Significant Features: The Pendal Active Moderate Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international listed property securities, Australian and international fixed interest, cash and alternative investments.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.
Significant Features: The Pendal Short Term Income Securities Fund is an actively managed portfolio of primarily Australian cash and fixed interest securities.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Bloomberg AusBond Bank Bill Index*.
Significant Features: The Pendal Smaller Companies Fund is an actively managed portfolio of Australian smaller companies shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX Small Ordinaries (TR) Index over the medium to long term.
Significant Features: The Pendal Dynamic Income Fund is an actively managed diversified portfolio of Australian and international fixed income securities.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the RBA Cash Rate by 2-3% p.a. over the medium term.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX Small Ordinaries (TR) Index over the medium to long term.
Significant Features: The Pendal Multi-Asset Target Return Fund is an actively managed multi-asset class portfolio.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) of Australian CPI plus 5% per annum over rolling five year periods.
Significant Features: The Pendal Property Securities Fund is an actively managed portfolio of primarily Australian listed property securities.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 A-REIT (Sector) (TR) Index over the medium to long term.
Significant Features: The Pendal Australian Share Fund is an actively managed portfolio of Australian shares.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over the medium to long term.
Significant Features: The Pendal Global Property Securities Fund is an actively managed portfolio of international listed property securities. The portfolio is managed by AEW Capital Management.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the return from the FTSE EPRA/NAREIT Developed ex Australia hedged in AUD Net TRI over the medium to long term.
Significant Features: The Pendal Wholesale Plus Active High Growth Fund is an actively managed diversified portfolio that invests in Australian and international shares, Australian and international property securities, Australian and international fixed interest, cash and alternative investments. The Fund has a significant weighting towards growth assets.
Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium to long term.