Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.

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
Supporting people around the world to meet basic needs
Through the World Bank’s Sustainable Development Bonds, investors can help channel capital into practical projects that strengthen communities, improve access to essential services and support climate resilience.
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Pendal Sustainable Australian Fixed Interest Fund
Murray Ackman: Understanding carbon measures in fixed income
Carbon metrics play a growing role in fixed income portfolios, but the headline numbers are often only telling part of the story. Pendal’s Murray Ackman explains.
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Pendal Sustainable Australian Fixed Interest Fund
How the University of Tasmania is cutting carbon at the source
In a state where electricity is already largely renewable, the University of Tasmania is reducing emissions by tackling embodied carbon across its new builds and refurbishment projects.
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Pendal Sustainable Australian Fixed Interest Fund
Social bonds: How to make an impact - not just a return
In a new podcast, Pendal sustainable finance and impact investing director Murray Ackman explains what social bonds are, how to access them and how they can make a difference.
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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 “the rating is predicated on the strong calibre of investment personnel and resources across Regnan and Pendal”.*

* The rating issued September 30, 2025 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. © 2026 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