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Investor attitudes and preferences have changed and successful companies must now manage a wider set of risks. Pendal’s head of equities Crispin Murray explains the approach Horizon takes in this short video.
Watch videoPendal Horizon Sustainable Australian Share Fund is a concentrated, high-conviction strategy of 15 to 35 stocks. It draws on the company insights and risk management that underpin our strong track record in performance.
Horizon is positioned to benefit from the transition to a more sustainable Australian economy. We actively seek companies that are leaders and enablers of this shift and screen out those that detract, such as fossil fuels. At a minimum, the fund’s holdings must “do no harm”
This aligns it with the trends shaping coming decades — from digitalisation to decarbonisation. Here co-portfolio manager Elise McKay discusses Xero, our top pick in the ASX tech sector.
In 2021 we took Pendal Ethical Share Fund, with its 19-year history, and re-imagined and re-engineered it for the next two decades. We renamed it Pendal Horizon Fund, now known as Pendal Horizon Sustainable Australian Share Fund, a strategy built for performance while also acting as a force for positive change in Australia’s future.
These elements are the foundations of Horizon:
Protect against existential risks
Benefit from industrial change
Enable an economic transition
Greater focus on companies:
High conviction & consistently nimble
Pendal Horizon Sustainable Australian Share Fund is a concentrated, high-conviction strategy of 15 to 35 stocks that draws on the company insights and risk management underpinning our long track record in performance.
This allows the fund to benefit from trends shaping coming decades — from digitisation to decarbonisation. We allocate capital to companies that directly contribute — or enable others to contribute — to areas such as:
Pendal has extensive experience in responsible investing across asset classes. We also draw on advice from Regnan — our wholly-owned responsible investing researcher and fund manager — in assessing companies on their contribution to a sustainable, future-oriented Australian economy and their management of ESG risks.
Each year our fund managers undertake many meetings with CEOs and company directors to encourage sustainable policies and minimisation of ESG risks. This leverages Pendal’s depth of corporate access and scale of funds under management, allowing us to hold management to account.
Crispin is Head of Equities at Pendal Group an ASX listed fund manager with A$90b funds under management (FUM). He joined the funds management business of BT Financial Group, now Pendal Group, in 1994, initially responsible for European equities and served as Head of European Equities from April 1998. He was subsequently appointed to his current role in January 2003 overseeing Pendal’s Australian equities business, currently managing A$15b of FUM, making it the largest fundamental equity team in the market. He is responsible for managing a number of our flagship Australian equity funds, which under his watch have outperformed the market over multiple periods since his appointment in 2003. Prior to Pendal, Crispin worked for Equitable Life in London. Crispin is a Director of the Anika Foundation and served as a Director of Football Federation of Australia from 2015-19. He holds an Honours degree in Economics & Human Geography from Reading University.
Elise provides fundamental company analysis for our Australian Equity large cap strategies. Elise previously worked as an investment analyst for US fund manager Cartica where she covered a variety of emerging market companies. Prior to Cartica, Elise worked in investment banking and corporate finance at JP Morgan and Ernst & Young. Elise holds a Bachelor of Commerce and Economics from the University of Queensland and is a member of the Institute of Chartered Accountants Australia.
Head of Distribution
Head of Institutional
Head of High Net Worth Distribution
Head of Independent Licensee Distribution
Head of Regnan and Responsible Investment Distribution
This fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.
The Pendal Horizon Fund is an actively managed portfolio of Australian shares.
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over rolling 5 years period.
| Minimum investment | $25,000 |
| Benchmark | S&P/ASX 300 (TR) Index |
| Distribution frequency | Quarterly |
| Distribution (cpu): | 1.840 (30.06.2025) |
| Distribution History | |
| MIT Notice | |
| Management fee | 0.95% p.a. Other fees and costs also apply – please refer to the PDS or ‘Fees and costs’ flyer for more information. |
| Buy Sell spread | 0.44% (0.22%/0.22%) |
| Risk Level | High |
| Risks | An investment fund is subject to a number of risks. For a detailed description of these risks please refer to the PDS. |
| APIR Code | RFA0025AU |
| As at 30/06/25 |
1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception 01/05/2001 |
|---|---|---|---|---|---|---|
| Total return (Before fees and tax) | 1.52 | 11.30 | 22.03 | 16.30 | 12.00 | 9.54 |
| Benchmark: S&P/ASX 300 | 1.42 | 9.48 | 13.74 | 13.35 | 11.77 | 8.35 |
| Total return After fees | 1.44 | 11.03 | 20.88 | 15.21 | 10.95 | 8.49 |
| Distribution | 0.92 | 1.01 | 2.76 | 2.59 | 3.84 | 5.57 |
| Growth | 0.52 | 10.03 | 18.11 | 12.62 | 7.11 | 2.92 |
Source of fund performance data: Pendal. Past performance is not a reliable indicator of future performance. This information is for general information and is not to be regarded as a securities recommendation. Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where “Growth” returns are shown, these represent the percentage change in the value of units in the fund excluding any distributions paid. “Distribution” returns equal the difference between the “Total return (After fees)”, and the Growth return. Where performance returns are quoted “After fees and tax”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees and tax”, they exclude the effects of management costs and any taxes. You can view our Unit Pricing Discretions Policy here.
Pendal Fund Services Limited is the responsible entity and issuer of units in the Pendal Horizon Fund (Fund) ARSN: 096 328 219. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. “Regnan” is a registered trademark of Pendal Group Limited. The information on this website is for general information purposes only and has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs and, if necessary, seek professional advice.
