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Pendal profile: Meet our head of cash strategies Steve Campbell
April 30, 2025
In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot
AS a “safe-haven” asset, cash can be the best-performing asset class when markets come under pressure.
But liquidity in cash is key, says head of cash strategies Steve Campbell, who likens it to “the Steven Bradbury of asset classes”.
“It’s the best-performing asset when others come under stress – and we’ve seen that over the past ten years through various experiences, like Covid,” he says. “But the main thing with cash portfolios is our investors need to know that when they want their money back, that they’re able to access it.”
In this video, Steve – who has more than 25 years of experience in cash and dealing roles – explains how he structures portfolios for Pendal’s broad client base in a way that aims to balance risk and return.
“I will never compromise a slightly higher return by trading that off against liquidity, where I might not be able to get my money back to the client,” he says.
Portfolio decisions are supported by a broader team dynamic which promotes a cross-pollination of ideas and “a better understanding of the risks before you implement portfolio decisions”.
Pendal’s size is one of its strengths, he adds. “One of the advantages that we have is we’re in the ideal sweet spot in the Australian market … Our size is big enough that we’re important, but also small enough that it means our investors are getting the best result at the end of the day.”
Watch the video to learn more about Steve and Pendal’s active approach to cash investing.
Get to know the rest of the team better in these individual profile videos:
Find out about
Pendal’s
cash funds
About Steve Campbell and Pendal’s Income and Fixed Interest team
Steve Campbell is Pendal’s head of cash strategies. With a background in cash and dealing, Steve brings more than 20 years of financial markets experience to our institutional managed cash portfolio.
Find out more about Pendal’s cash funds:
Short Term Income Securities Fund
Pendal Stable Cash Plus Fund
Pendal’s Income and Fixed Interest boutique is one of the most experienced and well-regarded fixed income teams in Australia.
This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current at February 18, 2025. PFSL is the responsible entity and issuer of units in the Pendal Short Term Income Securities Fund (Fund) ARSN: 088 863 469. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com.
The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.
This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs.
This information is not to be regarded as a securities recommendation. The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards.
Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com
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