Pendal formally joins with Perpetual
IN LINE with our previous communications, today marks the official union of two of Australia’s leading asset managers, Pendal and Perpetual. Last August we announced plans to create Australia’s pre-eminent…
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Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors 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.
News
UPDATED: An important note to clients from Pendal Australia CEO Richard Brandweiner
Crispin Murray: Why bringing together Pendal and Perpetual makes sense IN AUGUST 2022 we announced plans to bring together Australia’s two leading asset management businesses, Pendal and Perpetual. We continue…
Pendal funds’ September 2022 Quarterly Distribution – Important Investor Notice
INVESTORS are advised of the following change to the September 2022 distributions. This change is being made for operational reasons. The funds set out below will pay their distribution (if…
Standard Risk Measure Changes
31 May 2022 Changes to Funds’ Standard Risk Measure Effective 31 May 2022, we are changing the Standard Risk Measure (SRM) of the Funds listed in the table below. An…
Updated Product Disclosure Statements, including fees and costs disclosure requirements
31 May 2022 The Australian Securities and Investments Commission (ASIC) has issued updated fees and costs disclosure requirements through ASIC Corporations (Disclosure of Fees and Costs) Instrument 2019/1070 for Product…
Changes to the Pendal Horizon Sustainable Australian Share Fund (APIR: RFA0025AU, ARSN: 096 328 219)
With effect from 31 May 2022, the “Pendal Horizon Fund” will be renamed the “Pendal Horizon Sustainable Australian Share Fund”. The change of name is to further reflect the investment framework…
Change to Pendal Fixed Interest Fund management costs
Pendal Fixed Interest Fund (APIR: RFA0813AU ARSN: 159 605 811) Reduction in management costs from March 1, 2022. With effect from March 1, 2022, management costs for Pendal Fixed Interest…
Crispin Murray: ‘Why should Australian shareholders pay for BHP’s proposal to collapse its DLC structure?’
Pendal’s head of equities Crispin Murray today challenged BHP’s proposal to collapse its dual-listed company (DLC) structure. “As BHP Ltd (Australia) shareholders, we are not in favour of BHP’s proposal…
Re-classification of Units
Pendal Sustainable Australian Fixed Interest Fund – Class R (APIR: BTA0507AU, ARSN: 612 664 730) On 25 November 2021, the existing units of the Pendal Sustainable Australian Fixed Interest Fund…
A different path to the summit: Chris Lees and Nudgem Richyal launch Pendal Global Select Fund in Australia
Pendal has brought a very different global equities strategy to Australia. Here fund managers Chris Lees and Nudgem Richyal explain the Pendal Global Select Fund process Something very different in…