What is Pella Funds Management?
Pella Funds Management is an employee-owned investment firm that’s all about responsible investing. Founded in 2005, Pella’s mission is clear: help investors thrive today without costing the earth for future generations. They focus on delivering consistent, sustainable returns while steering clear of harm to the world. It’s not just about making money—it’s about making money responsibly. Their approach has been refined over the years, led by Chief Investment Officer Jordan Cvetanovski, and it’s been proven to work across global markets.
The Main Benefit of Investing with Pella
Why choose Pella? Because their investment process is designed to outperform while keeping things sustainable. Here’s what sets them apart:
- Growing faster than the market
- Cheaper than the market
- Exhibits higher quality
- Consistent outperformance since 2004
- Lower volatility compared to benchmarks
- Strong focus on ethical, environmental, social, and governance (ESG) principles
Understanding Pella’s Fund Offerings
Pella offers two main funds tailored to different markets. The Pella Global Generations Fund is designed for Australian investors, managing wealth in Australian dollars. It aims to beat its benchmark with less volatility and better sustainability. Meanwhile, the Pella Global Generations PIE Fund serves New Zealand investors, managing wealth in New Zealand dollars with the same goals of outperformance and sustainability. Both funds reflect Pella’s commitment to responsible investing and delivering strong, steady returns.
The Philosophy Behind Pella’s Strategy
At the heart of Pella’s approach is a simple idea: markets are powerful engines for long-term wealth creation, but investors can’t ignore the short-term risks or the importance of sustainability. Their strategy balances these elements by aiming for strong long-term returns, seizing short-term opportunities, reducing volatility, and staying true to ESG principles. It’s about being smart, ethical, and forward-thinking all at once.
How Pella Stands Out in the Investment World
Pella is focused, unified, and committed. They don’t chase trends or offer a laundry list of products. Instead, they stick to one philosophy and one investment approach—doing it exceptionally well. Their investment and distribution teams work hand-in-hand, fully aligned with no distractions or conflicting interests. This clarity and unity help them find like-minded investors and deliver consistent, long-term results. Plus, by keeping things simple, they focus on what truly matters: strong, sustainable outcomes.
Project Impact: Sustainable Development Goals Linked to Pella
- SDG 8: Decent Work and Economic Growth – promoting sustained economic growth through responsible investing
- SDG 12: Responsible Consumption and Production – encouraging sustainable business practices
- SDG 13: Climate Action – investing with environmental sustainability in mind
- SDG 16: Peace, Justice, and Strong Institutions – supporting ethical governance and transparency
- SDG 17: Partnerships for the Goals – aligning investor and company goals for long-term impact
Getting in Touch with Pella Funds Management
Interested in learning more? Pella’s team is ready to answer questions or provide further information. They’re based in Sydney at 117/165-167 Phillip Street, and can be reached via email at enquiries@pellafunds.com or by phone at +61 2 9188 1500. Whether you’re curious about their funds or want to dive deeper into responsible investing, they’re just a call or email away.
