Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.

Mainstream Online Web Portal

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.

News

A touch of the Lemony Snicket’s*

It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.

It has been a challenging period, as evidenced by the performance of the Fund. Last year’s underperformance was more ‘explainable’ – the big cyclical rally combined with a couple of stocks that did not work for me on a relative basis. Yet I felt the outcome last year was in the range of expectations. This year to date has been just plain frustrating.

Company and fund name changes

BT Investment Management Limited has changed its company name to Pendal Group Limited. Since BTIM was listed in 2007, the business has transformed into an independent global investment management firm. In light of our growth and success, we believe now is the right time for our business to establish its own name and brand; one that reflects our independence, ownership and identity. The name Pendal has been chosen because of its link to the heritage and origins of the BT investment management business. Pendal was the name given to BT’s original nominee company, established in 1971 to hold assets on behalf of its first prospective client, the Dalgety Pension Fund.

BT Investment Management Limited has changed its company name to Pendal Group Limited. Since BTIM was listed in 2007, the business has transformed into an independent global investment management firm. In light of our growth and success, we believe now is the right time for our business to establish its own name and brand; one that reflects our independence, ownership and identity. The name Pendal has been chosen because of its link to the heritage and origins of the BT investment management business. Pendal was the name given to BT’s original nominee company, established in 1971 to hold assets on behalf of its first prospective client, the Dalgety Pension Fund.