In 2021 we took Pendal Ethical Share Fund, with its 19-year history, and re-imagined and re-engineered it for the next two decades.
We renamed it Pendal Horizon Fund, a strategy built for performance while also acting as a force for positive change in Australia’s future.
These elements are the foundations of Horizon:
Protect against existential risks
- Broader exclusions
- New company incident review process
- Targeted engagement
Benefit from industrial change
Enable an economic transition
Greater focus on companies:
- Enabling shift to a sustainable economy
- Leading industrial transition
High conviction Consistent
- Limit to 35 stocks
- Constrained capacity