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Pendal’s listed property strategies combine deep local expertise with global reach.
Pendal Australian Equities boutique (Sydney)
Our Australian portfolios are run by a specialist property team, led by Pete Davidson Head of Listed Property, and Portfolio Manager Julia Forrest. They use a disciplined, valuation-driven process to build high-conviction A-REIT portfolios focused on quality franchises.
The team takes an active, valuation-driven approach, backed by in-depth research and risk management.
Our listed property range gives you active exposure to Australian and global property markets.
Our products include:
Our approach is built on a simple conviction: the best opportunities are found through deep, independent research, not by replicating an index.
We apply a disciplined, valuation-driven process across Australian markets. We back quality property franchises where we see a gap between price and long-term value. Our Australian team uses proprietary valuation models, company visits and property inspections, supported by third-party research and macroeconomic analysis.
Our specialists don’t replicate a benchmark. They make deliberate, research-led decisions about where to invest.
This bottom-up approach means portfolios are built on fundamental insight rather than market noise, aiming to deliver a differentiated source of return over the long term.
Australia’s latest National Accounts paint a mixed picture of the economy. Pendal head of government bond strategies TIM HEXT highlights the five key takeaways — and what they could mean for markets and interest rates.
Targeted green bond investment can help finance measurable environmental outcomes.
From geothermal baseload to wind generation, Pendal’s sustainable fixed income strategies are supporting renewable energy across New Zealand.
A social bond issued by South Korea’s primary public housing developer is helping fund new public rental housing for lower-income households.
Green bonds are helping finance the practical projects needed to support Australia’s shift to a lower-emissions economy.
Targeted green bond investment can help finance measurable environmental outcomes.
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.
