We are a fund manager with true meaning, radical transparency and fairness in all our dealings.

PFM is a joint venture between the PFM management team and Plenary Group, Australia’s leading investor, developer and manager of social infrastructure and community assets. Importantly, our investment decision-making and remuneration structures are separate from Plenary Group and were designed to create strong alignment with our investors.  

Our highly experienced team has deep sector expertise offering local knowledge, strong relationships and value creation for our investments. We provide investment management services to unlisted infrastructure funds and separately managed client accounts. By investing into high-quality assets, we offer investors the opportunity for stable, long term returns.  


Our Values

When we established Plenary Funds Management, we discussed as a team the key themes that are important to us, our clients and our project stakeholders.

Our values are simple, yet different. They are paramount to the success of our investments and our long-term management approach.

Radical Transparency

We are strong believers of transparency and ensuring that we are open and honest in our communications.

Equity and fairness

The trust we build with our networks stems from our equitable and fair mindset, leading to repeat dealings and lasting partnerships.

Purpose and meaning

Our investments are made with purpose and meaning, ultimately delivering great outcomes for the benefit of investors and society.

Our Vision

We have the unique opportunity to create the fund manager of the future.

For us, sustainability is not just about what we do, but how we do it.

We are here for the long term and have an approach to sustainability that encompasses everything we do;
from the investments we make to our project partnerships,
from our client relationships to our interactions with employees.

This is our virtuous circle


More Information

People

Our highly experienced team focuses on culture, sustainability, transparency and value in all that we do.

Sustainability

ESG is an integral element of our investment approach. We recognise that we have a big role to play for the betterment of our communities.


© Plenary Funds Management 2022   |   AFSL 535601

© Plenary Funds Management 2022   |   AFSL 535601