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Changes to Fund – Update

Pendal International Share Fund APIR BTA0056AU ARSN 087 593 299 Investment ManagerAs stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal International Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to provide further details regarding...

Changes to Fund – Update

Pendal Core Global Share Fund APIR RFA0821AU ARSN 089 938 492 Investment Manager As stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal Core Global Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to provide...

Changes to Fund – Update

Pendal Core Hedged Global Share Fund APIR RFA0031AU ARSN 098 376 151 Investment ManagerAs stated in our notice of 22 November 2019 we have decided to replace AQR Capital Management LLC AQR as the investment manager of the Pendal Core Hedged Global Share Fund Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.We wish to...

Pendal appoints Global Equity Impact Investment team

Pendal's fully-owned Regnan subsidiary

Pendal has appointed a London-based impact investment team to launch a Global Equity Impact strategy in late 2020. The team will join Regnan a leading provider of ESG research engagement and advisory services which is wholly owned by Pendal.The appointment marks the expansion of Regnan s capabilities into responsible investment funds management.The four-person team will be led by Senior Fund Manager Tim Crockford working with...

Changes to the Fund’s management costs

Pendal Sustainable Balanced Fund - Fee ChangePendal Sustainable Balanced Fund (Fund} APIR: BTA0122AU, ARSN: 637 429 237)Reduction in management costs from 2 December 2019From 2 December 2019, the issuer fee for the Fund will reduce from 0.90% pa to 0.80% pa

Changes to the Fund

Changes to the Pendal International Share Fund APIR BTA0056AU ARSN 087 593 299 Investment ManagerWe have decided to replace AQR Capital Management LLC AQR as the investment manager of the Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.Pendal s concentrated benchmark agnostic investment process aims to add value through active bottom-up stock selection and...

Changes to the Fund

Changes to the Pendal Core Hedged Global Share Fund APIR RFA0031AU ARSN 098 376 151 Investment ManagerWe have decided to replace AQR Capital Management LLC AQR as the investment manager of the Fund and appoint the Pendal Global Equities team. The change will take place on or around 21 February 2020.Pendal s concentrated benchmark agnostic investment process aims to add value through active bottom-up stock...