Enduring excellence in Australian equities
A track record of stability and performance in Australian equities
Our Australian Equities boutique is one of the largest, most experienced and stable in the industry. We apply proprietary, fundamental research at the company level to gather insights and inform investment decisions with the aim of generating excess returns for our clients.
A proven structure delivering results
An independent business, solely focused on investment management, we have operated a boutique model since listing on the ASX ten years ago, where investment team members have ‘skin in the game’ through a fair and transparent profit share model, driving alignment with client interests, accountability and talent retention.
The success of this model is seen in our long term team stability and a performance track record above the industry peer average1 and above benchmark2 across a range of portfolios.
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1 Peer rankings are determined by Pendal using Morningstar’s universe of Equity Australia Large Blend, Equity Australia Large Growth, Equity Australia Large Value, Equity Australia Mid/Small Blend, Equity Australia Mid/Small Growth and Equity Australia Mid/Small Value funds. See here for more details.
This article has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at December 5, 2017. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.
This article is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.
The information in this article 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 article is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
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