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Mainstream Online Web Portal

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 Australian Fixed Interest Fund
A green bond that could fund a new national park while generating returns
Investors looking to fund nature repair often lack high-quality opportunities, but a proposal to restore national parks in Victoria could be just the thing.
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Pendal Sustainable Australian Fixed Interest Fund
Debunking a myth about fossil fuels and sustainable fixed interest
Exclusion of fossil fuels presents minimal challenges for sustainable bonds compared to other asset classes, writes George Bishay
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Pendal Sustainable Australian Fixed Interest Fund
Pendal investors helped find Steven and his sis a home
Our sustainable fixed interest strategy helped find a home for twins with cerebral palsy when their parents could no longer look after them.
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Pendal Sustainable Australian Fixed Interest Fund
The social bond that gave
Sam’s family a future
Pendal Sustainable Fixed Interest investors are helping out Aussies like Sam and his kids.
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Pendal Sustainable Australian Fixed Interest Fund
Women like Nasima are finding a career path with help from impact investors
Social bonds can provide low-cost loans to businesses in developing countries while seeking to generate investor returns
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An Aussie bond fund that aims to outperform its benchmark
while targeting environmental and social outcomes via a portion of its holdings
Performance A fixed income fund that plays a role in any portfolio due to active risk management - the hallmark of Pendal's seasoned Income and Fixed Interest team. Read more
Diversification This Fund is designed for investors who want income, diversification across a broad range of fixed interest securities and are prepared to accept some variability of returns. Read more
Invest in sustainable bonds Invests in sustainable bonds screened for environmental, social and governance (ESG) factors. Read more

‘Highly Recommended’

Researcher Lonsec has awarded Pendal Sustainable Australian Fixed Interest Fund (Class R) the highest rating of “highly recommended”. In its product assessment Lonsec noted that it “holds high regard for the investment team, considering them to be highly experienced” and also “finds appeal in the investment process that draws upon a blend of quantitative and qualitative insights.”*

* The rating issued 10/2022 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

Impact on society and the environment

The Pendal Sustainable Australian Fixed Interest Fund (Fund) actively seeks investments in securities (green bonds, social bonds or sustainability bonds) that in addition to meeting the Fund’s financial risk and return requirements also generate positive societal and/or environmental impact, and where possible contribute towards the advancement of the United Nations Sustainable Development Goals. Recent investments include National Housing Finance and Investment Corporation social bonds which provide low-cost finance to community housing providers, putting a roof over the head of low-income and disadvantaged Australians.

Read Kerry and Steven’s story