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

 

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.

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 Objective: The Fund aims to provide a return (before fees, and expenses) that exceeds the Fund’s benchmark over the medium to long term.