Pella Funds Management has launched the Pella Global Generations Fund in New Zealand under a Portfolio Investment Entity (PIE) structure. The structure provides New Zealand investors with efficient access to Pella’s long-standing global equity strategy, which aims to deliver outperformance with lower volatility and a strong sustainability profile.

Joy Yacoub, Head of Distribution, commented, “Simplifying access to our fund for New Zealand investors through the PIE structure is a key milestone. It demonstrates our commitment to responsible investment and accessibility.”

Jordan Cvetanovski, Chief Investment Officer, added, “We are pleased to make our strategy—proven since 2004—available to a broader investor base seeking a consistent and disciplined global equities solution.”

Pella Funds Management has successfully offset its carbon emissions for the 2024 financial year through the purchase of verified carbon credits from the Mai Ndombe REDD+ Project in the Democratic Republic of Congo. The offset calculation and procurement process was undertaken with the support of Pangolin Associates, a leading sustainability advisory firm.

The Mai Ndombe REDD+ Project is recognised globally for its contributions to forest conservation, biodiversity protection, and sustainable development. It is aligned with numerous United Nations Sustainable Development Goals and delivers measurable social and environmental co-benefits.

Steven Glass, Managing Director & Investment Analyst at Pella, commented “We are proud to have offset our FY24 emissions through a high-integrity project that protects biodiversity and supports vulnerable communities. This reflects our commitment to operational sustainability and aligns with our broader goal of helping investors thrive without compromising the planet or future generations.”

This initiative follows Pella’s long-standing policy of maintaining a low operational carbon footprint and transparently addressing the environmental impact of its business activities. The firm continues to encourage its portfolio companies to improve their environmental disclosures and emission reduction strategies.

Pella Funds Management has once again been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA) in its 2024 assessment. The designation places Pella in the top 20% of investment managers across Australia and New Zealand for its commitment to responsible investing.

The recognition reflects Pella’s high standards across ESG integration, stewardship, transparency, and organisational alignment with responsible investment principles. This marks the second consecutive year that Pella has achieved this distinction, reinforcing its position as a leader in the responsible investment space.

Steven Glass, Managing Director & Investment Analyst at Pella, commented: “We are honoured to be recognised again by RIAA as a Responsible Investment Leader. At Pella, responsible investing is not a marketing slogan—it is embedded in every aspect of our investment process. This recognition reflects the strength of our conviction and our commitment to delivering strong financial outcomes without compromising future generations.”

RIAA’s 2024 report highlights a continued uplift in responsible investment leadership across the industry, with rising expectations for transparency and accountability. Pella remains committed to meeting and exceeding these expectations in pursuit of long-term, sustainable value creation.

Pella Funds Management has been recognised as a finalist in the Rising Star category of the 2024 Zenith Fund Awards. The nomination reflects Pella’s strong early traction, disciplined investment approach, and commitment to responsible investing since its inception.

Zenith’s Rising Star category acknowledges fund managers that have demonstrated excellence in investment performance, process integrity, and organisational capability—despite being relatively new entrants to the market.

Jordan Cvetanovski, Chief Investment Officer at Pella, commented:

“We are honoured to be recognised by Zenith as a Rising Star. This acknowledgement reflects the strength of our team, the clarity of our philosophy, and the consistency with which we apply our process. We set out to build a firm that could deliver long-term outperformance in a responsible and repeatable manner. This recognition affirms we’re on the right path.”

Pella’s Global Generations Fund, its flagship strategy, has been built on a foundation of quality, risk management, and sustainability—an approach that continues to resonate with clients seeking transparency and resilience in global equity markets.

Pella Funds Management has been awarded Certified B Corporation status, recognising the firm’s performance across governance, workers, community, environment, and customers. The certification reflects Pella’s commitment to integrating responsible business practices into every aspect of its operations.

Steven Glass, Managing Director & Investment Analyst, said, “Achieving B Corp status required a rigorous external audit of our practices. It affirms our belief that responsible investing begins with behaving responsibly ourselves.”

Pella’s Global Generations Fund is now available on Praemium, expanding access for financial advisers and their clients. Praemium serves more than 300,000 investor accounts globally.

“Adding the fund to Praemium aligns with our strategy to broaden distribution through platforms that advisers trust,” said Joy Yacoub, Head of Distribution. “It enhances convenience for those seeking disciplined, sustainability-led global equity exposure.”

Pella’s Global Generations Fund received a Recommended rating from Zenith Investment Partners and ranked first in its Sustainable/Ethical category for international equities. The result affirms the fund’s ability to deliver performance while aligning with environmental, social, and governance (ESG) standards.

CIO Jordan Cvetanovski stated, “We are pleased that Zenith recognises the integrity and consistency of our investment approach. Our disciplined process has guided us across multiple cycles and remains central to how we generate sustainable returns.”

The Pella Global Generations Fund is now accessible via BT Panorama, one of Australia’s leading investment platforms. This supports advisers and investors seeking a transparent, long-term global equities solution.

“Listing on BT Panorama is a natural progression in our distribution strategy,” said Joy Yacoub. “It allows more investors to engage with a strategy that is committed to capital growth, risk control, and ESG integration.”

Pella Funds Management has launched Connexian, a digital onboarding platform designed to simplify and accelerate the investment application process. The platform eliminates paper forms and significantly reduces compliance friction.

“Connexian reflects our commitment to operational excellence and client service,” said Joy Yacoub. “It ensures our investor onboarding process is as streamlined as our investment strategy.”

Pella Funds Management has submitted a formal petition to the U.S. Securities and Exchange Commission (SEC), urging the introduction of mandatory disclosure requirements for tobacco-related revenues by publicly listed retailers.

The petition highlights both financial and ethical risks associated with tobacco sales. Despite structural declines in tobacco consumption and rising investor demand for values-aligned portfolios, most retailers do not disclose revenue from tobacco products—creating transparency gaps for investors.

Steven Glass, Managing Director & Investment Analyst, commented:
“Investors need clarity on tobacco exposure to assess both financial risk and portfolio alignment. Our petition aims to close a material disclosure gap that affects risk assessment and ethical investment mandates.”

The submission cites CVS Health’s experience removing tobacco from stores and notes that only one major retailer—Murphy USA—currently discloses tobacco revenue. Pella argues that consistent reporting would improve comparability and meet the needs of a growing cohort of ESG-focused investors.

Pella has been named a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA), placing it among the top 20% of managers assessed. This distinction reflects Pella’s integration of ESG principles and transparency standards.

Steven Glass, Managing Director, noted, “We are honoured by this recognition. It validates our belief that strong governance and ESG integration are essential to long-term returns.”

Pella has offset its FY23 carbon emissions through the purchase of verified carbon credits from the Rimba Raya Biodiversity Reserve. The project supports all 17 UN Sustainable Development Goals.

“Offsetting our emissions through a gold-standard initiative reinforces our ethos: help investors thrive without harming future generations,” said Steven Glass. “We thank Pangolin Associates for facilitating this process with precision.”

The Pella Global Generations Fund (Class B) returned 25.2% in FY23, placing it among the top 10 global equity funds in Australia according to Morningstar.

CIO Jordan Cvetanovski commented, “It is gratifying to see strong returns delivered through a consistent, risk-aware process—particularly during a period of valuation excess in certain market segments.”

Pella Funds Management has launched the Pella Global Securities Sustainable Fund (PGSS) in Europe, in partnership with Universal Investment and CAPinside. The strategy mirrors that of the Pella Global Generations Fund, established in 2005 and proven across multiple market cycles.

Jordan Cvetanovski, Chairman and CIO, stated, “European investors are increasingly seeking consistency, downside risk mitigation, and sustainability. Our strategy is well-suited to meet those needs. We are pleased to partner with two highly respected firms—Universal Investment and CAPinside—to support our entry into this important market.”

Universal Investment Director of Sales, Dirk Grossham, commented, “We are proud to welcome Pella as our first Australian asset manager on our UCITS platform. We look forward to a long-term partnership.”

Alexander Krebs, Chief Sales Officer of CAPinside, added, “Pella’s disciplined and ESG-aligned approach will resonate strongly with German investors.”

The Pella Global Generations Fund has been added to the Macquarie Wrap investment platform, expanding accessibility for advisers and investors seeking global equity exposure with a differentiated mandate.

Joy Yacoub, Head of Distribution, stated, “The addition of our fund to Macquarie Wrap supports our broader strategy to provide investors with access to a portfolio that targets benchmark outperformance, lower volatility, and superior sustainability.”

The Pella Global Generations Fund is now listed on Hub24, one of Australia’s leading investment platforms. This listing increases distribution reach for investors and advisers seeking access to Pella’s globally focused, sustainability-led equity strategy.

“Our strategy is designed to deliver alpha with lower drawdowns, while maintaining a strong ESG orientation,” said Joy Yacoub, Head of Distribution. “We are pleased to make the fund more accessible through Hub24.”

Pella Funds Management has become a signatory to the United Nations Principles for Responsible Investment (UNPRI). The UNPRI encourages institutional investors to incorporate ESG factors into their investment processes and ownership practices.

This commitment reinforces Pella’s belief that responsible capital allocation plays a critical role in shaping a sustainable future.

Pella Funds Management has officially launched the Pella Global Generations Fund in the Australasian market. The fund employs a proven investment strategy founded in 2005, focused on delivering benchmark outperformance with lower volatility and superior sustainability outcomes.

Jordan Cvetanovski, Chairman and CIO, commented, “While this is a new fund offering, the underlying strategy has been tested across cycles. We enter this next chapter with discipline, conviction, and long-term perspective.”

Pella Funds Management has become a signatory to the United Nations Global Compact (UNGC), the world’s largest corporate sustainability initiative. As a participant, Pella has committed to aligning its operations and strategies with ten universal principles covering human rights, labour, environment, and anti-corruption.

Pella will actively encourage its investee companies to consider joining the initiative, reinforcing alignment between capital and responsible corporate behaviour.