Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Quick, actionable insights for investors
How AI concerns are impacting India | What GDP is saying about inflation and rates | How bonds can drive gender equality
Loading posts...
March 4, 2026
See all
July 26, 2023
See allGet regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.
These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in these podcasts are predictive and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
Pendal’s head of income strategies AMY XIE PATRICK joined Livewire to discuss the “Goldilocks era” of income and answer some of the market’s quick-fire questions.
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams
Canberra’s green bond explained | Quarterly fixed-income deep dive | Three charts that show the advantage of an active approach to fixed income
Pendal’s income and fixed interest team has just published its quarterly deep dive into the themes driving Australian markets.
In the latest edition, head of government bond strategies Tim Hext explains how the RBA’s liquidity system affects investments – and why Australians need to honestly appraise the liquidity of their funds.
Head of income strategies Amy Xie Patrick explores which kind of income funds are best suited to the likely economic landing scenarios.
(Hint: not one-dimensional funds).
Senior credit analyst Terry Yuan writes about a recent transformation in the credit bond issuance market which has led to a number of deals becoming heavily over-subscribed.
An unprecedented shift from a buyer’s market to a seller’s market has led to significant changes in pricing dynamics, Terry says.
Lastly, senior ESG and impact analyst Murray Ackman has a quick guide to the key questions investors should ask about sustainable investing opportunities.
Australia has joined other sovereign nations in issuing an inaugural Commonwealth green bond.
There are several reasons why Pendal invested in the bond. Here are a few, according to senior ESG and impact analyst Murray Ackman.
Firstly, we want the first Commonwealth green bond to support new projects. “This is known as additionality – that is, funding something that would not have been funded but for this green bond,” Murray explains.
Secondly, Pendal examined whether the bond funded revolutionary projects. “We would like to see more catalytic change, but for the very first Commonwealth Green Bond, we are pleased with the scope of projects.”
Pendal was also satisfied the bond included clear reporting on impact as well as performance.
“The government made the commitment to have independent verification of allocation and impact reporting.
“We are hopeful that this bond will demonstrate what the minimum requirements are for clear and transparent reporting for green bonds in Australia.”
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams
How Nvidia is impacting the global economy | Aussies relaxed about inflation outlook | Three charts that show the advantage of an active approach to fixed income
Loading posts...
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.