Mainstream Online Web Portal
LoginInvestors 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.
Oliver Renton: How to find income without the yield traps
With dividends and franking credits taking on renewed relevance for Australian investors, Pendal investment analyst OLIVER RENTON explains why tax effective yield matters when inflation and cost-of-living pressures are high
- Find out about Pendal Imputation Fund
IN THIS video podcast, Oliver Renton explains how imputation strategies seek to optimise tax-effective income while maintaining exposure to the growth potential of equities.
He explores who these strategies may suit, how they compare with term deposits and fixed income, and the risks investors should keep in mind.
Renton also outlines why active management can be particularly important when investing for yield, helping investors look beyond headline yields and avoid potential “yield traps”.
Here’s an excerpt from the video podcast:
“Broadly speaking, an imputation fund is purposely looking to optimise the overall tax effective yield profile of that fund.
“Yield appeals to different investors in different ways and tax effective yield is no different.
“For an income fund, I think [active management is] even more important.
“Active management should, and we think does, have the ability to rule out those stocks that are maybe perceived as yield traps, stocks that are structurally impaired or challenged.”
Find out about
Pendal Imputation Fund
Jim Taylor, Portfolio Manager
About Oliver Renton and the Pendal Imputation Fund
Oliver Renton is an analyst focused on the Health Care and Utilities sectors. Starting his career with the business in 2004, Oliver has also worked with the Quantitative Services, Product and Performance and Attribution teams.
The Pendal Imputation Fund is an actively managed portfolio of Australian shares. This fund is designed for investors who want the potential for long-term capital growth and tax effective income, diversification across a broad range of Australian companies and industries and are prepared to accept higher variability of returns.
Pendal is a global investment management business focused on delivering superior investment returns for our clients through active management.
This video has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426.
It is general information only and is not intended to provide you with financial or taxation advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.
Pendal is not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) advisor if you intend to rely on this information to satisfy your liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.
The product disclosure statement (PDS) for the Pendal Imputation Fund ARSN: 089 614 693 (Fund), issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.
This video may contain information contributed or prepared by third parties. Any information contributed or prepared by third parties is believed to be accurate as at the time of compilation and is being provided in good faith without independent verification. PFSL does not warrant the accuracy or completeness of any information provided by a third party.
References to securities in this video are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Fund. Examples used in this presentation are provided for illustrative purposes and may not reflect actual market outcomes. Past performance is not indicative of future performance.
To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal.