Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
On 23 September 2021, the existing units of the Pendal Concentrated Global Share Fund Hedged (Fund) were reclassified as ‘Pendal Concentrated Global Share Fund Hedged – Class R’. The name of the Fund did not change and there were no changes to the terms of the class or your rights as an investor.
No action is required. You will be able to continue to invest or withdraw from the Fund.
An updated Product Disclosure Statement (PDS) was issued on 23 September 2021 and made available on www.pendalgroup.com.