Pengana Private Equity Trust (PE1.AX)
ValueMarkers Composite Index
60% below intrinsic value ($3)
Pengana Private Equity Trust (PE1.AX) — VMCI valuation read
Across 120 indicators, Pengana Private Equity Trust (PE1.AX) lands at VMCI 62/100. The Financial Services sector median is 50, so the 12-point above-median read is the active comparison. Pillar weighting on the score: Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%.
No material Form 4 disclosures landed on PE1.AX in the past 30 days. Quiet insider tape removes one signal source; the active reads stay with the trailing-twelve-month financials and the next 10-Q.
**Investor frame.** On Value, PE1.AX trades at 21.0x earnings, 17% above the Financial Services median of 18.0x; the EV/EBITDA delta of -2.0x reinforces that single line. On Quality, ROIC of 13.0% sits 3.0pp above the Financial Services median (10.0%). On Risk, net debt to EBITDA of 1.9x is the rate-sensitivity line to watch for PE1.AX on the trailing balance sheet.
PE1.AX fell 0.4% over the trailing 7 days, with a +7.7% read on a 30-day basis.
Pengana Private Equity Trust (the Trust) is an Australia-based managed investment scheme, structured as a closed-end unit trust. The Trust invests in a diversified portfolio of global private equity investments. The Company’s investment objective is to generate attractive returns and capital growth through a selective and diversified approach to private market investments, including private equity, private credit, and other opportunistic investments. The Trust's investment manager is Grosvenor Capital Management, L.P. (GCM).
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