Significant Features: The Pendal Global Emerging Markets Opportunities Fund is an actively managed portfolio of global emerging market shares. The portfolio is managed by J O Hambro Capital Management Limited.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI Emerging Markets (Standard) Index (Net Dividends) in AUD over the long term.
Significant Features: The Pendal MidCap Fund is an actively managed portfolio of Australian mid cap shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Pendal Midcap Custom Index over the medium to long term.
Significant Features: The Pendal Global Select Fund is an actively managed portfolio of global shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI ACWI NR Index (net dividends reinvested) in AUD over rolling 5 year periods.
Significant features: The Fund is an actively managed portfolio of fixed interest securities. It is designed for investors who want income and diversification across a broad range of fixed interest securities and are prepared to accept some variability of returns. The Fund invests primarily in Australian dollar denominated investment grade fixed interest securities, including government securities, semi-government securities, supranational securities and credit securities and holds cash.
Investments are selected based on a range of financial, sustainable and ethical characteristics The Fund aims to allocate capital to issuers and securities that align to our sustainability themes: climate stability, human basics and innovation for good (the Sustainability Objective).
The Fund invests in securities issued by issuers that have passed Pendal’s sustainability assessment. Our sustainability assessment process is a qualitative assessment conducted at a security and issuer level. It seeks to identify issuers that, in our view, have strong sustainability credential for investment and aims to avoid issuers that we consider to have poor sustainability outcomes.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Composite 0+ Yr Index by 0.75% p.a. over rolling 3 year periods.
Significant Features: The Pendal Focus Australian Share Fund is an actively managed concentrated portfolio of Australian shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that significantly exceeds the S&P/ASX 300 (TR) Index over the medium to long term.
Significant Features: Pendal Horizon Sustainable Australian Share Fund is a concentrated Australian equities portfolio positioned to benefit from the transition to a more sustainable economy.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over rolling 5 years period.
Significant Features: The Regnan Credit Impact Trust is an actively managed portfolio of fixed interest securities. The trust focuses on investments anchored to impact goals adapted from the United Nations Sustainable Development Goals.
Fund Objective: The trust aims to generate positive and measurable social or environmental impact, or both; and a return (before fees, costs and taxes) that exceeds the RBA cash rate over rolling 3-year periods.
Significant Features: The Barrow Hanley Concentrated Global Share Fund is an actively managed, concentrated portfolio of global shares and is diversified across a broad range of global sharemarkets.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the MSCI World ex Australia (Standard) Index (Net Dividends) in AUD over the medium to long term.
Significant Features: The Pendal Sustainable Australian Share Fund is an actively managed portfolio of Australian shares. Investments are selected based on a range of sustainable, ethical and financial criteria.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 200 (TR) Index over the medium to long term, whilst maximising the portfolio’s focus on sustainability.
Significant Features: The Pendal Monthly Income Plus Fund is an actively managed diversified portfolio that invests in a number of income generating strategies across a range of asset classes.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the RBA Cash Rate over rolling 3-year periods while allowing for some capital growth to reduce the impact of inflation.