PAC 0.47% $10.66 pacific current group limited

I thought I would do a quick impact analysis of the FUM for PAC...

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    I thought I would do a quick impact analysis of the FUM for PAC given turbulent times and significant drop in AUD/USD exchange rate.

    In simple terms, the AUD drop has contributed to a 17.17% share of the FUM growth (if FUM stays the same). See table here:
    https://hotcopper.com.au/data/attachments/2048/2048262-584541c55531fb2a211e1f55937a67ca.jpg

    The growth assumes no change in FUM, so if we modelled in a decline of 25% for public equity based funds (Seziert + Blackcrane + GQG + EAM), this would mean 4.94% share of FUM growth (overall FUM decline of only 3.56%). See table here with yellow highlighted sections where FUM declines by 25%:
    https://hotcopper.com.au/data/attachments/2048/2048288-9764a10f4c9423ee228935689b20e3c2.jpg

    Given overall markets, pretty good outcome. Looking forward to announcement of March quarter FUM on 30th of April.

    Best of Luck
    Lost
 
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