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.

Significant Features: The Pendal Property Investment 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 Government Bond Fund is an actively managed portfolio of primarily Australian government bond securities.

 

Fund Objective: The Fund aims to provide a return (before fees and expenses) that exceeds the Bloomberg AusBond Govt 0+ Yr Index over a rolling 3 year period.
Significant Features: The Pendal Stable Cash Plus Fund is actively managed and aims to take advantage of investment opportunities within the Australian debt market. The Fund aims to reduce volatility of returns through limited exposure to interest rate movements and prudent credit management. The Fund invests in a combination of money market instruments, commercial paper, asset backed commercial paper and deposits with financial institutions. Securities held will have a Standard and Poor’s (or equivalent) short term credit rating of A-2 or higher.

 

Fund Objective: The Fund targets a return (before fees and expenses) that exceeds the RBA Cash Rate by at least 0.45% p.a. The suggested investment timeframe is 1 year or more.