Significant Features: The Pendal Wholesale Plus Active 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.

Significant Features: The Pendal Wholesale Plus Active Balanced 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 higher weighting towards growth assets than defensive 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. The suggested investment timeframe is five years or more.

Significant Features: The Pendal Wholesale Plus Active Moderate 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 similar weighting towards defensive assets as it does 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. The suggested investment timeframe is five years or more.

Significant Features: The Pendal Wholesale Plus Active Conservative 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 defensive assets.

Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) that exceeds the Fund’s benchmark over the medium term. The suggested investment timeframe is three years or more.

Fund Objective: The Fund aims to provide a return (before fees, costs and taxes) in excess of the MSCI ACWI ex Australia (Net in AUD) over rolling 5 year periods.

Significant Features: The Pendal Active High Growth 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. 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.

Significant Features: The Pendal Imputation Fund is an actively managed portfolio of Australian shares.

Fund Objectives: 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 Managed Cash Fund is an actively managed portfolio of Australian cash and short-term 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 Barrow Hanley Concentrated Global Share Fund No. 2 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 MSCI World ex Australia (Standard) Index (Net Dividends) in AUD over the medium to long term.