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.
Pendal Sustainable Balanced Fund (APIR code: BTA0122AU, ARSN 637 429 237) Effective 21 May 2020, sustainable and ethical investment practices in the Pendal Sustainable Balanced Fund (Fund) will be broadened…
Rebalancing can materially improve outcomes for investors when done thoughtfully. But it’s a surprisingly complex subject. Here Pendal senior portfolio manager Stuart Eliot (pictured above) offers some practical, plain-language…
Which factors are likely to impact Australian equities in coming weeks? Here’s an outline from Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams….
What’s the outlook for negative rates? Pendal’s Head of Bond, Income and Defensive Strategies Vimal Gor gives a snapshot here in a new video interview with online business channel Ausbiz.com.au….
Important Updates Pendal MicroCap Opportunities Fund (APIR: RFA0061AU, ARSN 118 585 354) Effective 14 May 2020, the Pendal MicroCap Opportunities Fund (Fund)’s buy-sell spread will decrease from 1.40% (with 0.70%…
Which way will equities markets go from here? Here Pendal’s head of equities Crispin Murray (pictured above) outlines the case for both bull and bear scenarios. Reported by portfolio…
Important Updates Pendal Dynamic Income Fund (APIR: BTA8657AU, ARSN 622 750 734) Pendal Enhanced Credit Fund (APIR: RFA0100AU, ARSN 089 937 815) Pendal Fixed Interest Fund (APIR: RFA0813AU, ARSN 089…
They are the perennial questions for investors — when, where and what to buy. Here Pendal’s head of Multi-Asset Michael Blayney (pictured) runs through the outlook for major asset…
As social distancing restrictions ease, focus is turning to economic recovery. But what shape will it take? Portfolio manager Tim Hext from Pendal’s Bond, Income and Defensive Strategies team…
The COVID-19 crisis has highlighted the critical role Environmental, Social and Governance factors play in evaluating companies. Here Regnan’s head of advisory Susheela Peres da Costa explains what investors…
