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.
Significant Features:The 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. Sustainability criteria and exclusionary screens are incorporated into the Australian and International shares, Australian and International fixed interest and part of the Alternative investments asset classes of the Fund. The Fund’s exposure to investments within these asset classes in our view support positive environmental and/or social change via their investment processes, use of capital, and/or active ownership while avoiding exposure to those companies and issuers with business activities that we consider to negatively impact the environment or society (as defined by the exclusionary screens and gross revenue thresholds applied).
Fund Objectives: The Fund aims to provide a real return over inflation over the medium term to meet the objectives of conservative investors including tax exempt entities whilst screening for investments which meet the Fund’s sustainable guidelines.
Significant Features: The Pendal Active Balanced 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 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.
Significant Features: The Pendal Australian Long/Short Fund is an actively managed portfolio of Australian shares investing in both long and short positions.
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 by taking both long and short positions in Australian shares.
Significant Features: The Pendal Australian Equity 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 Active Conservative 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 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.
Significant Features: Barrow Hanley Concentrated Global Share Fund Hedged 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) hedged to AUD over the medium to long term.
Significant Feature: The Pendal Active 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 Barrow Hanley Concentrated Global Share Fund No. 3 is an actively managed, concentrated portfolio of global shares and is diversified across a broad range of global sharemarkets.
Fund Objectives: 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.