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We now know the world is vulnerable to shocks, change is accelerating and successful companies must confidently manage a wider set of risks. Meanwhile investor attitudes and preferences have changed.
Watch videoPendal Horizon Fund is a concentrated, high-conviction strategy of 15 to 35 stocks. It draws on the company insights and risk management that underpin our strong track record in performance.
Horizon is positioned to benefit from the transition to a more sustainable Australian economy. We actively seek companies that are leaders and enablers of this shift and screen out those that detract, such as fossil fuels. At a minimum, the fund’s holdings must “do no harm”
This aligns it with the trends shaping coming decades — from digitalisation to decarbonisation. Here analyst Elise McKay discusses Xero, our top pick in the ASX tech sector.
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
Benefit from industrial change
Enable an economic transition
Greater focus on companies:
High conviction Consistent
Nimble
Pendal Horizon Fund is a concentrated, high-conviction strategy of 15 to 35 stocks that draws on the company insights and risk management underpinning our long and strong track record in performance.
This allows the fund to benefit from trends shaping coming decades — from digitisation to decarbonisation. We allocate capital to companies that directly contribute — or enable others to contribute — to areas such as:
We screen out harmful industries such as fossil fuels, alcohol, gaming, tobacco, weapons, logging, predatory lending and companies that breach standards such as:
Pendal has extensive experience in responsible investing across all asset classes. We also draw on advice from Regnan — our wholly-owned responsible investing researcher and fund manager — in assessing companies on their contribution to a sustainable, future-oriented Australian economy and their management of ESG risks.
Each year our fund managers undertake many meetings with CEOs and company directors to encourage sustainable policies and minimisation of ESG risks. This leverages Pendal’s depth of corporate access and scale of funds under management, allowing us to hold management to account.
Crispin is Head of Equities at Pendal Group an ASX listed fund manager with A$90b funds under management (FUM). He joined the funds management business of BT Financial Group, now Pendal Group, in 1994, initially responsible for European equities and served as Head of European Equities from April 1998. He was subsequently appointed to his current role in January 2003 overseeing Pendal’s Australian equities business, currently managing A$15b of FUM, making it the largest fundamental equity team in the market. He is responsible for managing a number of our flagship Australian equity funds, which under his watch have outperformed the market over multiple periods since his appointment in 2003. Prior to Pendal, Crispin worked for Equitable Life in London. Crispin is a Director of the Anika Foundation and served as a Director of Football Federation of Australia from 2015-19. He holds an Honours degree in Economics & Human Geography from Reading University.
Head of Distribution
Head of Institutional
Head of High Net Worth Distribution
Head of Bank & Insurance Distribution
Head of Independent Licensee Distribution
Head of Regnan and Responsible Investment Distribution
| As at 31/12/21 |
1m | 3m | 1yr | 3yr (p.a) | 5yr (p.a) | % since inception 01/05/2001 |
|---|---|---|---|---|---|---|
| Total return After fees | 2.22 | 2.99 | 18.03 | 14.35 | 10.14 | 8.78 |
| Distribution | 1.00 | 1.00 | 3.36 | 5.82 | 8.58 | 5.82 |
| Growth | 1.22 | 1.98 | 14.67 | 8.52 | 1.56 | 2.95 |
| Total return (Before fees and tax) | 2.30 | 3.23 | 19.16 | 15.44 | 11.19 | 9.84 |
| Benchmark: S&P/ASX 300 (TR) Index | 2.65 | 2.21 | 17.54 | 13.96 | 9.94 | 8.43 |
Source of fund performance data: Pendal. Past performance is not a reliable indicator of future performance.
This fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details.
The Pendal Horizon Fund is an actively managed portfolio of Australian shares.
The Fund aims to provide a return (before fees, costs and taxes) that exceeds the S&P/ASX 300 (TR) Index over the medium to long term.
Pendal Fund Services Limited is the responsible entity and issuer of units in the Pendal Horizon Fund (Fund) ARSN: 096 328 219. A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1800 813 886 or visiting www.pendalgroup.com. You should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund. An investment in the Fund is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. “Regnan” is a registered trademark of Pendal Group Limited. The information on this website is for general information purposes only and 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 and, if necessary, seek professional advice. This information is not to be regarded as a securities recommendation. Where performance returns are quoted “After fees” then this assumes reinvestment of distributions and is calculated using exit prices which take into account management costs but not tax you may pay as an investor. Where “Growth” returns are shown, these represent the percentage change in the value of units in the Fund excluding any distributions paid. “Distribution” returns equal the difference between the “Total return (After fees)”, and the Growth return. Where performance returns are quoted “After fees and tax”, they are calculated using exit prices which take into account management costs and taxes paid within the trust up to a maximum of 15%. Where performance returns are quoted “Before fees and tax”, they exclude the effects of management costs and any taxes. In the case of the Pendal Managed Cash Fund and the Pendal Stable Cash Plus Fund all returns are calculated using the average of the daily distribution yields and assume monthly reinvestment of distributions. You can view our Unit Pricing Discretions Policy here.
