April 2025 – Lonsec Investment Grade Rating

April 2025 – Lonsec Investment Grade Rating

Pella Funds Management is pleased to announce that it has received its initial rating by Lonsec Research for the Pella Global Generations Fund (Class B). Lonsec’s Investment Grade rating indicates the Fund has met its relevant investment objectives and is supported by Lonsec’s conviction in the quality of the investment team and process.

Joy Yacoub, Head of Distribution, commented, “Receiving an initial rating of Investment Grade rating from Lonsec is an important milestone for the Fund and an endorsement of our disciplined investment philosophy and responsible investing framework. We are proud of the independent recognition of our team and process.”

The Lonsec rating provides advisers and investors with independent validation of the Fund’s structure, process and governance—reinforcing Pella’s commitment to delivering long-term, risk-aware global equity outcomes.