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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.

Re-classification of Units

Pendal Sustainable Balanced Fund – Class R (APIR: BTA0122AU, ARSN: 637 429 237)

On 3 February 2022, the existing units of the Pendal Sustainable Balanced Fund (Fund) were reclassified as ‘Pendal Sustainable Balanced Fund – Class R’. The name of the Fund did not change and there were no changes to the terms of the class or your rights as an investor.

What do you need to do?

No action is required. You will be able to continue to invest or withdraw from the Fund.
An updated Product Disclosure Statement (PDS) was issued on 3 February 2022 and made available on www.pendalgroup.com.

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