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.
Quick, actionable insights for investors
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams.
AUSTRALIAN equities have the potential to offer investors a compelling trio of benefits, argues analyst and portfolio manager Elise McKay.
In this video, Elise explains how the Pendal investment process helps her team identify and take advantage of opportunities in Australian shares.
So far in 2025, the ASX Small Ordinaries Index has outperformed the ASX 200.
That dosen’t surprise Pendal’s small-cap PMs Lewis Edgley and Patrick Teodorowski, who expect smalls to bounce back as rates fall.
“We’ve seen in previous cycles when rates have started to be cut, that it tends to act as a positive catalyst for small caps,” says Patrick in a new Pendal video.
Patrick points to three diversification factors that experienced small-cap managers can use to their advantage:
1. The “sheer number of investable opportunities”, through which the team searches for mispriced opportunities
2. Wide sectoral breadth, which offers “money-making opportunities regardless of what the economy is doing”
3. And diversity of quality, which demands expertise and experience in finding the best businesses and avoiding the bad ones.
Watch the video here
Loading posts...
Loading posts...