Report
Nathan Zaia
EUR 147.86 For Business Accounts Only

Pacific Current Group leverages growth of boutique managers across asset classes and geographies.

If only all Pacific Current Group's funds mirrored the investment performance of Investors Mutual's Australian Share Fund. Top quartile on any time frame, over the past five years the fund has returned 11.75% per annum, outperforming the index by 4.2%. Investors Mutual only makes up 13% of funds under management, or FUM, which Pacific Current Group is exposed to. In our opinion, the creation of the Aurora Trust, which has resulted in Pacific Current Group having exposure to 18 boutique asset man...
Underlying
Pacific Current Group

Pacific Current Group is engaged in the provision of funds management services to institutions, master funds and wraps, retail investors and private clients.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Nathan Zaia

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