Rajinder Singh
Portfolio Manager
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Pendal Sustainable Future Australian Share Portfolio
Fund Information
| Fund Facts | |
|---|---|
| Investment Strategy | Pendal uses an active stock selection process that that takes ESG and ethical considerations into account in addition to its financial analysis when selecting, retaining or realising investments within the portfolio. Exclusionary screens are applied to companies involved in business activities which, according to Pendal, have the potential to cause social and/or environmental harm. In addition, Pendal employs a sustainability assessment framework when selecting underlying securities for the portfolio. Pendal’s investment process for Australian shares is based on its core investment style and aims to add value through active stock selection and fundamental company research. Pendal’s core investment style is to select stocks based on its assessment of their long term worth and ability to outperform the market, without being restricted by a growth or value bias. Pendal’s fundamental company research focuses on valuation, franchise, management quality and risk factors (both financial and non-financial risk). |
| Investment Objective | The objective of the Model Portfolio is to outperform the S&P/ASX 300 (TR) Index |
| Number of stocks | 15 - 40 |
| Sector limits | Australian Shares ex REITS 60% - 98%; REITS 0% - 30%; Cash 2% - 10% |
| Platform access | BT Panorama, Praemium, Macquarie, Netwealth |
| Benchmark | S&P/ASX 300 (TR) Index |
Prices & Distributions
Unit Price
| Date | Entry | Exit |
|---|---|---|
| 27 Feb 2026 | $1.952900 | $1.944300 |