Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.

We do not have a ‘house view’ and operate a multi-boutique style business. We offer our individual and institutional customers a broad range of investment strategies, covering a wide range of asset classes, using different investment approaches.

Our teams actively manage investments in Australian equities and listed property, Australian and international fixed interest, global equities, multi-asset portfolios and alternative investments. J O Hambro Capital Management, 100% owned by Pendal, actively manages a range of different global and regional equity investment strategies.

External managers sub-advise to Pendal in certain asset classes including global property, global alternative investments and some regional equity investments. We select and evaluate our external managers based on their investment culture, people, acumen and performance as well as their business robustness, quality of management and operational strength. This approach gives our investors access to high quality domestic and international investment expertise across asset classes.

A global perspective

We are a global business, operating across the Americas, Europe, Asia and Australia.

 

  

Our capabilities*

Australian Equities
Global Equities
Income & Fixed Interest
Multi Asset
Responsible Investments
Core Global Government Growth Sustainable Australian Fixed Interest 
Concentrated Global Small Composite Balanced Sustainable International Fixed Interest
Mid-cap EAFE Pure Alpha Conservative Sustainable International Share 
Small-Cap Europe Monthly Income Plus Lifecycle Sustainable Conservative 
Long/short UK Credit  Smart beta Sustainable Balanced 
Micro-cap Emerging Markets Enhanced Income Alternative Asset Australian Ethical Share 
Listed Property Emerging Markets Small Cash   Sustainable Australian Share  
Equity Income Asia ex-Japan      
Tax-effective Japan      
  US Small-mid      

*Not all strategies available to non-institutional Australian investors.