This communication does not constitute an offer to sell or buy any interest in any fund managed by Metrics (Funds). Nothing on this recording constitutes professional, legal, financial, tax or investment advice nor does any information on this recording constitute a comprehensive or complete statement of the matters discussed or the relevant law. Should you wish to invest directly in a Fund referred to in this recording you must only do so on the basis of a current disclosure document being, in the case of MXT and MOT product disclosure statements (PDS), either downloaded from the Metrics website or provided by Metrics. The information provided in the recording is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of any Fund, you should consider the current disclosure documents or PDSs, in respect of the relevant Fund and assess whether that Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser. An investment in a Fund is subject to investment and other known and unknown risks, some of which are beyond the control of Perpetual, Metrics and the Fund, including loss of income and capital invested. You should have regard to the risks outlined in the risks section of the Fund’s PDS or disclosure document. Neither Perpetual nor Metrics, any of its related bodies corporate or any person guarantees repayment of capital or any particular rate of return from any Fund. Neither Perpetual nor Metrics gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this recording. All opinions and estimates included in this recording constitute judgments of Metrics as at the date of creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

Cash crunch: Simon Tung provides an update on the Pinnacle aShares Dynamic Dynamic Cash Fund (ASX:Z3RO) portfolio. Simon discusses the investment implications of the spread of Covid-19 and how cash markets have been impacted. Disclaimer: This communication was prepared Pinnacle Investment Management Limited (ABN 66 109 659 109 AFSL 322140) (‘Pinnacle’). Pinnacle Funds Services Limited ABN 29 082 494 362 AFSL 238371 is the product issuer of the Pinnacle aShares Dynamic Cash Fund (Managed Fund) ARSN 632 118 720 and Pinnacle aShares Global Dynamic Income Fund (Managed Fund) ARSN 632 117 303 (‘the Funds’). Any potential investor should consider the relevant PDS before deciding whether to acquire, or continue to hold units in, a fund. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Investment Management Limited believes the information contained on this website is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. This communication is for general information only and was prepared for multiple distribution and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. Persons relying on this information should do so in light of their specific investment objectives and financial situations. Any person considering action on the basis of this communication must seek individual advice relevant to their particular circumstances and investment objectives. The Pinnacle aShares Dynamic Cash Fund's only fee is recoverable expenses, capped at 0.15% p.a.

Income in a crisis: As the spread of Covid-19 impacts markets across the world, Mathew McCrum provides an update on the Pinnacle aShares Global Dynamic Income Fund (ASX:SAVE) portfolio. Disclaimer: This communication was prepared Pinnacle Investment Management Limited (ABN 66 109 659 109 AFSL 322140) (‘Pinnacle’). Pinnacle Funds Services Limited ABN 29 082 494 362 AFSL 238371 is the product issuer of the Pinnacle aShares Dynamic Cash Fund (Managed Fund) ARSN 632 118 720 and Pinnacle aShares Global Dynamic Income Fund (Managed Fund) ARSN 632 117 303 (‘the Funds’). Any potential investor should consider the relevant PDS before deciding whether to acquire, or continue to hold units in, a fund. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Investment Management Limited believes the information contained on this website is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. This communication is for general information only and was prepared for multiple distribution and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. Persons relying on this information should do so in light of their specific investment objectives and financial situations. Any person considering action on the basis of this communication must seek individual advice relevant to their particular circumstances and investment objectives.

The Managing Director of Omega Global Investors, Mathew McCrum (pictured) provides an insight into how his team manages the Pinnacle aShares Global Dynamic Income Fund active-ETF (ASX:SAVE) portfolio. The portfolio aims to be a highly diversified portfolio of global and Australian equities and bonds. Mathew also explains how investors should look to diversify their own portfolios. Disclaimer: This communication was prepared Pinnacle Investment Management Limited (ABN 66 109 659 109 AFSL 322140) (‘Pinnacle’). Pinnacle Funds Services Limited ABN 29 082 494 362 AFSL 238371 is the product issuer of the Pinnacle aShares Dynamic Cash Fund (Managed Fund) ARSN 632 118 720 and Pinnacle aShares Global Dynamic Income Fund (Managed Fund) ARSN 632 117 303 (‘the Funds’). Any potential investor should consider the relevant PDS before deciding whether to acquire, or continue to hold units in, a fund. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Investment Management Limited believes the information contained on this website is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. This communication is for general information only and was prepared for multiple distribution and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. Persons relying on this information should do so in light of their specific investment objectives and financial situations. Any person considering action on the basis of this communication must seek individual advice relevant to their particular circumstances and investment objectives.