Change to the Pendal Australian Long/Short Fund effective 26 May 2026

Pendal Australian Long/Short Fund (APIR: RFA0064AU)

The Pendal Australian Long/Short Fund (the Fund) offers investors an actively managed portfolio of Australian shares investing in both long and short positions.

The Fund primarily invests in Australian listed shares but may also have a small allocation in shares of companies that are expected to be listed on an exchange within 12 months. This includes investments in private companies who are intending to list but have not yet issued a prospectus (pre‑IPO shares) as well as shares in companies that are issued under a prospectus and in the process of an initial public offering (IPO shares). 

What is changing?

From 26 May 2026, the Fund will only invest in IPO shares.

The Fund will no longer invest in pre‑IPO shares.  As the Fund has not invested in pre‑IPO shares for over ten years, a review of its investment strategy has determined that investing in these types of securities is no longer required.

Questions?

If you have any questions, please contact our Investor Relations Team during business hours Monday to Friday on 1300 346 821.